According to its 2021 report, BlueShore Financial gained $42 million in net operating income and achieved a 17.8% RORE (return on retained earnings). The assets under administration increased to $6.9 billion with a 6% growth.

1. For the personal investor, BlueShore Financial provided everyday baking services including bank accounts & services, mortgages & credits, investments and insurance.
2. BlueShore Financial offers financial solutions to businesses no matter it is a start-ups, well established or winding down. To support the development of business and non-profit organizations, BlueShore Financial sets business accounts and offers commercial mortgages & credit, business investment, as well as business insurance. When doing the business investment, BlueShore Financial strives for maximum return and balances clients’ need for accessibility and flexibility at the same time. Clients can buy various term deposits at BlueShore Financial and invest in market-based products, stocks, bonds and ETFs. The business insurance service aims to protect the continuity and profitability of clients’ business and personal wealth and assets. Insurance ranges from group health, key person life insurance, buy-sell life insurance, disability insurance, business loan insurance, and critical illness insurance.
3. The investment advisors in BlueShore Financial provide wealth management. To meet different needs, it offers tax strategies, wealth protection, estates & trusts, philanthropy as well as business succession.

BlueShore Financial was named as Canada's Most Admired Corporate Cultures by Waterstone Human Capital in 2021. In 2022, BlueShore Financial Credit Union was rated BBB (high) for the long-term issuer rating and R-1(low) for a short-term issuer rating by DBRS Morningstar. The ratings reflect the strong franchise position, asset quality, liquidity and capitalization of BlueShore Financial.

Official Website: https://www.blueshorefinancial.com/

根据其 2021 年报告，BlueShore Financial 获得了 4200 万美元的净营业收入，并实现了 17.8% 的 RORE（留存收益回报率）。管理资产增至 69 亿美元，增长 6%。

对于个人投资者，BlueShore Financial 提供日常烘焙服务，包括银行账户和服务、抵押和信贷、投资和保险。

BlueShore Financial 为企业提供金融解决方案，无论是初创企业、成熟的企业还是正在倒闭的企业。为支持商业和非营利组织的发展，蓝岸金融设立商业账户，提供商业抵押和信贷、商业投资以及商业保险。在进行商业投资时，蓝岸金融力求获得最大回报，同时平衡客户对可访问性和灵活性的需求。客户可以在 BlueShore Financial 购买各种定期存款，并投资于基于市场的产品、股票、债券和 ETF。商业保险服务旨在保障客户业务及个人财富和资产的连续性和盈利能力。保险范围包括团体健康、关键人物人寿保险、买卖人寿保险、残疾保险、商业贷款保险和重大疾病保险。

BlueShore Financial 的投资顾问提供财富管理服务。为了满足不同的需求，它提供税收策略、财富保护、遗产和信托、慈善事业以及企业继承。

BlueShore Financial 被 Waterstone Human Capital 评为 2021 年加拿大最受尊敬的企业文化。2022 年，BlueShore Financial Credit Union 的长期发行人评级为 BBB（高），短期发行人评级为 R-1（低） DBRS 晨星评级。该评级反映了 BlueShore Financial 强大的特许经营地位、资产质量、流动性和资本化程度。

官方网站：https://www.blueshorefinancial.com/