BlueShore Financial Sub Menu Investing Tax Strategies Wealth Protection Estates & Trusts Philanthropy Business Succession Main Menu Personal Business Wealth Advice & Planning About BlueShore Online Banking Breadcrumb Home Wealth Investing Investing Building your wealth Our approach is to match your goals with the right investment strategy backed by the experience and expertise of professional and dedicated investment advisors. In this way, together, we will build a powerful portfolio that aligns with your values and drives performance, all based on transparency, trust, and communication. Investing with an advisor Full-service brokerage services are available through BlueShore Financial in partnership with Credential Securities. Our professional investment advisors offer access to a virtually unlimited selection of stocks†, bonds†, ETFs†, and mutual funds†, backed by expert investment advice and extensive portfolio management experience. A powerful investment plan that works for you Building a diversified and higher new worth portfolio demands more sophisticated investment vehicles and more specialized advice. That's when you realize the greatest benefit from partnering with an accredited professional to manage your investment portfolio. Working with you to assess your current financial position and long-term goals, an investment advisor can create the optimal strategy for you. You'll receive top-notch financial guidance from professionals who know how the market works and how to make it work for you. Your advisor relationship The key is to develop a trusted relationship with an investment advisor who understands your unique needs, goals, and risk tolerance. Your advisor can then help you choose from the wide array of investment products available based on your individual risk profile and investment timeline. Working with your best interests in mind While we offer a number of investment products created by our wide range of investment partners, our advisors have access to virtually all types of investments. At BlueShore, it’s not about pushing product or favouring proprietary funds, it’s about which investments are right for your needs and your portfolio. What you can expect from your advisory team Your investment advisor will meet regularly with you to review your portfolio, assess changes in your circumstances, and keep you up-to-date on any issues that may affect your financial future. They also work as part of your overall BlueShore advisory team, including your financial advisor, and a wealth protection specialist or business advisor (as required). This team approach can extend to your broader professional partner network, including your legal and tax accounting advisors. Interested in trading online yourself? In partnership with Aviso Wealth, BlueShore offers clients the award-winning platform, Qtrade Direct Investing™, for convenient and cost-effective online trading. Qtrade offers a complete range of stocks†, ETFs†, mutual funds†, bonds†, GICs‡, and more. Added-value support services make it ideal for the investor who may desire assistance from time to time, but is primarily looking for a self-service brokerage option. Here are a few of Qtrade’s benefits: Exceptional value with competitive pricing Outstanding service with knowledgeable investment representatives available to assist Virtually every type of account, including non-registered and registered, cash, margin, and more Build a diversified portfolio with stocks, ETFs, mutual funds, bonds, GICs, and options, plus new issues/IPOs Extensive planning and research tools Convenient access: Stay connected with Qtrade Mobile for iPhone®, iPad®, and Android®. Explore Qtrade Direct Investing From the Advice Hub Investing Keeping Investments Under One Roof Do you use multiple advisors and organizations to manage your investments? Here are five reasons why it might be best to consolidate. Learn More Investing How To Generate Investment Income Tax-Efficiently There are many ways to earn investment income; each comes with its own risks and tax implications. Learn more now. Learn More More Investing Advice Jacky Tang Investment Advisor Have a question? Ask an expert Our team of experienced professionals are here to answer any questions you may have. How can we help you? Meet our advisory team ‡ Deposits are 100% guaranteed. Protection provided by the Credit Union Deposit Insurance Corporation of British Columbia. † Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. ®Apple, the Apple logo, iPhone, iPad Air, iPad Mini, Apple Watch, Apple Pay and iTunes are registered trademarks of Apple, Inc. App Store is a service mark of Apple Inc. ®Android and Google Play are trademarks of Google Inc. Ways to get in touch Call us 604.982.8000 1.888.713.6728 Online Contact us Visit us Find a branch Quick links Advice Hub Help Centre Rates Find Branch/ATM Contact Back to Top Footer Menu Privacy & Security Legal Careers News & Events 關於我們 Related Sites Mastercard Collabria Credential Investments BlueShore Broker Services Connect with us Facebook Instagram Twitter LinkedIn YouTube © 2021 BlueShore Financial Credit Union. Insurance services provided through BlueShore Wealth