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.

Securities are offered through Qtrade Advisor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.


In Our Community

  • Proud to be Ding Free

    If you are away from our local communities, there are 4100 other ATMs across Canada that are Ding Free. Download the Ding Free App at http://www.ding-free.ca to locate the closest Ding Free ATM to your location

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  • Last Chance for Bursary Applications!

    Did you know that the Credit Unions of BC Bursary Program awarded over $138,000 in bursaries in 2017? Bulkley Valley Credit Union is proud to help Bulkley Valley and Lakes District 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! Deadline is to apply for a bursary up to $2000 is JUNE 15. Continue reading for more information!

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  • Smithers Launches Emergency Notification System

    Are you a Smithers resident? On May 22 the Town of Smithers launched their local Emergency Notification System which will send out alerts to residents in various emergency situations. Messages will be sent to users on their preferred method of contact: cell phone, home phone, text, email or work phone. This system allows residents to respond to the alert. Continue Reading to learn more about the Emergency Notification System.

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