For families
Retirement income, family responsibilities and the next generation. Bring your investments and long-term goals into one conversation.
Bilyk Financial · Wealth management
Wealth management for the life you are building.
Investment management and financial planning for families, business owners and professionals. Bring your priorities into focus, with advice that connects the decisions ahead.
Free 30-minute introductory conversation.
The people we work with
Planning around the decisions ahead.
For business owners
Business capital, personal wealth and a future beyond ownership. Connect the decisions you make for your company and your family.
For professionals
Investments and retirement planning around a demanding career. Make time for the financial decisions that support your life beyond work.
Connected planning
See how the decisions connect.
An investment choice can affect retirement income. A business transition can change family priorities. We consider the wider picture so each conversation has context.
The relationship should also be clear: who is involved, what services are included and how costs are explained. These are practical questions to raise before deciding how you want to move forward.
Investments
Retirement
Family priorities
People behind the planning.
Get to know Adam Bilyk and Dylan Bredo before your first conversation.
01
Understand what matters
Begin with your goals, responsibilities and the decisions ahead. Discuss what you need from your wealth, when you may need access to money and the questions you want help exploring.
02
Bring the pieces together
Consider investments alongside retirement, risk and legacy priorities. Where appropriate and with your permission, coordinate with your accountant, lawyer and other professionals so their advice informs the wider financial picture.
03
Agree on the next steps
Discuss the recommended approach, services and costs before moving forward. Ongoing conversations provide opportunities to review the plan as your circumstances change and new questions arise.
A conversation that fits your life
Based in Vegreville. Connected by conversation.
Before we meet
A few questions to help you begin.
What is the first consultation for?
The free 30-minute consultation is an introduction. We can discuss your priorities, explain our approach and consider whether the services you need are a fit.
Do I need a complete financial plan already?
You can begin with your questions. A brief outline of your goals and the decisions ahead gives us a starting point for the conversation.
Can my accountant or lawyer stay involved?
Yes. With your permission, we can coordinate with your existing professionals. Tax and legal advice remains with the appropriately qualified professionals.
Make time for the questions that matter.
Choose a time for a free 30-minute consultation. We can start with where you are today and what you are planning for next.