Financial Planning

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Here you’ll find answers to your financial questions and the tools and information you need to help achieve the brighter financial future you’ve always dreamed of.

Utilize the Life Events Financial Planner, an online tool that you can use to create your own personalized financial plan - your guide to taking control of your financial future.

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Financial Planning Services

Bulkley Valley Credit Union’s financial planning subsidiary can help you develop a financial plan to reach your financial goals.

Bulkley Valley Financial Services Ltd. services are free of charge and without obligation, and are available to credit union members and non-members alike.
Everyone can benefit from financial planning, regardless of age or financial status. It is never too early or too late to start planning for your future.

Services include:

• critical illness plans
• life & disability insurance
• annuities
• group benefit plans
• mutual funds
• self-directed RRSPs & RIFs
• RESPs
• reverse mortgages