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In The Media

What the media is saying about BlueShore Financial

From interviews with our financial experts and our executive team, to profiling our events in the community, here is some of the latest news coverage about BlueShore Financial.

2019

October 8, 2019
Well Capitalized Podcast
Chris Catliff, Blueshore Financial CEO, shares his thoughts on the concept of credit union 3.0, building a differentiated credit union, and the possible future of the credit union industry.
Listen to the segment

October 3, 2019
How to pay for a home renovation with a HELOC (Realtor.com)
John Cindric, BlueShore Financial Advisor, discusses home equity line of credits, and shares why they are a versatile means of borrowing, and provide flexibility for homeowners.
Read the article

September 23, 2019
How HR leaders can promote mental wellness at work (PeopleTalk)
Marni Johnson, BlueShore Financial SVP, Human Resources & Corporate Affairs contributed an article that shares tangible ways in which HR leaders can begin to create a workplace that reduces stigma and positively impacts employee well-being and mental health.
Read the article

September 10, 2019
The right way to buy a home for your adult kids
(Globe and Mail)
Scott Evans, BlueShore Financial Advisor, shares tips on the right about the right way to help your adult kids enter the housing market.
Read the article

September 9, 2019
Investing in your 40s
(Morningstar)
Kelly Gares, BlueShore Investment Advisor, shares insights about investment options in your 40s.
Read the article

September 7, 2019
The bank of mom and dad
(Global News)
Chris Catliff, BlueShore Financial CEO, discusses the pros and cons of parents using second mortgages to help their children enter the housing market.
Read the article

September 5, 2019
Multiple challenges making it harder to retire in B.C.
(Business in Vancouver)
David Lee, BlueShore Financial Advisor, comments on retirement challenges that BC resident’s face.
Read the article

September 3, 2019
Five overlooked items in an estate plan
(Globe and Mail)
David Lee, Financial Advisor, shares insights on items that often go overlooked during estate planning.
Read the article

September 3, 2019
Choose your real estate investments carefully
(Canadian Press)
Chris Catliff, BlueShore Financial CEO, speaks to how to choose your real estate investments carefully, and the article was published in several media outlets including MSN.com.
Read the article

August 31, 2019
A lesson in student banking
(Global News)
Scott Evans, BlueShore Financial Advisor, shares financial tips for post-secondary students. .
Read the article

August 29, 2019
Segregated funds offer guarantees for investors but they come at a cost
(BNN Bloomberg)
Kelly Gares, BlueShore Investment Advisor, discusses the pros and cons of segregated funds.
Read the article

August 20, 2019
BC Today: Student Finances
(CBC Radio)
Scott Evans, BlueShore Financial Advisor, speaks about financial planning tips for post-secondary students, and responds to questions and comments on air from listeners.
Listen to segment

August 19, 2019
Investing in your 50s
(Morningstar)
Kelly Gares, BlueShore Investment Advisor shares what important factors should be considered when investing in your 50’s.
Read the article

August 15, 2019
How investors with a retirement savings shortfall can get in gear
(Globe and Mail)
John Cindric, BlueShore Financial Advisor, discusses ways to prepare and work towards retirement when you have minimal savings.
Read the article

July 29, 2019
Tips to pay off your mortgage early
(Vancouver Sun)
David Lee, BlueShore Financial Advisor shares insights on ways homeowners can pay off their mortgage more quickly.
Read the article

July 15, 2019
Why wealthy people need to follow a budget too
(Globe and Mail)
Chris Catliff, BlueShore Financial CEO, shares his thoughts about the importance of budgeting and wealth management for high net worth individuals.
Read the article

July 8, 2019
How HR Leaders Can Cultivate An Inclusive Workplace Culture
(PeopleTalk)
Marni Johnson, BlueShore Financial SVP, Human Resources & Corporate Affairs contributed a business thought leadership article to PeopleTalk magazine that discusses ways HR leaders can contribute to building a diverse and inclusive workplace culture.
Read the article

July 5, 2019
Consider northeast B.C. for vacation home bargains
(Vancouver Sun)
BlueShore Financial is mentioned in an article about what to keep in mind before investing in a property, and areas in BC which offer value and location.
Read the article

June 18, 2019
Two big questions to ask about your retirement, before you retire
(Canadian Press)
David Lee, BlueShore Financial Advisor, discusses how to approach finances when it becomes time to transition into retirement.
Read the article

June 6, 2019
What’s up with all these niche ETFs?
(Morningstar)
Kelly Gares, BlueShore Financial Investment Advisor, discusses niche ETFs and investor, needs, wants, and products intended to create demand.

