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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

  • BC DAY is here!

    Your local branch will be closed Saturday, July 31 through Monday, August 2nd on this BC DAY long weekend. We will be open our regular business hours on Tuesday, August 3rd to serve you. Have a great long weekend and be safe!

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  • Smithers Branch winner is Cycle 16!

    Our second winner for the BVCU Legacy Grant is Cycle 16 Society for the Smithers region!
    Cycle 16 is working towards building a paved path, separate from the highway, linking Telkwa, Smithers and rural areas, for the benefit and enjoyment of locals and visitors.

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  • WOW Kids Initiative

    Do you know a deserving youth in your community that goes above and beyond in their lives? Do they excel, lead, give back?
    Do they WOW?

    Read More