Covid-19 Updates


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

  • Mandatory Mask Requirement

    Bulkley Valley Credit Union (BVCU), Bulkley Valley Financial Services (BVFS), and Bulkley Valley Insurance Services (BVIS) take the health and safety of our staff, members, and the community very seriously.

    Since the beginning of the COVID-19 pandemic, we have actively followed provincial guidelines to ensure a healthy and safe experience for everyone in our buildings. This includes the mandatory mask requirement that came into effect on November 20 across British Columbia. This new restriction states that masks must be worn in all indoor public settings. Members who do not comply can be refused entry or service.

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  • Direct Deposit for CRA

    With CRA Direct Deposit, Canadians can receive payments such as: income tax refund, benefits and credits such as the Canada child benefit (CCB), the goods and services tax/harmonized sales tax (GST/HST) credit, Canada workers benefit (CWB), and provincial and territorial payments such as the Ontario Trillium Benefit (OTB). Eligible Canadians can also receive COVID-19 support benefits such as the Canada Recovery Benefit, Canada Recovery Sickness Benefit and Canada Recovery Caregiving Benefit directly into their bank account.

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