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
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.
Phone: (250) 847-7936
Email: tveenstra@bvfs.com
Senior Financial Planner
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.
Phone: (250) 845-7977
Email: gvanderwoerd@bvfs.com
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.
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.
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.
Disclaimer
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.
Reach us wherever you are
Meet an advisor
Book the day and time that suits you.
Visit a branch
We’re open between 9:30am & 4:30pm, M-F.
Email us
Email a specific branch or department.
Call us
8am-6pm, M-F,
9am-5pm, Sat.