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Financial Planning

Exceptional local service combined with trusted financial knowledge

The right advice at the right time

Some decisions take a little more thought. Let's work together to find the financial planning solutions for you.

  • Get personalized advice
  • Clarify your goals
  • Build a financial plan
  • Develop a tailored investment strategy
  • Know your insurance options
  • Plan for retirement

Meet our financial planners

Our local financial planners have decades of experience in the financial planning and insurance industries. Their combined wealth of knowledge and drive gives them the focus and confidence to help you reach your financial planning goals.

Senior Financial Planner
Bulkley Valley Credit Union

Tim Veenstra
CFP®

Financial Planner - Aviso Wealth

With over 25 years at BVFS, Tim enjoys providing strategic leadership and specializes in retirement planning, personalized investment strategies, tax and estate planning. He is dedicated to helping clients achieve their financial goals.

Learn more about financial planning


(250) 847-7936 Email Tim

Senior Financial Planner
Bulkley Valley Credit Union

Gilbert Van der Woerd
CFP® CIM® CLU FEA

Financial Planner - Aviso Wealth

Gilbert brings more than 15 years of expertise in financial planning. He has a deep-seated dedication to his clients' welfare that comes with his deep industry knowledge ensuring that every client receives tailored and conscientious guidance towards their financial goals.

Learn more about financial planning

(250) 845-7977 Email Gilbert

How a financial planner can help

Financial planners are available to guide you through some of your biggest financial decisions—to shape your future and secure your financial freedom later in life. Here are some of the ways we can help:

Investment planning

A thorough approach to investment planning considers tax planning, investment management, estate planning and much more.

Begin your investment at any age to reach your goals.

Retirement planning

There's more to planning for retirement than RRSP's and Pension Plans. You also need to plan for taxes, living arrangements and insurance.

We can help you create a future with financial freedom tailored to you.

Estate planning

Whether planning wealth strategies for your lifetime of after you're gone, it's helpful to have a plan.

Enjoy peace of mind for you and your family.

Life insurance planning

We can help you create a plan to protect you and your family from loss of income from disability, critical illness or premature death.

Ensure your loved ones are protected.

Meet our staff

Our friendly and knowledgeable staff help to make BVFS a resource you can trust. They live and work in the communities we serve and are committed to helping our members.
 

Morganne Blattmann

Administrative Assistant

Morganne's unwavering positivity and proficiency shine through in her role, where she excels as a dedicated and versatile assistant. Her ability to thrive both independently and as a collaborative team member, coupled with her commitment to continuous learning, makes her an invaluable asset to our team.


(250) 847-7936

Sherrie Stuart

Administrative Assistant

Sherrie's ever-present cheerfulness and empathetic demeanor make her a favorite among clients. With her extensive experience at BVFS, she brings a wealth of knowledge from various scenarios and client interactions, fostering strong and lasting relationships with ease.



(250) 845-7977

Amanda Clee

Administrative Assistant

Amanda's extensive administrative background across both public and private organizations, plays a vital role in ensuring our business operates seamlessly on a daily basis. Her commitment to continuous improvement drives the evolution of our processes and procedures and enables us to consistently deliver our best work.


(250) 845-7977
Disclosure:

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Unless otherwise stated, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.

Smithers Branch

3894 1st Avenue
PO Box 3729
Smithers, BC
V0J 2N0
250 847-3255
Hazeltons' Branch

4646 10th Avenue
PO Box 159
New Hazelton, BC
V0J 2J0
250 842-2255


Houston and District Branch

2365 Copeland Avenue
PO Box 1480
Houston, BC
V0J 1Z0
250 845-7117
Lakes District Branch

117-35 Lakeview Mall, Hwy 16
PO Box 1029
Burns Lake, BC
V0J 1E0
250 692-7761
BVIS

1139 Main Street
PO Box 2380
Smithers, BC
V0J 2N0
866 811-1110
BVFS

3894 1st Avenue
PO Box 3729
Smithers, BC
V0J 2N0
250 847-7936

BVIS

3350 10th Street
PO Box 369
Houston, BC
V0J 1Z0
866 811-1115
BVFS

2367 Copeland Avenue
PO Box 1480
Houston, BC
V0J 1Z0
250 845-7977
Administration

3872 1st Avenue
PO Box 3637
Smithers BC
V0J 2N0
250 847-7933
Member Services Contact Centre

3894 1st Avenue
Smithers BC
V0J 2N0
1 877 847-2828

Copyright © Bulkley Valley Credit Union, 2022