BlueShore Financial

Happy Diwali from all of us at BlueShore Financial! #BlueShoreFinancial #Diwali #community

On the 11th hour of the 11th day of the 11th month, we honour all those who have served our country in war and peace. #RemembranceDay #LestWeForget #Veterans #BlueShoreFinancial

A friendly reminder that all BlueShore Financial branches and our Solution Centre will be closed for Remembrance Day on Wednesday, November 11.

SUPPORT LOCAL GIVEAWAY It’s a tough time for many businesses, so it’s more important than ever to support them. That’s why we’re giving away 3 baskets featuring local flavours. First up: Craft breweries! We love the creative flavours offered by the exploding craft brewery industry in BC. Like this post to be entered into a draw to win six 4-packs of a selection of local craft brews, that’s 24 local craft beers! Stay tuned for more local giveaways. #SupportLocalBusiness -... Giveaway closes November 13 @ 5pm PST - You must be 19+ to enter, and a resident of BC - No purchase necessary - One entry per person - To be contacted for notification of win, you must be a follower of BlueShore Financial’s official Facebook page - Winner must be able to pick the prize up from one of BlueShore Financial’s 13 branches - This giveaway is not sponsored or administered by Facebook - See complete terms and conditions: https://www.blueshorefinancial.com/Campaign/ContestRules/ See more

Meet financial advisor, Anne Wakelin: "My previous background in the hotel and hospitality industry taught me the value of five-star service. I tell my clients that at BlueShore Financial we speak their language: service. And when I receive a referral as a result of that service, I accept it with gratitude and treat it as a valued gift." Learn more about Anne: https://bit.ly/3jZfn95

A friendly reminder that all of our branches and Solution Centre will be closed on Monday, October 12, for Thanksgiving and will re-open on Tuesday, October 13. Have a great long weekend!

Claudio Chisani, BlueShore Investment Advisor, provides insights on how the state of American politics and global conditions brought on by the pandemic are set to influence investments of Canadians. Listen to the podcast with Tyler Orton of Business in Vancouver to learn about what you need to consider for your investments. https://bit.ly/3oP5u1a

Join BlueShore Financials’ AVP, Strategic Planning and Corporate Affairs, Armita Alikhani on October 16th at 8am PST for the "Journey to C-Suite" panel discussion hosted by Wnorth. Register to hear insights from Armita and other business leaders in financial services, about their career paths and lessons learned in their journeys. Details: https://bit.ly/2SAHPTp

Congratulations to the Burnaby Board of Trade for a successful livestream of the 2020 Business Excellence Awards. Kudos to all the nominees and of course, the winners: Business of the year: Beedie... Business of the Year (up to 50 employees), presented by BlueShore Financial: Integra Eyecare Centre Business Person of the Year: Rizwan Somji, Cymax Group Not For Profit Organization of the Year: Burnaby Hospital Foundation Burnaby Citizen Champion: Sangeeta Bhonsale Entrepreneurial Spirit: Fantuan Delivery Burnaby Community Spirit: Allteck Business Innovation: Advanced Intelligent Systems Healthy Workplace: Para Space Landscaping Environmental Sustainability: Electronic Arts Burnaby Business Hall of Fame Inductee: Canada Wide Media See more

Congratulations to Big Sisters of BC Lower Mainland on the success of your Luminary Award Soiree. The event raised over $1 million! BlueShore Financial is proud to be a sponsor of this event that directly contributes to the important work that Big Sisters of BC Lower Mainland does to help support over 850 vulnerable youth and their families each year. #mentoringmatters

So how does one sell a home during a pandemic? While COVID has upended the sales process, like pretty much everything else, now may actually be a good time to do so. Learn more about the tips and tricks of selling during these unique market conditions. https://bit.ly/3d6w5kM

To help us protect the health and safety of our clients and employees, we ask clients to wear a face mask in our branches. We appreciate your support.

