BILYK FINANCIAL • WEALTH MANAGEMENT
Wealth management for your family’s next chapter.
Bring your investments, retirement plans and family priorities into one coordinated strategy. Bilyk Financial helps families, business owners and professionals plan for the decisions that matter.
THE PEOPLE WE WORK WITH
Your life shapes the plan.
Every family’s picture is different. We begin with the people, responsibilities and ambitions behind your wealth.
Make room for what comes next: retirement, supporting children, caring for parents or passing wealth to the next generation. Connect today’s financial decisions with the life you want to build.
Bring personal and business priorities into the same conversation. Plan around corporate investments, cash flow, a future transition and the wealth your business is helping you create.
Give your financial life the attention it needs alongside a demanding career. Bring growing assets, retirement goals and family responsibilities into a plan you can understand.
A CONNECTED VIEW OF WEALTH
The pieces of your wealth, working together.
Financial decisions rarely stand alone. We help you see how each part of your financial life connects, so the next step fits the bigger picture.
A disciplined portfolio approach built around your goals, time horizon, liquidity needs and comfort with risk.
Connect your savings and investments with the income you may need, the choices ahead and your vision of retirement.
Consider the tax implications of financial decisions and coordinate with your accountant as part of the wider plan.
Clarify what you want your wealth to make possible, and coordinate estate priorities with your legal and tax professionals.
Bring investments, planning and multigenerational priorities together when your family’s financial life calls for more coordination.
Connect personal wealth with corporate assets, liquidity needs, succession considerations and life after a business transition.
WHY BILYK FINANCIAL
Good advice starts with a real conversation.
We listen to your priorities.
Your goals, concerns and responsibilities give the plan its direction. We take time to understand what matters before discussing the options.
We connect the decisions.
Investment and planning conversations consider the wider financial picture, with coordination alongside your other professionals where appropriate.
We keep the conversation going.
Regular reviews help your strategy reflect changes in your family, your business and the markets.
HOW WE WORK
A clear path from conversation to action.
Start with your story
Tell us about your goals, your financial picture and the questions you want to work through. We’ll discuss whether our approach is a fit.
Build the plan together
Review priorities and recommendations, understand the services and costs involved, and agree on the next steps before moving forward.
Review and adapt
Keep your strategy connected to your life through ongoing conversations and reviews as your circumstances and priorities evolve.
BEFORE WE MEET
A few things you may be wondering.
Who is Bilyk Financial a good fit for?
We work with families, business owners and professionals who want a coordinated, long-term approach to wealth. A consultation is an opportunity to discuss your needs, the complexity of your finances and whether our services are right for you.
How do your fees work?
Our fee-based investment services use a tiered fee structure, with rates declining as assets under management increase. Fees are outlined and agreed upon at the start of the relationship. Ask us about the applicable schedule, the services included and other investment costs.
Can you work with my accountant and lawyer?
Yes. Where appropriate, we can coordinate with your accountant, lawyer and other professionals so investment and planning decisions consider the wider picture. Tax and legal advice should come from the appropriately qualified professionals.
Where can we meet?
Our physical office is in Vegreville, Alberta, and we have team members based in Edmonton. Meetings can be arranged by video or in person. Contact our team to confirm a suitable arrangement.
YOUR NEXT CHAPTER
Let’s start with what matters to you.
A conversation can help clarify your priorities and the questions worth asking next. Tell us where you are today and what you’re planning for.
Investment services are provided through Bilyk Financial Private Client, an approved trade name of Aligned Capital Partners Inc. Financial planning and insurance services are provided through Bilyk Financial Wealth Management, a separate and distinct company.