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Bulkley Valley Financial Services


Financial Planning

Exceptional local service combined with trusted financial knowledge

    The right advice at the right time

    Some decisions take a little more thought. Let's work together to find the financial planning solutions for you.

    • Get personalized advice
    • Clarify your goals
    • Build a financial plan
    • Develop a tailored investment strategy
    • Know your insurance options
    • Plan for retirement

    Meet our financial planners

    Our local financial planners have decades of experience in the financial planning and insurance industries. Their combined wealth of knowledge and drive gives them the focus and confidence to help you reach your financial planning goals.

    Senior Financial Planner
    Bulkley Valley Financial Services

    Tim Veenstra
    CFP®

    Investment Advisor - Aviso Wealth

    With over 25 years at BVFS, Tim enjoys providing strategic leadership and specializes in retirement planning, personalized investment strategies, tax and estate planning. He is dedicated to helping clients achieve their financial goals.

    Learn more about financial planning


    (250) 847-7936 Email Tim

    Senior Financial Planner
    Bulkley Valley Financial Services

    Gilbert Van der Woerd
    CFP® CIM® CLU FEA

    Investment Advisor - Aviso Wealth

    Gilbert brings more than 15 years of expertise in financial planning. He has a deep-seated dedication to his clients' welfare that comes with his deep industry knowledge ensuring that every client receives tailored and conscientious guidance towards their financial goals.

    Learn more about financial planning

    (250) 845-7977 Email Gilbert

    How a financial planner can help

    Financial planners are available to guide you through some of your biggest financial decisions—to shape your future and secure your financial freedom later in life. Here are some of the ways we can help:

    Investment planning

    A thorough approach to investment planning considers tax planning, investment management, estate planning and much more.

    Begin your investment at any age to reach your goals.

    Retirement planning

    There's more to planning for retirement than RRSP's and Pension Plans. You also need to plan for taxes, living arrangements and insurance.

    We can help you create a future with financial freedom tailored to you.

    Estate planning

    Whether planning wealth strategies for your lifetime of after you're gone, it's helpful to have a plan.

    Enjoy peace of mind for you and your family.

    Life insurance planning

    We can help you create a plan to protect you and your family from loss of income from disability, critical illness or premature death.

    Ensure your loved ones are protected.

    Meet our staff

    Our friendly and knowledgeable staff help to make BVFS a resource you can trust. They live and work in the communities we serve and are committed to helping our members.
     

    Morganne Blattmann

    Administrative Assistant

    Morganne's unwavering positivity and proficiency shine through in her role, where she excels as a dedicated and versatile assistant. Her ability to thrive both independently and as a collaborative team member, coupled with her commitment to continuous learning, makes her an invaluable asset to our team.


    (250) 847-7936

    Sherrie Stuart

    Administrative Assistant

    Sherrie's ever-present cheerfulness and empathetic demeanor make her a favorite among clients. With her extensive experience at BVFS, she brings a wealth of knowledge from various scenarios and client interactions, fostering strong and lasting relationships with ease.



    (250) 845-7977

    Amanda Clee

    Administrative Assistant

    Amanda's extensive administrative background across both public and private organizations, plays a vital role in ensuring our business operates seamlessly on a daily basis. Her commitment to continuous improvement drives the evolution of our processes and procedures and enables us to consistently deliver our best work.


    (250) 845-7977
    Disclosure:

    Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

    Unless otherwise stated, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.

    About Us
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    Smithers Branch
    3894 1st Avenue
    PO Box 3729
    Smithers, BC
    V0J 2N0
    250 847-3255
    Hazeltons' Branch

     4646 10th Avenue
    PO Box 159
    New Hazelton, BC
    V0J 2J0
    250 842-2255


    Houston and District Branch

     2365 Copeland Avenue
    PO Box 1480
    Houston, BC
    V0J 1Z0
    250 845-7117
    Lakes District Branch

     117-35 Lakeview Mall, Hwy 16
    PO Box 1029
    Burns Lake, BC
    V0J 1E0
    250 692-7761
    BVIS

     1139 Main Street
    PO Box 2380
    Smithers, BC
    V0J 2N0
    866 811-1110
    BVFS

     3894 1st Avenue
    PO Box 3729
    Smithers, BC
    V0J 2N0
    250 847-7936

    BVIS

     3350 10th Street
    PO Box 369
    Houston, BC
    V0J 1Z0
    866 811-1115
    BVFS

     2367 Copeland Avenue
    PO Box 1480
    Houston, BC
    V0J 1Z0
    250 845-7977
    Administration

     3872 1st Avenue
    PO Box 3637
    Smithers BC
    V0J 2N0
    250 847-7933
    Member Services Contact Centre
    3894 1st Avenue
    Smithers BC
    V0J 2N0
    1 877 847-2828

    Copyright © Bulkley Valley Credit Union, 2022