Financial Advisors

Nadir and his team are definitely the go to people for long term planning.!

I have known Nelson Deslippe of Integral Financial for 30 years. He has been my financial planner and insurance consultant for both personal and company needs. He has been provided important insight and advise on corporate financial planning and group insurance. I would not hesitate to recommend Nelson to others.

Colton has been excellent to deal with and has been diligent to follow up regularly. I wanted a diverse portfolio for my LIRA and a more conservative investment for a separate RRSP. Both of these have outperformed anything I've gotten through the banks in the past and Colton was able to access investment products that are unique and flexible. Very satisfied and highly recommended.

CIBC has been the most frustrating business regarding customer service experience. I would highly recommend a different bank, as CIBC regularly fails to provide efficient and friendly service. I recently had a typical experience at this branch in particular. I asked for written confirmation of why they were unable to process my cheque, which they refused to give. Instead of complying with my request, they sat me in the waiting room for over 40 minutes, while I watched them dial the CIBC toll free number just to prove me wrong. It felt spiteful and impersonal, as the manager refused to see me despite my repeated requests. I understood why they were unable to process my cheque, however, all I was requesting was written confirmation on how they were unable to provide me a service. Any respectable business would have easily complied, but as CIBC is regularly below par with customer service they naturally refused. Again, I would recommend avoiding CIBC at all possible costs if you value customer service.

Broad knowledge, gave all information so we could make an informed purchase, did not push only expensive options, prompt with returning messages and following up.

Blueshore Financial, a credit union, is a great alternative to traditional big banks. The staff are extremely helpful and warm. It's also nice to know that people come before profits.

Great Bank!

Stuart McConnachie is a great example of a business owner that puts his customers first. His focus is on developing a long-term relationship that will deliver long-term benefits for his customers. His caring, relaxed demeanour makes him a pleasure to work with. I have no hesitation in recommending Stuart as someone to go to for financial advice that you can trust and will keep your best interests in mind at all times.