May 28, 2019
Steps for young leaders to establish credibility in the workplace
(Globe and Mail)
Chris Catliff, BlueShore Financial CEO, contributed an article to the Leadership Lab column about how young leaders stepping into management roles can gain credibility and trust in the workplace.
Read the article

May 21, 2019
Thinking of investing in Canadian commercial property? 5 tips for new investors
(Vancouver Sun)
Chris Catliff, BlueShore Financial CEO, shares tips for new investors looking to invest in commercial property.
Read the article

May 13, 2019
Fees aren't the only cost of investing
(Morningstar)
Ilana Schonwetter, BlueShore Investment Advisor shares her thoughts on the trend of investment product fees going down and how investors might be able to benefit from this.
Read the article

May 8, 2019
Criminal Element
(Enterprise magazine)
Chris Catliff, BlueShore Financial CEO, discusses how BlueShore Financial is continuing to be proactive in protecting both the organization and clients against cyberfraud.
Read the article

April 30, 2019
The costs of owning cottages and vacation properties
(BNN Bloomberg)
Kelly Gares, BlueShore Financial Investment Advisor, joins a panel of advisors on BNN Bloomberg Advisor to discuss vacation property purchases and the estate planning and insurance issues that can arise.
Watch the segment

April 29, 2019
Differences between owning property and investing in REITs
(BNN Bloomberg)
Kelly Gares, BlueShore Financial Investment Advisor, joins a panel of advisors on BNN Bloomberg Advisor to discuss the differences between owning physical real estate and investing in real-estate investment trusts.
Watch the segment

April 24, 2019
How real estate fits into a financial plan
(BNN Bloomberg)
Kelly Gares, BlueShore Financial Investment Advisor, joins a panel of advisors on BNN Bloomberg Advisor to discuss how real estate fits into a financial plan in today’s market.
Watch the segment

April 22, 2019
How creativity plays a role in digital transformation
(Banking Exchange)
Fred Cook, BlueShore Financial CIO, shares how creativity plays a role in the digital transformation of an organization and the lessons he has learned about creativity and teamwork from his time as a musician.
Read the blog post

April 11, 2019
Parents: Plan carefully if helping your children buy a house
(Financial Post)
Chris Catliff, BlueShore Financial CEO, discusses important items parents should keep in mind if they are considering assisting their child in buying a home.
Read the article

March 29, 2019
Personal Investor: 3 ways to make tax season a family affair
(BNN Bloomberg)
BlueShore Financial shares how to include family members in your tax strategy to significantly lower a household’s income tax bill.
Watch the segment or read the article

March 18, 2019
The easiest and quickest ways to repair your credit score
(CTV News)
Scott Evans, BlueShore Financial Advisor, shares his tips on how to repair poor credit scores in a segment for CTV News’ McLaughlin on Your Side.
Watch the segment

March 6, 2019
What should women ask their financial planners
(Morningstar)
Ilana Schonwetter, BlueShore Financial Investment Advisor, contributes her insight into what women should look and ask for when it comes to their financial advisors.
Read more

March 5, 2019
Women starting a business should start here
(Morningstar)
Ilana Schonwetter, BlueShore Financial Investment Advisor, is quoted in Morningstar Canada’s Women in Investing Special Report providing tips and information for female entrepreneurs who are looking to start their own business.
Read the report

March 4, 2019
Downsized: How a late-career job loss during prime earning years can derail retirement plans
(Globe and Mail)
Scott Evans, BlueShore Financial Advisor, is quoted regarding items to keep in mind when planning for retirement during unexpected life events such as layoffs.
Read more

March 4, 2019
Women need to think differently when investing
(Morningstar)
Ilana Schonwetter, BlueShore Financial Investment Advisor, discusses how women can save for their futures and retire comfortably.
Read more

March 1, 2019
Leaders of the Pack
(Enterprise Magazine)
Chris Califf, BlueShore Financial CEO, is quoted discussing succession planning for senior roles, the search for tomorrow’s credit union leaders, and the challenges that come along with this.
Read more

February 28, 2019
Tips for building a high-performance work culture
(BC Business)
Marni Johnson, BlueShore Financial SVP, Human Resources & Corporate Affairs contributed an article sharing insight on creating a high-performance culture within an organization.
Read Marni's article

February 21, 2019
Future of work requires both digital skills and emotional intelligence
(Business in Vancouver)
Lori Howe, BlueShore Financial AVP Human Resources, discusses the importance of both digital literacy and emotional intelligence in the workplace in a contributed article.
Read more

February 16, 2019
Why it’s harder to save for retirement if you’re a woman
(Global News)
Ilana Schonwetter, BlueShore Financial Investment Advisor, shares insight into retirement planning tips for women in a segment discussing why it’s harder to save for retirement as a female.
Watch the segment

February 16, 2019
The number of adults living with their parents has doubled since 1995
(Global News)
David Lee, BlueShore Financial Advisor, contributed to an article regarding the rising number of Canadian adults currently living with their parents and the contributing financial and cultural factors.
Watch the segment

February 1, 2019
Millennials are saving more for retirement
(Morningstar)
Scott Evans, BlueShore Financial Advisor, was quoted regarding the value of an accredited financial advisor in a time of digital knowledge to help millennials prepare their RRSPs for future use.
Read more

February 1, 2019
It’s all about the attitude
(HR Professional)
Marni Johnson, BlueShore Financial SVP, Human Resources & Corporate Affairs, shares insight into how a workforce of continuous learners has become essential to business.
Read more

February 1, 2019
Move on or stay at home?
(Business in Vancouver)
David Lee, BlueShore Financial Advisor, provides an analysis of whether retirees should stay in their homes, downsize, or move into a retirement community.
Read more on page 8

February 1, 2019
Living longer in a lucky time
(Business in Vancouver)
John Cindric, BlueShore Financial Advisor, was quoted regarding the double edged sword of longer life expectancies and the rising costs associated with retirement.
Read more on page 11

