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

  • March is Fraud Prevention Month

    Fraud is a crime that threatens every Canadian, regardless of their education, age or income. From January 2014 to December 2017, Canadians lost more than $405 million to fraudsters. It is important we all work together to make sure none of you become a victim of fraud! Continue reading to learn more.

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  • Update to e Transfers

    Interac e-Transfer is the number 1 Person to Person service in Canada which our members rely on to securely and conveniently send or receive funds. Now, the service, just got better with the introduction of two new features targeting personal and small business members alike. For more information continue reading.

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  • Happy Family Day

    Happy Family Day from Staff and Management of Bulkley Valley Credit Union. To allow our staff to spend the day with their families all branches will be closed from Saturday, February 16th and re-open on Tuesday, February 19th with regular business hours.

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