Don’t be spooked by your finances this Halloween. Connect with BlueShore Financial, and discuss your financial concerns with our experts. Our Financial Advisors can offer the best tips and ‘tricks’ to manage your finances. #BlueShoreFinancial #BeRichlyValued #HappyHalloween #TrickorTreat #FinancialWellness

Meet business advisor, Jason Hundle. "I like to take the time to get to know clients first and develop trust; to understand the unique challenges and opportunities for their business. Once that is established, I strive to provide clients with tailored financial solutions to meet their short and long-term goals." Learn more about Jason: https://bit.ly/3iKQgWZ

Using the same password for multiple sites and accounts exposes you to fraud. This #cybersecurityawarenessmonth remember to use different keys for different doors by creating strong, complex and unique passwords and then change them regularly. Remember to: Use a mix of lower and upper case letters Use numbers and special characters Avoid using commonly guessed words like your name or birthday Don’t recycle old passwords ... #BlueShoreFinancial #passwordprotection #cybersecurity #technology #dataprotection #passwordhygiene

In an increasingly connected and digital world, we spend more and more time on our phones. It’s important to have a clear understanding of where your private information may be vulnerable. Bluetooth and public Wi-Fi connections can expose your data, so avoid them whenever possible. Always password protect your device and keep your software up to date. For more tips on keeping your information and devices safe, visit https://bit.ly/3dxIZIX #cybersecurityawarenessmonth #cybersecurity #dataprotection #information #personaldevices #technology

On #orangeshirtday we honour the survivors and all impacted by the residential school system. Learn more about the story of #orangeshirtday here: www.orangeshirtday.org #everychildmatters

Join us Wednesday, October 28, as our panel of experts discuss the impact of the pandemic and other factors on our economies, our finances and our portfolios. Learn financial tips and strategies to help plan effectively for the coming year to make it a strong one. Our panelists include: - Filip Jakobs, Head of Risk / Analytics / Capital Market Strategies, PRO Financial Solutions ... - Mona Heidari, Financial Advisor, BlueShore Financial - Claudio Chisani, Investment Advisor and Portfolio Manager, BlueShore Financial and Credential Securities Learn more or register: https://bit.ly/3oIoqyK

Meet financial advisor, Kristine Skinner. "I take great delight in working with clients and helping them understand complex financial topics. It is also rewarding to watch that knowledge being used at various life stages." Kristine is based at our Park Royal branch and is here to support you remotely or in person. Learn more: https://bit.ly/3jephDT

During these uncertain times, there are many different items to keep in mind for your investment strategy. BlueShore Investment Advisor Graham Priest recently shared some insights on the topic with Business in Vancouver.

What you need to know about your #RESP strategy during these changing times. Read this The Globe and Mail article with advice from BlueShore Financial Advisor, Scott Evans #assets by Kira Vermond Read the full article here: https://tgam.ca/3dxnLLq

Richard Butterworth, Chief Financial Officer at BlueShore Financial will be participating in the North Vancouver Chamber's Economic Outlook webinar on September 24th. Along with other experts, he will share commentary on what the future might hold in respect to global and Canadian financial issues, with a focus on the local economy. Register online to listen in!

Help your kids stay safe online. Start by setting up parental controls on connected devices that your child uses for browsing, online learning, social media or gaming. Remember, adults fall prey to online scams, so your children will need extra help in knowing how, when and where to share personal or private information . Learn more: https://www.getcybersafe.gc.ca

Be careful not to over-contribute to your TFSA in 2020. Keep in mind that if you contributed fully early this year, but needed cash and withdrew funds, you must wait until 2021 to contribute again. Over-contributions are subject to a 1% penalty. Not sure if this applies to you? Talk to your advisor or learn more: https://bit.ly/3hIzFm1

What can small business owners do to help prepare themselves and their companies for a second wave of COVID-19? BlueShore Financial Advisor Scott Evans shares insights with CBC/Radio-Canada.

BlueShore was very proud to be the presenting sponsor of the virtual 2020 Whistler Excellence Awards last night. Congratulations to the winners: - Naoko Homma, Sushi Village; Business Person of the Year - Dave Clark, Citizen of the Year - Snowboard Addiction, Innovative Business of the Year... - Court Larabee, Whistler Blackcomb; Rising Star of the Year - Revolution Powersports, Whistler Experience Service Small Business - Whistler Public Library, Whistler Experience Service Large Business - ecologyst & café, Sustainability in Action Business - The Fairmont Chateau Whistler, Champion of the Arts & Culture - Doug Forseth, Whistler Learning Centre; Above & Beyond And congrats to the Whistler Chamber of Commerce for a very fun and entertaining virtual event. Watch the awards online: https://youtu.be/7kWhZqBk5ZI