January 1, 2019
BlueShore Financial receives a national accolade
(Enterprise Magazine)
BlueShore Financial being named one of Canada’s 10 Most Admired Corporate Cultures by Waterstone Human Capital was highlighted.
Read more

2018

December 31, 2018
Don’t panic: Financial advisors urge calm after volatile 2018
(News 1130)
Scott Evans, BlueShore Financial Advisor, discusses how investors should prepare for 2019 after the market volatility of 2018.
Read more

December 22, 2018
Getting ahead of the 2018 tax season
(Global News)
Scott Evans, BlueShore Financial Advisor, contributed to Global News’ 2018 year-end tax segment regarding the benefits of meeting RESP deadlines.
Watch the segment

December 21, 2018
‘Financial Spa’ opens in Kerrisdale
(Vancouver Courier)
Chris Catliff, BlueShore Financial CEO, discusses the concept and strategy behind BlueShore’s Financial Spas.
Read more

December 15, 2018
4 year-end tax tips to make the most of your 2018 money
(Global News)
Scott Evans, BlueShore Financial Advisor, shares year-end tax tips individuals can take to yield bigger tax refunds and boost their 2018 savings.
Read more

December 1, 2018
The everyday wealthy mindset
(Business in Vancouver)
Chris Catliff, BlueShore Financial CEO, contributed an article that shares his insights on options and strategies that new investors should keep in mind for future success.
Read more on page 6

November 20, 2018
Who’s paying the soaring costs of real estate levies?
(Business in Vancouver)
Chris Catliff, BlueShore Financial CEO, shares his insights on how the Vancouver real estate market has been impacted by taxes, rising interest rates, and stricter requirements for mortgages.
Read more

November 5, 2018
Should you invest in Canadian real estate?
(MorningStar)
Scott Evans, BlueShore Financial Advisor, comments on the challenges surrounding saving money to invest in real estate.
Read more

October 18, 2018
How to decide if you should make the switch from a variable to a fixed-rate mortgage
(Financial Post)
Preceding the anticipated Bank of Canada rate increase, Scott Evans, BlueShore Financial Advisor, discusses variable versus fixed-rate mortgages.
Read more

October 4, 2018
The Incalculable ROI of HR
(PeopleTalk Magazine)
Marni Johnson, SVP, Human Resources and Corporate Affairs at BlueShore Financial, discusses ways to measure the success of HR departments.
Read more

October 4, 2018
Kerrisdale branch
(Ming Pao)
In a Chinese article, Gary Suen, BlueShore Financial Advisor, discusses the various design elements in BlueShore’s new Kerrisdale branch, including unique details that relate to Chinese culture, making this branch unlike any other.
Read more

October 2, 2018
CEOs are forged, not born
(Globe and Mail)
Chris Catliff, BlueShore Financial CEO, contributed an article to the Leadership Lab column about how up and coming business leaders can prepare to step into a C-suite position, particularly the CEO role.
Read more

October 1, 2018
Digital literacy: a must in age of digital transformation, cyberattacks
(Canadian HR Reporter)
Marni Johnson, SVP, Human Resources and Corporate Affairs at BlueShore Financial, contributed an article about the importance and benefits of digital literacy within the workplace.
Read more

September 26, 2018
Best money management company BlueShore opens new store in Vancouver
(Epoch Times)
Catharine Downes, VP Marketing at BlueShore Financial, and Gary Suen, BlueShore Financial Advisor, discuss the design of the new Kerrisdale Financial Spa branch. (To read the article in English, right click and select the translate option.)
Read more

September 25, 2018
Vancouver home sales are at a six-year low, and now is the time to buy
(Yahoo Finance)
Chris Catliff, BlueShore Financial CEO, provides insights into the current Vancouver real estate market.
Read more

September 24, 2018
Heir apparent
(Enterprise Magazine)
Reg Marrinier, SVP of Retail and Business Banking at BlueShore Financial, discusses how credit unions like BlueShore Financial are helping clients navigate through the biggest inter-generational wealth transfer in Canadian history.
Read more

September 21, 2018
You can now hold Bitcoin in your RRSP, but should you?
(Morningstar)
David Lee, BlueShore Financial Advisor, discusses considerations to keep in mind regarding the recent announcement that Bitcoin can now be held in RRSPs and TFSAs.
Read more

September 14, 2018
Aging business owners need to tackle estate planning
(Financial Independence Hub)
Andre Guillemette, BlueShore Financial Wealth Protection Specialist, discusses estate planning for business owners in this contributed article to a financial blog.
Read more

September 1, 2018
Community Connection
(Women in Business)
Armita Seyedalikhani, Director, Communications and Corporate Affairs at BlueShore Financial, contributed an article that discusses how volunteerism and volunteer boards present excellent development and networking opportunities.
Read more on page 28

August 26, 2018
Learning more about personal finance ahead of first days in post-secondary
(News1130)
David Lee, BlueShore Financial Advisor, speaks about the importance of students learning about personal finances and budgets before starting university or college.
Read more

August 15, 2018
What’s behind the ‘living inheritance’ trend?
(Global News)
The living will trend is rising: parents are choosing to share wealth with their children now, rather than as an inheritance later. Scott Evans, BlueShore Financial Advisor, shares insight on this estate planning trend.
Watch the segment

