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.

Securities are offered through Qtrade Advisor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.


In Our Community

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  • Canada Day Weekend is Here!

    The Directors, Management and Staff wish everyone a very happy and safe Canada Day weekend!
    All Branches are open regular hours on Friday June 29th, and then closed on June 30 and July 2.
    Regular hours will resume on Tuesday July 3rd.
    Enjoy your weekend!

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  • Proud to be Ding Free

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