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

  • 5 Steps to protect yourself

    With the increasing amount of scams and cyber threats that are popping up in our every day lives it is important that we continue to work with you, our members to ensure you have the knowledge to avoid these scams. Lets go through 5 steps you can take to protect yourself.

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  • Credit Unions of BC Bursary Program

    Did you know that the Credit Unions of BC Bursary Program awarded over $153,000 in bursaries in 2018?

    Bulkley Valley Credit Union is a 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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