August 8, 2018
Market flow stymied
(Canadian Real Estate Wealth)
In an article about over-housed Canadian seniors impacting the housing market, David Lee, BlueShore Financial Advisor, discusses creative ways to help renew healthy flow in the market including joint ownership of a home, pre-gifting of inheritance, and using a trust.
Read more

August 1, 2018
Office Space: BlueShore Financial’s headquarters
(Montecristo Magazine)
BlueShore Financial’s head office and Lonsdale Financial Spa is featured in Montecristo online.
Read more

July 11, 2018
Bank of Canada raises rates
(Financial Post)
The Bank of Canada rose interest rates on July 11 and created buzz in the media. Chris Catliff, BlueShore Financial CEO, shared his opinion on the change with the Financial Post.
Read more

July 7, 2018
Diversifying portfolio a smart retirement choice
(Winnipeg Free Press)
Scott Evans, BlueShore Financial Advisor, is quoted in this article about why diversifying your investments can help you save more for your retirement.
Read more

June 29, 2018
Navigating phishy waters: Investing in your employees to minimize risk of data breaches
(Financial Post)
Marni Johnson, SVP, Human Resources and Corporate Affairs at BlueShore Financial, contributed an article about the importance of digital literacy in business and mitigating cyber risks.
Read more

May 28, 2018
The pros and cons of reverse mortgages
(CTV Vancouver)
Scott Evans, BlueShore Financial Advisor, provides insights on what to watch for when it comes to reverse mortgages.
Watch the segment or read more about it

May 17, 2018
Stepping Forward
(HR Professional)
Marni Johnson, SVP, Human Resources and Corporate Affairs at BlueShore Financial, contributed an article that discusses ways women can press for progress in the workplace.
Read more

April 21, 2018
Why parents should talk to their kids about finances
(CBC)
Perry Ceholski, BlueShore Financial VP Wealth Management, spoke about the importance of financial literacy and ways parents can educate their children about finances, on CBC Radio’s BC Almanac show.
Read a segment summary

April 18, 2018
Making a will is a key part of planning for your family’s future
(The Province)
Scott Evans, BlueShore Financial Advisor, contributed an article that discusses the importance of having a will and essential factors to consider during the process.
Read more

April 3, 2018
Three ways to fire up employee passion
(Globe and Mail)
Chris Catliff, BlueShore Financial CEO, discusses how leaders can ignite employees’ passion for their organization’s strategy.
Read more

March 18, 2018
Kids and their cash
(Enterprise magazine)
Catharine Downes, VP Marketing at BlueShore Financial, discusses our Wishbank program in an article focuses on different ways that credit unions are contributing to financial literacy programs for children.
Read more

March 7, 2018
Money 1-2-3 Series
(Global News Radio)
The gender pay gap, maternity leave and higher life expectancy are all factors that can impact women’s finances. Ilana Schonwetter, BlueShore Financial Investment Advisor, discusses how women can manage their investments for better long term financial well-being.
Listen to the segment

March 5, 2018
Too much cash, too soon
(Globe and Mail)
Chris Catliff, BlueShore Financial CEO, discusses some outside-of-the-box ways that families can pass down money to the next generation.
Read more

February 28, 2018
Health-care costs loom large on retirement horizon
(Business in Vancouver)
David Lee, Financial Advisor, shared tips on retirement planning at a Business in Vancouver Retirement Ready panel.
Read more

February 20, 2018
Mission Imposter
(Women in Business)
Our SVP, HR and Corporate Affairs, Marni Johnson, shares her experience in a Women in Business article about "imposter syndrome" and how to get past it to move your career forward.
Read more on page 6

February 14, 2018
Financial planning for blended
(Financial Independence Hub)
Scott Evans, Financial Advisor, discusses financial tips for blended families in this contributed article to a popular financial blog.
Read more

February 14, 2018
Why women need to save more for retirement
(Global News)
Ilana Schonwetter, BlueShore Investment Advisor, appears on Global News in a segment about differences for men and women when it comes to saving for retirement, and why women needs to save more.
Watch the segment here

February 13, 2018
Financial tip for blended families
(Business News Network)
Ilana Schonwetter, BlueShore Investment Advisor discusses the top financial topics blended families need to go over before joining together.
Watch the segment here

January 30, 2018
The transformation of BlueShore Financial
 (Director Journal)
Our current Board Chair, Allan Achtemichuk, our past Board Chair, Dave Davenport, and retired SVP Governance, Doug Smith discuss BlueShore’s unique strategic transformation from the lens of Board and Management.
Read more

January 23, 2018
'Island of congestion' choking North Shore businesses
(Vancouver Sun)
Chris Catliff, BlueShore Financial CEO, discusses the impact that North Shore transportation issues have on North Shore businesses and their employees.
Read more

January 10, 2018
Money 101: Raising financially savvy teenagers
 (CTV Vancouver)
David Lee, BlueShore Financial Advisor, appeared on CTV Vancouver to share tips on how parents can help teens make better decisions about money.
Watch the segment

2017

December 19, 2017
Year in Review: Financial sector
 (Roundhouse Radio)
Chris Catliff, BlueShore Financial President and CEO, discusses the biggest stories and trends in the financial sector on air with Business in Vancouver.
Listen to the segment

November 24, 2017
The riskiest business strategy of all? Not doing what everyone else is
 (Financial Post) Chris Catliff, BlueShore Financial President and CEO, writes about why taking risks and disrupting your own business is essential to long term success.
Read more

November 23, 2017
Head to Head: Marni Johnson
 (HRD Magazine)
Marni Johnson, BlueShore SVP HR and Communications, shares what kind of education would help further HR roles.
Read more.