Meet financial advisor, Irene Narayan. Client appreciation, whether it be a smile, nod, or thank you, makes my day a whole lot better. Helping others is a noble calling and financial planning gives me the opportunity to make a difference in people’s lives. Irene is based at our Burnaby branch and is here to support you remotely or in person. Learn more: https://bit.ly/3mwncVZ

BlueShore is proud to be the presenting sponsor of the 2020 North Vancouver Chamber Local Leaders Awards. Congratulations to all the nominees, honourable mentions, and of course, the winners: Service Excellence: LIVE WELL Exercise Clinic Community Leadership: Twin Lions Contracting Innovation: Thomas FX Group Inc.... Young Business Leader: Sons of Vancouver Distillery Inspiration: Zen Maker Lab Award of Excellence: Lonsdale Quay Hotel See more

Join us for the first ever virtual Whistler Excellence Awards hosted by Whistler Chamber of Commerce. Tune in tonight @ 7pm. https://www.facebook.com/events/1512871235590703/

Thank you to our CEO, Chris Catliff, for 20 years of service to our clients, staff and credit union industry. With Chris’ leadership BlueShore has become an award-winning organization recognized for its client service, financial expertise, corporate culture, and innovation. Get to know Chris and the BlueShore difference.

Join BlueShore Financials’ AVP of Strategic Planning and Corporate Affairs this Friday morning for the "Journey to C-Suite" panel discussion hosted by Wnorth. Register and tune in to hear insights from business leaders in financial services about their career paths and lessons learned in their journeys. https://bit.ly/2SAHPTp

Are you pursuing post-secondary education this year? Applications are now open for student financial aid through the Credit Unions Of BC Bursary program. Learn more: https://cufoundation.org/student-application/

Today we celebrate International Credit Union Day. Let’s recognize the hard work credit unions do around the globe to provide their members with opportunities to increase financial wellness. This is especially important given all the economic, health and social challenges we all face in 2020 and beyond.

Meet our business advisor, Rob Lewis. Every business is different so I believe in providing a customized relationship-management approach that works for the client and their business. Rob is based at our Lonsdale branch and is here to support you remotely or in person. Learn more: https://bit.ly/3hkwdh7

Nominate a North Vancouver local leader who has stepped up to help the community during the pandemic. Nominations close September 11th. https://bit.ly/2WuIRT4

A friendly reminder that our branches and Solution Centre will be closed on Monday, September 7 for the Labour Day long weekend.

Always ensure your online banking password is unique. Every time you re-use a password, a single security breach on an external website risks leaking your credentials to hackers. Hackers will use those credentials to try accessing accounts across the web, including online banking. Stay safe online!

BlueShore Financial CEO Chris Catliff shares insights and advice for business owners on how to embrace business continuity during times of crisis, and how to plan for the future, with Meegan Reed on CBC Radio.

Discover local artist Mary Fox on display in our branch gallery on the corner of Lonsdale and 13th. Her ceramic chalices, perched on impossibly slender stems set in raw rock, are elegant in their proportions and breathtaking in palette.

Looking for tips on how to lead your organization effectively during these uncertain times? BlueShore Financial CEO Chris Catliff shares his insights on how to build an impactful organization and be a thoughtful leader in the latest episode of the Coastal Front podcast with Andrew Johns. Listen here: https://bit.ly/3gC6T5M

Whether you’re looking to connect with your Financial, Business, Investment or Wealth Protection Advisor, they are all available for meetings by phone, email or video conference. Contact your advisor or our Solution Centre today to set up a virtual meeting to discuss any financial concerns. https://bit.ly/3hskeit

BlueShore Financial Advisor Scott Evans spoke to CBC/Radio-Canada on BC Today about ways to manage stresses related to personal finances during the current pandemic. Listen to the August 19 segment (25:00 mark) here: https://www.cbc.ca/listen/live-radio/1-4/clip/15793501

Check out local artist David Wilson’s abstract landscapes on display at the corner of Lonsdale and 13th (display is visible from outside the branch). His work draws from childhood memories and evokes the complex geometry and hidden tensions of mountains from coast to coast. #SupportingLocalArtists #ArtsInView

As part of our COVID-19 Response Fund, BlueShore provided funds to each of our employees to Pay it Forward in our communities. Here’s how some of our staff spread the joy.