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

  • Important Notice-Credit Union Mastercard Program

    In January 1st, 2018 Bulkley Valley Credit Union will be introducing an exciting new family of personal and corporate credit cards. Our new card offering will provide excellent options to our members, with cards that specifically suit their individual credit card needs, both for personal use and for business. Please note that members may continue to use their existing Bulkley Valley Credit Union Mastercard card issued by CUETS Financial beyond January 1st, 2018. If you have any questions regarding your current Mastercard you should contact the number on the back of your credit card. We will keep you informed and provide greater detail on our new credit card program as we get closer to launch.

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  • Final Week

    It's the last week of November already which also means the last week of Financial Literacy Month. Hopefully you have taken advantage of the tips and links through out the weeks to help improve your household's finances! The last week is all about knowing your rights and responsibilities. Click here for a few tips!

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  • 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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