November 21, 2017
Meet a Role Model: Catharine Downes
 (Women of Influence)
Catharine Downes, VP Marketing at BlueShore Financial, discusses BlueShore's rebranding project, her career path and tips for up and coming women leaders.
Read more

November 14, 2017
Adopting artificial intelligence
 (Business in Vancouver)
Chris Catliff, BlueShore Financial President and CEO, shares insights on how BlueShore Financial uses AI technology to improve client service.
Read more

November 10, 2017
Small business owners, rising interest rates
 (BNN)
BlueShore Financial Advisor David Lee was quoted on Business News Network in a segment about tips for small business owners dealing with rising interest rates.
Watch the segment

October 16, 2017
Banking goes Zen with spa-like branches
 (Globe and Mail)
BlueShore Financial CEO Chris Catliff, HR and Communications SVP Marni Johnson, and Learning and Development Manager Vanessa Bragg, discuss the improved design of our workspaces. The piece also includes several photos of BlueShore.
Read more

October 10, 2017
2017 BC CEO Awards: Chris Catliff
 (Business in Vancouver)
Chris Catliff, BlueShore Financial President and CEO, has been recognized as a 2017 BC CEO award winner. This prestigious award, presented by Business in Vancouver and MacKay CEO Forums, celebrates the best of BC’s business leaders.
Read more

October 4, 2017
Parent’s pain, children’s gain
(Vancouver Sun)
BlueShore Financial Advisor Scott Evans shares tips on how to save for your child’s future education.
Read more

October 2, 2017
BlueShore Financial: The finance boutique
(Montecristo)
Chris Catliff, BlueShore Financial President and CEO, shares how BlueShore has transformed into a sophisticated full service financial boutique.
Read more

September 30, 2017
Fair tax plan strategies
(News1130)
BlueShore Financial Advisor David Lee shares strategies for dealing with the government’s fair tax plan.
Listen to the segment 

September 26, 2017
Fair tax proposal commentary
(Roundhouse Radio)
BlueShore Financial Advisor John Cindric shares his thoughts on the government’s fair tax proposal.
Listen to the segment (start at 15:40) 

September 13, 2017
Build that wall
(Enterprise)
Peter Chau, BlueShore Financial VP, Business Technology Systems, describes some of the cybersecurity measures that have been taken at BlueShore.
Read more

September 13, 2017
How BlueShore Financial Spas disrupt the traditional banking experience
(Cardrates)
Reg Marrinier, BlueShore Financial SVP, Retail and Business Banking, shares how the concept of combining banking services with pleasurable settings has been successful at BlueShore.
Read more

September 12, 2017
How to take charge of your career
(Women in Business)
Marni Johnson, BlueShore Financial SVP, HR and Communications, contributed an article that discusses how to move your career forward.
Read more (page 27)

September 8, 2017
How will the interest rate increase impact Canadians?
(Roundhouse Radio)
Chris Catliff, BlueShore Financial President and CEO, completed an interview with Business in Vancouver on Roundhouse Radio to discuss the impact of the interest rate increase on the economy, real estate, and businesses.
Listen to the segment (start at 43:00)

September 5, 2017
Dialing in to Digital
(Enterprise)
BlueShore Financial President and CEO Chris Catliff weighs in on the topic of digital transformation in the financial services industry.
Read more

August 30, 2017
Leading in a Digital Age
(HRD magazine)
As part of their “CEOs on Leadership” issue, Human Resources Director magazine has published a profile piece on CEO Chris Catliff. The article emphasizes BlueShore’s focus on learning and development, and a talent and technology strategy.
Read more

August 29, 2017
Taking money out of an RESP? Beware of the taxman
(Global News)
BlueShore Financial Advisor Scott Evans shares factors to keep in mind when saving for and withdrawing from RESPs.
Read more

August 28, 2017
Financial literacy should start early
(North Shore News)
Catharine Downes, VP Marketing at BlueShore, shares information about our Wishbank program and other tips for parents of kids heading back to school.
Read more

August 24, 2017
Teach youth about managing finances before university
(Squamish Chief)
Branch Manager Holly Hetherington shares tips for how parents can financially prepare their kids for going back to school ranging from budgeting, to the importance of building good credit.
Read more

August 15, 2017
Three ways your business can leverage artificial intelligence
(Globe and Mail)
In The Globe and Mail Leadership Lab column, BlueShore Financial President and CEO Chris Catliff shares his thoughts on how AI technology can be used to customize the client experience, detect fraud, and increase client engagement.
Read more

July 22, 2017
Financial strategies for every stage
(Global BC)
BlueShore Financial Advisor, Scott Evans appeared on Global TV for a live in-studio interview to discuss financial strategies that you can use during different stages of life.
Watch the segment

