Bulkley Valley Financial Services subscribes to the basic philosophy of providing our clients with more:
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More knowledge & expertise
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More long-term vision
More understanding your goals & dreams
More financial disciplines working together
About BVFS
At Bulkley Valley Financial Services, we understand that every client is unique and deserves personalized service. Our philosophy is to put our clients first – to understand their situation and provide a first class experience tailored to their specific needs.
Investment Planning
A thorough approach to investment planning considers tax planning, investment management, estate planning, and much more. We believe high-quality financial planning services are a prerequisite to a successful investing experience.
Retirement Planning
Contributing to your RRSP or Group Pension Plan is not the only way to plan for retirement. You also need to plan your living arrangements, tax issues, what type of insurance you’ll need and how to pay for it all.
Estate Planning
Whether planning for wealth preservation or wealth transfer strategies throughout your lifetime or after you’re gone, it’s helpful to have a plan. If you are leaving behind a legacy or a charitable donation, we can help.
Insurance Planning
We can help you put in place a plan that protects you and your family from the loss of income due to disability, critical illness, or even premature death. We can further help ensure the taxes on your assets left to heirs will be minimized.
Education Planning
We are happy to help you maximize the value of your Registered Education Saving Plans (RESPs) and show you different options.
Market Commentary
Stay tuned!
Our Team
Tim Veenstra CFP®
Insurance Advisor - Bulkley Valley Financial Services Ltd.*
Investment Advisor – Credential Qtrade Securities Inc.
Tim Veenstra began in the financial services industry as a life insurance agent with Canada Life in 1994. In 1999, Tim joined Bulkley Valley Financial Services, a wholly owned subsidiary of Bulkley Valley Credit Union.
With over 25 years in the financial industry, Tim enjoys working with clients providing strategic leadership and helping them reach short and long-term financial goals through innovative financial planning solutions.
Gilbert Van der Woerd, CFP® CIM® CLU
Insurance Advisor - Bulkley Valley Financial Services Ltd.*
Investment Advisor – Credential Qtrade Securities Inc.
Gilbert Van der Woerd is a Senior Financial Planner. As an individual investor for many years, Gilbert officially joined Bulkley Valley Financial Services in January 2008.
His deep knowledge of the financial planning industry and desire to master complex financial planning concepts make Gilbert a key resource for our team. Experiencing multiple recessions has shaped him with an acute sense of duty towards his client’s emotional wellbeing during times of turmoil.
Morganne Blattmann
Administrative Assistant
Morganne Blattmann is an Administrative Assistant who joined the BVFS team in the Spring of 2022. When not in the office Morganne can be found working out in the gym, walking her two dogs or enjoying activities such as golf, hiking, painting, skiing and fishing.
She grew up in the Lower Mainland and went to school at SFU studying business. Morganne is very passionate for finance and plans on further developing a career in financial services. Morganne’s dedication to her work and ability to adapt has made her a great asset to our team.
Sherrie Stuart
Administrative Assistant
Sherrie Stuart is an Administrative Assistant and she joined the team in 2015. Sherrie is extremely committed to her work and our clients tell us they love hearing her cheerful and empathetic voice on the other end of the phone.
Before joining our team, Sherrie had a long career in various support positions with an international firm in another industry. She has been a great addition to our team from day one.
*Insurance products and services are offered through Bulkley Valley Financial Services Ltd., a wholly owned subsidiary of Bulkley Valley Credit Union, an independent and separate company from Credential Qtrade Securities Inc. Only products and services offered through Credential Qtrade Securities Inc. are covered by the Canadian Investor Protection Fund.
Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.
Contact
We have three branches to serve you.
Smithers Branch:
Contact
250.847.7936
Hours
Mon to Fri: 9am – 5pm
Visit
3894 1st Avenue
Box 3729, V0J 2N0
Houston Branch:
Contact
250.845.7977
Hours
Mon to Fri: 9am – 5pm
Visit
2367 Copeland Avenue
Box 1480, V0J 1Z0
Burns Lake Branch:
Contact
250.692.7761
Hours
Mon to Fri: 9am – 5pm
Visit
Hwy. 16 Lake View Mall
Box 1029, V0J 1E0
