BlueShore Financial Launches Robo-Advisor Automated Investing Service

February 4, 2019

VANCOUVER, British Columbia--(BUSINESS WIRE)--Feb 4, 2019--BlueShore Financial in partnership with Aviso Wealth, is now the first Canadian credit union offering hybrid advice through the VirtualWealth platform.

VirtualWealth is a simple, easy-to-use online investing service that matches investors with a tailored portfolio based on their goals, timeline and tolerance for risk and the portfolio is automatically rebalanced to the investor’s target asset allocation. Unlike many robo platforms, BlueShore Financial is offering a hybrid advice model, combining the ease and convenience of robo investment with a dedicated advisor to help clients make sure their savings plans stay on track. Backed by experienced investment professionals, BlueShore Financial provides investment oversight and client support to ensure a comprehensive advisory experience.

“We’re pleased to offer new and innovative solutions to our clients,” said Chris Catliff, President and CEO, BlueShore Financial. “Our unique hybrid advice model ensures clients benefit from our expertise and personal approach, while utilizing digital tools to manage their investments.”

“We’re excited about introducing a high-quality digital advice service to our partners,” said Catherine Wood, Senior VP, Head of Online & Digital Wealth with Aviso Wealth, the parent company of VirtualWealth. “It extends our partners’ suite of competitive wealth management solutions and enhances their ability to meet the advice preferences of all their clients.”

About BlueShore Financial

BlueShore Financial is a boutique financial institution providing a full range of personal and business banking, wealth management, insurance and commercial lending solutions. With 13 branches located across the Lower Mainland and Sea-to-Sky Corridor, BlueShore Financial helps clients achieve financial wellness ® through personalized solutions and expert advice, delivered in a unique Financial Spa ® branch environment. BlueShore Financial manages over $5.7 billion in Assets Under Administration and is consistently ranked among the top 20 financial planning firms in Metro Vancouver.

BlueShore Financial is an Imagine Canada Caring Company, contributing at least 1% of pre-tax profits annually to charities and not-for-profit organizations within the communities it serves. BlueShore Financial is the operating name of BlueShore Financial Credit Union. To learn more about the BlueShore Financial difference, watch this video.

Follow us on Twitter @blueshorenews, on Instagram @blueshorefinancial or connect with us on Facebook.

About Aviso Wealth and VirtualWealth

VirtualWealth is part of Aviso Wealth, a national, integrated financial services company owned by credit union Centrals, The Co-operators/CUMIS and Desjardins. VirtualWealth capitalizes on the same technology capabilities as Qtrade Investor, one of Canada’s top-ranked online brokers. Aviso Wealth’s MFDA- and IIROC-regulated dealers, and its insurance dealer, support thousands of financial advisors at over 200 credit unions across Canada. Aviso also provides a full range of investment solutions, focusing on Responsible Investments, to Canadians from coast to coast. More information about VirtualWealth is available at virtualwealth.ca. More information about Aviso Wealth is available at aviso.ca. ®VirtualWealth is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.

View source version on businesswire.com:https://www.businesswire.com/news/home/20190204005212/en/

CONTACT: Armita Seyedalikhani

Director, Communications and Corporate Affairs

BlueShore Financial





SOURCE: BlueShore Financial

Copyright Business Wire 2019.

PUB: 02/04/2019 08:00 AM/DISC: 02/04/2019 08:01 AM


Update hourly