July 6, 2017
Strategies for buying a vacation property
(CTV Morning Live)
CTV News' Chief Financial Commentator Pattie Lovett-Reid mentions BlueShore Financial in a segment about the hot recreational property market and some strategies for finding one that is right for you.
Watch the segment

June 24, 2017
Millennials, mortgages, mom and pop
(Winnipeg Free Press)
A Canada Mortgage and Housing Corporation (CMHC) survey found that almost one in five first-time buyers have received financial help from their family. BlueShore Financial CEO Chris Catliff provides tips for parents who plan to help their kids buy a home.
Read more

June 20, 2017
Breaking the invisible barrier
(HR Professional Now)
BlueShore Financial SVP of HR and Communications, Marni Johnson, contributed an article to HR Professional Now magazine that discusses why diversity is important to the success of an organization, and presents ways to overcome unconscious biases in order to attract and hire diverse talent.
Read more

June 15, 2017
The power of negotiating
(Women of Influence)
BlueShore Financial SVP of HR and Communications, Marni Johnson, discusses the power of negotiation for women in business, and shares tips on the best way to negotiate.
Read more

June 11, 2017
Financially helping adult kids may just be a return to an old normal
 (Global News)
Is financially helping your kids buy a home a return to an old norm? BlueShore Financial Advisor Harpreet Saroya and CEO Chris Catliff to discuss trends in the Vancouver housing market and what parents need to know if they plan to help their kids get into the market.
Read more

June 7, 2017
Toronto could become a “buyer’s market” in coming months
(Global News Online)
In an article about the Toronto housing market and what potential shifts may mean for homeowners across Canada, BlueShore Financial CEO Chris Catliff is quoted presenting the BC perspective.
Read more

June 6, 2017
Nearly half of Canadians count on inheritance for retirement, but will they actually get any money?
(Global News Online)
BlueShore Financial CEO Chris Catliff discusses a recent study that states that half of Canadian investors expect to receive an inheritance, and many are counting on that money to help them in retirement.
Read more

May 29, 2017
Money strategies for the sandwich generation
(Financial Independence Hub)
Scott Evans, BlueShore Financial Advisor, shares financial tips for individuals who are taking care of their children and parents at the same time.
Read more

May 25, 2017
Small businesses overlooking tax shelters
(Business in Vancouver)
David Lee, BlueShore Financial Advisor, shares integrated tax strategies for small business owners.
Read more

May 21, 2017
How elderly caregiving can impact financial equality
(Global News)
Ilana Schonwetter, BlueShore Investment Advisor, discusses how caring for the aging population uniquely impacts women’s financial pictures.
Read more

May 15, 2017
Vancouver: Housing concerns cross generations
(BNN)
Kelly Gares, Investment Advisor at BlueShore Financial appeared on BNN Advisor. In the seven minute interview Kelly discusses investment trends in BC, covering housing, tourism and clean tech.
Watch the video

April 11, 2017
Meet Marni Johnson
(Women of Influence Magazine)
Marni Johnson, SVP of HR and Communications at BlueShore Financial, is featured in the online edition of Women of Influence magazine. The article discusses Marni’s career path and features her lessons learned and tips for aspiring women in business.
Read more

April 8, 2017
Tax Saving Strategies
(CKNW Radio)
John Cindric, BlueShore Financial Advisor, discussed tax saving strategies for homeowners on CKNW radio.
Listen to the segment

April 7, 2017
Innovation Spotlight: It’s Personal
(Banking Technology Magazine)
Banking Technology Magazine, a UK publication, highlights BlueShore's unique personalized client experience approach in their Innovative Spotlight section. The article features quotes from BlueShore Financial CIO Fred Cook and a photo of the Edgemont Village Financial Spa on pages 18 and 19.
Read more

March 24, 2017
Tax-Saving Strategies for Homeowners
(BNN)
Financial Advisor, David Lee provides potential tax saving tips for homeowners in this article on BNN.
Read more

March 13, 2017
HRM Canada’s Hot List 2017?
(HRD Magazine, p 32)
Human Resources Management Canada’s annual "Hot List" celebrates the who’s who of HR in Canada and our very own Marni Johnson, SVP HR and Communications, is on the 2017 list for the second time. Nominees are selected based on their impact on business outcomes and overall excellence in the HR industry.
Read more

March 2, 2017
How a board of directors can be a major asset
(Globe and Mail)
In The Globe and Mail Leadership Lab column, BlueShore Financial President and CEO Chris Catliff shares his thoughts on why a board of directors can be a strong asset for any organization.
Read more

February 28, 2017
Dad, mom or app – what most influences retirement saving?
(Globe and Mail)
BlueShore Financial President and CEO Chris Catliff is quoted about effective strategies young people can use to start saving for retirement.
Read more

February 23, 2017
The HR Mindset: Keeping People First
(HRMA People Talk Magazine)
The Human Resources Management Association interviewed BlueShore Financial CEO Chris Catliff about how business leaders and human resources understand each other, and how they can best work together for success.
Read more (p. 26-31)

February 20, 2017
Three out of four gen-Xers are unprepared for retirement: Study
(The Vancouver Sun)
BlueShore Financial’s President and CEO, Chris Catliff shares insights on how gen-Xers can maximize their retirement savings.
Learn more

