| Name | Title | Contact Details |
|---|---|---|
Tanya Scott-Tomlin |
Chief Compliance Officer | Profile |
Nico Van Bockstal |
Regional Director of Compliance | Profile |
Salima Fajal |
Regional Director of Compliance | Profile |
Stephen Costello |
Regional Director of Compliance | Profile |
Anita Yu |
Regional Director of Compliance | Profile |
BlueShore Financial is a full-service financial institution offering a wide range of banking, borrowing, wealth management, insurance and business solutions. Serving clients from our Financial Spa™ branches located in Vancouver and Burnaby, across the North Shore, Whistler and the Sea-to-Sky region, we administer nearly $3 billion in assets and have been consistently ranked among the top 20 financial planning firms in Metro Vancouver. In addition to convenient everyday banking and borrowing services, our expert financial advice and integrated team approach to lifespring® financial planning consider each client`s specific goals, incorporating the expertise of investment, insurance, business and commercial banking specialists. We`ve been named among the “50 Best Small and Medium Employers in Canada” and "The Green 30" by Aon Hewitt, and “Canada`s 10 Most Admired Corporate Cultures™” by Waterstone Human Capital. We innovate to exceed client expectations, delivering an exceptional banking experience, unique in the industry. You don`t compromise when it comes to creating a lifestyle that fulfills your dreams. Don`t compromise on your banking services.
The greatest asset that PFM Group offers clients is the unparalleled expertise of our professionals. As a firm, we are distinguished by having highly experienced individuals who have specialized in serving the needs of municipal finance officers and institutional investors for many years. On the Financial Advisory side, Public Financial Management, Inc. is staffed with individuals possessing intimate knowledge of their field of specialization, whether it be healthcare, higher education, transportation, school finance, or many other areas. At the same time, these individuals are supported by PFM's extensive resources in debt and credit structuring and management. PFM Asset Management LLC clients are supported by an engagement team consisting of portfolio managers, trading assistants, consultants, analysts and client representatives. All clients benefit from the coordinated efforts of an engagement team combining both local knowledge and experience and our deep resources nationwide. This team approach provides clients with close personal attention while leveraging PFM's broad reach in the industry.
Belsen Getty Inc is a Salt Lake City, UT-based company in the Financial Services sector.
SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $170 billion in assets, representing more than 1,700 institutions and over 6,000 households. We consist of 270 professionals passionately committed to seeing our clients achieve their financial goals and well-being. Our team members hold a variety of highly regarded certifications and degrees.
AB is a leading global investment-management and research firm with more than $500 billion in assets under management and a presence in 22 countries, with more than 3,400 employees worldwide. We serve clients ranging from institutions to individuals and private clients, and we offer independent research, portfolio strategy and brokerage-related services tailored to our clients` unique needs. With forward-looking perspective and expertise in equities, fixed-income, alternatives and multi-asset strategies, more than 500 investment professionals collaborate to share ideas and make connections across disciplines, geographies, asset classes and sectors. These collective insights drive innovation and better solutions, helping us keep our clients AHEAD OF TOMORROW®.