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

  • Stay Safe Online

    Life is a little easier when you use your computer and mobile devices to get things done online. There are a few simple and sensible things you should be doing to help protect your self from online scams. Continue reading to find out what they are.

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  • March is Fraud Prevention Month

    It can happen to anyone. With just a few pieces of personal information, individuals, families, and businesses can be scammed out of millions of dollars. Most people don't think they can fall victim, but fraudsters use sophisticated ways to target people of all ages. Throughout the month, we will be focusing on the different types of fraud and tips on how you can prevent yourself from becoming a victim.

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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 10th and re-open on Tuesday, February 13 with regular business hours.

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