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 Family Day

    Happy Family Day from Staff and Management of Bulkley Valley Credit Union. To allow our staff to spend the day with their families all branches will be closed from Saturday, February 16th and re-open on Tuesday, February 19th with regular business hours.

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  • Turbo Tax offer!

    TurboTax makes it easy to do your taxes right and get your maximum tax refund guaranteed.1 What’s best, as a valued member of Bulkley Valley Credit Union, you can get a special 20% discount on TurboTax Online products.

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  • Last Chance for Bursary Applications!

    Bulkley Valley Credit Union is proud to help Bulkley Valley and Lakes District students reach their post-secondary education goals through the Credit Unions of BC Bursary Program. Submit your bursary application today and get help towards funding your future! Deadline is to apply for a bursary up to $2000 is February 15. Continue reading for more information!

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