February 17, 2017
How millennials can plan for retirement
(CKNW)
Financial Advisor, John Cindric talks about common retirement planning pitfalls and how millennials can avoid them.
Learn more

February 17, 2017
The key to successful retirement planning: Pay yourself first
(The Vancouver Sun)
Chris Catliff, President and CEO, BlueShore Financial discusses retirement planning tips for millennials.
Learn more

February 2, 2017
Why a Strong Company Culture Can Attract Tomorrow’s Top Talent
(BOSS Magazine)
Marni Johnson, SVP of HR and Communications at BlueShore Financial, appears in a contributed article on the topic of building a strong corporate culture.
Read more

January 31, 2017
Retirement Ready: Pension pressure
(Business in Vancouver)
Financial Advisor David Lee appears in a contributed article within Business in Vancouver's Retirement Ready edition of their magazine. David discusses upcoming changes to the Canada Pension Plan and how they may affect retirement decisions.
Read more

January 17, 2017
Retirement Ready Panel
(Roundhouse Radio)
Financial Advisor David Lee shares tips on preparing for retirement during the Business in Vancouver “Retirement Ready” discussion panel. Segment begins at the 23:15 mark.
Listen to the segment

January 16, 2017
Down payment help: What parents, kids should know before money is gifted
(Global News)
Financial Advisor Kristine Skinner shares what parents and kids should both know before any money is gifted for a down payment.
Read more

2016

December 22, 2016
Financial Sector Review
(Roundhouse Radio)
BlueShore Financial CEO Chris Catliff speaks to Business in Vancouver on Roundhouse Radio about the financial sector's year in 2016 and trends to watch for in 2017. Segment starts at the 14:28 mark.
Listen to the segment.

December 19, 2016
Holiday giving: Smart ways to maximize your charity donations
(CTV Vancouver)
Financial Advisor John Cindric shares the best ways to optimize the tax benefits from your charitable donations.
Watch the segment.

December 1, 2016
CEO comments on changes to mortgage rates
(National Post)
BlueShore Financial CEO Chris Catliff speaks to the National Post about recent mortgage rate changes.
Read more.

November 21, 2016
SVP of Retail and Business Banking on CBC Radio One

Reg Marrinier, SVP of Retail and Business Banking at BlueShore Financial, discusses our WishBank program, and how we have partnered with school districts to teach financial literacy to children.
Listen to the segment.

November 17, 2016
Proactive approach propels credit union
(Business in Vancouver)
Our CEO Chris Catliff shares how technology has contributed to BlueShore Financial’s success and our position on Business in Vancouver’s Top-100 list of most profitable companies in BC.
Read more.

November 3, 2016
BlueShore Financial CEO on Roundhouse Radio
(98.3 FM)
Our CEO Chris Catliff speaks about how to "election-proof" your portfolio in the midst of the U.S. election. (Segment starts at the 38:05 mark.)
Listen to the segment.

October 26, 2016
America's election and your portfolio: Here's how to protect yourself either way
(CBC News online)
Our CEO Chris Catliff discusses the impact that the American election may have on us and how Canadians can “election-proof” their portfolios.
Read more.

Sept 30, 2016
SVP, Human Resources & Communications, Marni Johnson, featured
(HRD4)
Our SVP, Human Resources & Communications, Marni Johnson, has been featured in an article highlighting her 'other life' as a talented musician.
Read more.

September 12, 2016
Don't want to break the bank on school costs? Start your RESP early
(BNN)
Financial Advisor David Lee talks about leveraging RESPs to save for your child’s education.
Read more.

September 6, 2016
With tuition costs on the rise, parents should start RESP early: experts
(CTV News)
Financial Advisor David Lee shares advice on getting a head start on saving for your child’s education.
Read more.

August 31, 2016
Wealth Protection Specialist on Roundhouse Radio
(98.3 FM)
BlueShore Financial Wealth Protection Specialist Andre Guillemette discussed how unexpected medical expenses can affect a business and the importance of critical illness insurance for business owners. (Segment starts at the 14:35 mark.)
Listen to the segment.

August 22, 2016
Leadership Lab: How to change your business strategy and thrive
(The Globe and Mail)
BlueShore Financial CEO Chris Catliff shares advice on how to successfully change your business strategy.
Read more.

August 17, 2016
Cash Crunch
(Enterprise)
Financial Advisor Scott Evans shares his advice on retirement planning for “sandwich generation” families, that have both kids and parents to take care of.
Read more.

August 11, 2016
How to put corporate transparency into practice
(BCBusiness)
BlueShore Financial CEO Chris Catliff shares insight with BCBusiness magazine on best practices for corporate transparency.
Read more.

July 20, 2016
Keeping People First: Chris Catliff
(PeopleTalk Magazine)
BlueShore Financial CEO Chris Catliff shares insights about his Keeping People First: CEO Award win, leadership style and his positive working relationship with Human Resources.
Read more.

July 13, 2016
Why summer is the perfect time to start thinking about tax season
(Yahoo Finance)
Financial Advisor David Lee shares tips on what you can do now to prepare for tax season later.
Read more.

