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

  • BVIS Accepting Donations

    Bulkley Valley Insurance Services will be accepting the follow items for the Broadway Shelter. Adult size jackets, boots, socks, longjohns and mitts or gloves! They will be accepting donations from November 22 to December 14th. Anyone who donates an item is welcome to enter into a draw for a $200 Gift Card from Totem Audio!

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  • Branch Hours

    Bulkley Valley Credit Union will be closed November 10-12 for Remembrance Day. We will be open with regular branch hours on Friday, November 9thth and then reopen on November 13th.

    Lest We Forget.

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  • Happy Halloween

    The Directors, Management, and Staff at Bulkley Valley Credit Union would like to take this opportunity to wish everyone a very safe and happy Hallowe’en.

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