Call Us Today
780-632-6770At 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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
We have dealt with Adam and Joe for several years and have always been impressed with their customer service, responsiveness, and positive approach to managing our investments. They definitely stand out amongst financial advisors in our view.
Client
I have been a client of Adam and Joe for over 12 years. It has been a very positive relationship from day one. They provide professional advice and service and are always available to answer questions or address any concerns I may have. Looking forward to the next 12 years!
Client
These guys know the meaning of service. Always answer your questions, and get you the information you need. Appreciate all they do.
Client
Joe, Adam and Maureen have taken the best care of us for over 30 years.
Client
Bilyk Financial serves individuals, families, entrepreneurs, professionals, and organizations with complex wealth management needs.
Protecting Your Future By Helping You Identify Your Financial Needs.
Head Office:
Vegreville, AB
4769-50 Avenue T9C 1L1
Aligned Capital Partners Inc.
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization(“CIRO”). Investment services are provided through Bilyk Financial Investments, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Bilyk Financial Investments and covered by CIPF. Financial planning and insurance services are provided through Bilyk Financial. Bilyk Financial is an independent company separate and distinct from ACPI/Bilyk Financial Investments.
Disclaimer
This page may contain several strategies, not all of which will apply to your particular financial circumstances. The information on this page is not intended to provide legal, tax, or insurance advice. To ensure that your circumstances have been adequately considered and that action is taken based on the latest information available, you should obtain professional advice from a qualified tax, legal, insurance, and financial advisor before acting on any of the information on this site.
Financial Advisors Serving Clients In Edmonton, Calgary, Vancouver, Winnipeg, Ottawa, Toronto And Surrounding Communities. Specializing In: Investment Management, Risk Management, Estate & Legacy Planning, Insurance, Tax Planning & Group Benefits – All Your Wealth Management Needs.
© 2024 Bilyk Financial Wealth Management. All Rights Reserved. Head Office Located In Alberta.