July 8, 2016
CEO Chris Catliff on Roundhouse Radio
(98.3 FM)
BlueShore Financial CEO Chris Catliff appeared on Roundhouse Radio to share insights with Business in Vancouver about the impact of Brexit on the Vancouver housing market. The interview starts at the 23 minute mark.
Listen to the segment.

June 28, 2016
Vancouver's Hot Housing Market

(Business News Network)

BlueShore Financial CEO Chris Catliff speaks with BNN about what Vancouverites are doing to get their foot in the door of the red hot real estate sector.
Watch the segment.

June 27, 2016
How BlueShore Financial evolved from a credit union for fishermen into a financial boutique

(Financial Post)

Chris Catliff, BlueShore Financial CEO, and Marni Johnson, SVP of HR and Communications, discuss BlueShore’s business growth strategy and evolution from a modest community credit union to a boutique financial institution.
Read more.

June 20, 2016
Condos for kids? Vancouver parents getting toddlers on property ladder

(CTV Vancouver)

BlueShore Financial appears in a news segment about ways that parents are helping their children enter the Vancouver housing market.
Watch the segment.

June 10, 2016
Financial Advisor Kristine Skinner on Roundhouse Radio
(98.3 FM)
Financial Advisor Kristine Skinner appeared on Roundhouse Radio to talk to Business in Vancouver about the future of real estate in Vancouver and unique ways some parents are helping their children enter the market. (Segment starts at the 8:35 mark.)
Listen to the segment.

June 8, 2016
It's a growing trend in Vancouver's housing market: condos for kids
(News1130)
BlueShore Financial CEO Chris Catliff discusses unique ways parents are getting their children in to the housing market early.
Read More.

June 6, 2016
Vancouver parents buy property for young children to secure a future foothold
(Business in Vancouver)
Our Financial Advisor Kristine Skinner discusses the trend of parents buying homes years in advance for their young children.
Read More.

May 26, 2016
Helping the kids with a home down payment? Know how it will affect you
(Canadian Business)
Our Financial Advisor Kristine Skinner discusses what parents need to consider when helping their kids purchase a home.
Read More.

May 24, 2016
Profile: CEO Chris Catliff
(Business in Vancouver)
BlueShore Financial CEO Chris Catliff shares stories about BlueShore Financial’s evolution, his career path and his love of the West Coast in a profile piece by Business in Vancouver.
Read More.

May 12, 2016
Helping your kids buy a home
(Breakfast Television Vancouver)
Our Financial Advisor Kristine Skinner speaks with Dawn Chubai of Breakfast Television about what parents are doing to help their kids get in to the housing market.
Watch the segment.

May 5, 2016
Chris Catliff on Roundhouse Radio
(98.3 FM)
Our CEO Chris Catliff was interviewed by Business in Vancouver journalists on Roundhouse Radio and discussed rebranding, our business strategy and our 75th anniversary.
Listen to the segment.

May 1, 2016
All eyes on Canada
(Private Banker International)
Reg Marrinier, BlueShore Financial Senior VP of Retail and Business Banking, is quoted in an article about dominating trends in the wealth management market.
Read more.

April 27, 2016
Make the most of your charitable donations on your tax return
(Yahoo Finance)
Making a charitable donation is not only personally rewarding, it can also help reduce your taxes. Our Financial Advisor, David Lee spoke with Yahoo! Finance about how to make the most of charitable donations on your tax return.
Read More.

April 25, 2016
What you need to know about buying a home with a friend
(Yahoo Finance)
Research shows that one in four millennials would consider buying a home with a friend. If you're thinking about a joint mortgage, our Financial Advisor David Lee shares his expert advice on what to consider before signing on the dotted line.
Read More.

April 12, 2016
Should bank branches be more like spas? This man thinks so
(Globe and Mail)
Our CEO Chris Catliff discusses the co-operative business model and the strategy that transformed BlueShore Financial.
Read More.

March 14, 2016
Peer to Peer: Why the boss can’t stay a jack of all trades
(Business in Vancouver)
BlueShore Financial SVP of HR and Communications, Marni Johnson, discusses the topic of when it is time for a manager to move from the role of a "doer" to the role of a leader and facilitator.
Read More.

March 1, 2016
HRD Hot List: The who’s who of HR in 2016
(HRD Magazine, pg 31)
Human Resources Director’s annual "Hot List" celebrates the who’s who of HR in Canada and our very own Marni Johnson, SVP of HR and Communications, is on the 2016 list. Nominees are selected based on their impact on business outcomes and overall excellence, as well as industry award winners who have been recognized for their top work.
Read More.

February 17, 2016
Budget winners and losers
BC Business Daily
BlueShore Financial CEO Chris Catliff comments on the effect that the 2016 B.C. budget will have on credit unions and small business owners.
Read More.

February 15, 2016
You can tap your RRSP to buy a first home – but be careful
(Financial Post)
Wondering if it is a good idea to use the homebuyer’s withdrawal plan when buying your first home? BlueShore Financial Investment Advisor Kelly Gares shares his expert advice on the topic.
Read More.

January 28, 2016
Retiree advocates seek to prevent growing U.S. ‘elder orphan’ problem in Canada
(Yahoo Finance)
BlueShore Financial Advisor David Lee and his client Ed Jopson discuss the financial issues that face seniors who live alone and don’t have much of a family support network.
Read More.

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