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

  • 2019 Member Survey

    Bulkley Valley Credit Union is proud to announce the launch of our 2019 Member Survey. A few hundred members have received letters in the mail requesting their participation in this important project. We would like to encourage you to share your thoughts with us.

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  • The GREEN envelopes are coming to you!!

    All of us at Bulkley Valley Credit Union - including staff members, management, and our Board of Directors - want to take a moment to thank every single member for their continued support. This year, your patronage amount will be automatically deposited into your account. The letter you receive in the mail on 100% recycled paper will indicate the amount that will be deposited. We encourage you to visit your branch and if you bring in your letter you will receive an extra chance to win $500!

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  • Interac Flash Now Available

    Interac Flash (also knows as "tap") is a secure and convenient payment feature that lets you pay at the Point of Sale with your Member Card debit card by simply holding your card over the contactless reader. As of Monday April 29th, we are offering this product to our members!

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