Expert advice, wherever you are
No matter where you are in BC, we’re ready to create your smart money plan built with trusted advice and flexible options just for you.
Plan brighter with the right advisor
"We’re not just planning for your future—we’re building it, together."
Start with your story
However you prefer to connect, we’ll talk about your goals, your timeline, and what matters most with a no-pressure conversation that starts with you.
Explore possibilities
From daily banking to retirement, we’ll explore options together that fit your needs, your budget, and the lifestyle you want to live.
Plan your future, your way
Your personalized plan marks clear next steps, whether you're saving for a home, growing a business, planning for retirement, or protecting what matters most.
Adjust course as you evolve
Life changes, and so should your plan. We're here to help you revisit, adjust, or optimize your goals to keep you on track, year after year.
Ready to make a plan?
Personalized advice. Flexible support. Real progress. Wherever you are today in your journey, a Beem Advisor will help you take the next step with confidence.
Why plan with Beem?
We’re not just advisors, we’re your partners in building a stronger financial future.
Enjoy personalized advice
No cookie-cutter plans here. We build a plan that fits your life, your goals, and your timeline.
Get ongoing support
Life is always changing, so should your financial plan. We're here to adjust and optimize as you grow.
Access expert tools
Use budgeting tools, calculators, and expert tips to help you make smarter financial decisions at every stage of your journey.
Use local, member-first service
We're rooted in your community, with decisions made locally to support your goals, your growth, and the future you’re building right here.
Let’s talk planning
Becomea member
With nearly 200,000 members across BC, you’ll be joining a credit union that has focused on the financial wellness of its community for over 80 years.
