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

  • 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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  • Credit Unions of BC Bursary Program

    The deadline for the Winter Semester Credit unions of BC Bursary Program is February 15th,2020. Click here to learn more.

    Bulkley Valley Credit Union is proud to help BC 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!

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  • RRSP and TFSA

    The deadline for contributing to an RRSP for the 2019 tax year is MARCH 2, 2020. The TFSA annual contribution limit for 2020 is $6000. The TFSA annual contribution limit of $6000 is indexed to inflation and rounded to the nearest $500. Visit your local branch for more information and to find the product that best suits your needs! For more information on TFSA contribution room continue reading here!

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