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A Premier Family Office Management Firm With Tailored Solutions Built To Your Families Unique Needs And Aspirations

Empowering
Futures, Crafting
Success

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Financial Advisor Calgary
Financial Advisor Vancouver

Over 00+ years in business.

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Why You Should Choose Bilyk Financial

Unlocking Your Financial Future Together

At Bilyk Financial, we focus on one thing: the needs of our clients. Our team of dedicated, multi-disciplinary experts channels unwavering commitment to craft and execute bespoke strategies. Through vigilant monitoring, we ensure our clients achieve their financial ambitions. Our passion lies in setting an unprecedented benchmark for the level of guidance and advice that every family of distinction should rightfully expect from their advisors

  • Trusted Relationships

  • Integrated & Innovative Solutions

  • A Deeper Level of Engagement & Conviction

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Client Retention Rate

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Of Clients Are Referrals

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Rating On Google

More About Us

We Know You Have Questions

Let us answer some of them for you. If you have other questions, schedule a no-obligation meeting to discover more about us and for us to uncover what you are looking for.

100% fiduciary. Your interest comes first.

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Average Added Value of a Financial Advisor (2022)

3.85%

What is your performance?

This will be different for every client as their unique risk profiles will dictate their level of risk. Our risk management structure gives us the framework to build a portfolio within the client’s comfort level that provides the best risk-adjusted rate of return.

What asset allocation will you use?

Our mission at Bilyk Financial is to provide clients with consistent risk-adjusted rates of returns. Most advisors start with an allocation to different asset classes and then fill the “buckets” with specific investments. We go the other way: we start with a universe of strategies, analyze each on the basis of returns, volatility, and correlations, and then build a portfolio that combines them in a way that we believe will best meet our clients’ objectives.

What costs will I incur?

We charge our clients a tiered fee for our services, with a declining balance as assets increase. Our fee structure is very transparent and will be set at the start. There are never any hidden fees. We do not receive payments from any external managers we use; this provides the best alignment with our clients, as each investment decision is based on what is best for each clients. We are cognizant of efficiently allocating capital in tax and fee-efficient matter.

Do I need insurance?

Absolutely not; insurance is a part of the investment solution when providing liquidity to an estate or helping keep the standard of living the same for the family in the case of unforeseen circumstances. If there isn’t a family or adequate investments, insurance isn’t necessary from a protection standpoint. It, however, is very powerful from a tax planning perspective.

What geographical area do you provide services to?

Our clients range from St. John's, Newfoundland, to Vancouver Island, and everywhere in between. We service clients through video platforms and in-person meetings, depending on the client’s request.

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Our Services

Relationships that Matter.
Counsel You Can Trust.

Portfolio Management & Investment Advice

Providing families with integrated private wealth management and comprehensive investment strategies. To maximize the growth of your portfolio, numerous decisions can be made; we help you make the right ones.

Risk Management

One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are several ways to help. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects.

Estate & Legacy Planning

Our legacy planning services are meticulously designed to help families preserve and pass on their legacies to future generations. Through strategic wealth transfer, philanthropic initiatives, and tax-efficient solutions, we empower you to leave a lasting impact that transcends generations.

Insurance

Life can often be unpredictable, so it is essential to prepare. We provide specialized and tailored insurance strategies for families. No family is the same, so we tailor each policy to fit your needs. We understand that creating and effectively managing your wealth is just part of the equation.

Tax Planning

A tax-efficient wealth strategy can significantly affect your income and cash flow during working years and in retirement. Through careful analysis and proactive measures, we ensure you minimize tax liabilities and retain more of your hard-earned assets. Bilyk Financial can help you take advantage of tax-saving opportunities on the road to maximizing assets.

Cross Border Planning

Cross-border planning is a specialized field of financial planning that deals with the unique challenges and opportunities of clients with financial interests in multiple countries. Expertise and guidance to help navigate complex regulations and maximize financial opportunities.

As An Independent Advisory Firm...

  • We have no obligation to an outside company

  • No sales quota to meet and no proprietary products to sell

  • Our only obligation is to our client

Adam Bilyk     

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Our Client Feedback

Our Clients Praise
Us For Our Great Results

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Contact Us To Grow and Protect The Future of Your Business and Life.

Bilyk Financial serves individuals, families, entrepreneurs, professionals, and organizations with complex wealth management needs.

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