Financial Planning

Financial Planning

Our objective is to provide our clients with exceptional client service and financial advice. Bulkley Valley Financial Services subscribes to the basic philosophy of providing our clients with MORE.

  • More knowledge and expertise.
  • More long-term vision.
  • More commitment to understanding your goals and dreams.
  • More financial disciplines working together

– all under one roof.

Bulkley Valley Financial Services has access to the best available financial products and services – anywhere.

What really sets us apart, however, is how we listen to your needs, help you identify your goals and utilize our various in-house areas of expertise to foster long-term financial solutions.

What it all means to you?

As a client with Bulkley Valley Financial Services, you will have the benefit of receiving more service and expertise than you would normally come to expect. As a result you will also be able to consolidate your financial goals and dreams, and, in-turn simplify your life. The result?

Confidence in knowing your present finances, and future lifestyle, are secure and successful.

Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.


In Our Community

  • Happy International Credit Union Day!

    On October 18, 2018, Bulkley Valley Credit Union will, along with more than 56,000 credit unions around the world, celebrate International Credit Union Day, and the foundational principles that make credit unions unique.
    All of the branches of Bulkley Valley Credit Union will be celebrating, so please stop by any one of our branches to join in the fun!

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  • Thanksgiving Weekend

    The Staff, Management and Directors of Bulkley Valley Credit Union wish you and your family a Happy Thanksgiving! We will be closed Saturday, October 6 through Monday, October 8th and reopen with regular business hours on Tuesday, October 9th.

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  • Tips from BVIS

    Winter is coming….Have you winterized your cabin or RV?

    Here are a few helpful tips from our subsidiary Bulkley Valley Insurance to mitigate your exposure to loss this winter.

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