Personalized
Financial Advisors
A holistic financial advisor firm
Explore our private wealth management, advice for high-net-worth individuals and families, and financial planning for business owners.
To set a new standard by financial advisors by building lasting partnerships with our clients, championing innovative strategies, and creating a legacy of financial security for generations to come.
Our strategy is rooted in understanding our clients’ unique needs. We develop tailored financial solutions, continuously monitor their effectiveness, and adapt to changing circumstances.
With a multidisciplinary team and a passion for raising the bar in financial advising, we aim to deliver results that inspire confidence and peace of mind.
Tailored Wealth Management & Financial Advisor Services
Our process-oriented approach and proactive client communication provide the structure you need for successful investing.
It’s the little things that make a big difference
We take the time to listen, learn, and act on behalf of our clients to ensure that we understand your goals, your concerns, and your challenges.
Bilyk Financial connects investment management with the wider decisions affecting your wealth, including retirement, tax considerations, risk, and family legacy. We begin with your goals and financial circumstances, then review the strategy as your needs change.
Investment services are provided through Bilyk Financial Private Client. Financial planning and insurance services are provided through Bilyk Financial Wealth Management. Explore our approach and meet the team.
A family office approach brings investment, retirement, estate, insurance, and family priorities into one coordinated plan. Bilyk Financial may work alongside your accountant, lawyer, and other professionals so decisions reflect the wider financial picture.
This can be useful when your wealth includes business interests, several investment accounts, a future inheritance, or plans to support the next generation. Learn more about our family office services and family wealth planning for Edmonton clients.
We start by understanding your assets, liabilities, income needs, time horizon, and comfort with investment risk. Those factors guide portfolio construction, asset allocation, and liquidity decisions.
We review the portfolio as markets and your circumstances change, including retirement, a business sale, or a change in family priorities. Our investment management approach focuses on the role each investment plays in your overall plan.
Investment performance varies by strategy, time period, fees, and the level of risk taken. A useful review considers returns alongside volatility, liquidity, and progress toward your goals.
Contact our team to discuss the performance information relevant to the strategy being considered, including its benchmark, measurement period, and fees. Past performance does not guarantee future results.
Your asset allocation depends on your goals, risk tolerance, time horizon, and need for access to money. We assess investment strategies and how they work together, including expected return, volatility, and correlation.
Where suitable, a portfolio may include equities, fixed income, and alternative investments. We review diversification and liquidity as part of ongoing portfolio management; there is no single allocation appropriate for every client.
Bilyk Financial uses a tiered fee structure, with fee rates declining as assets under management increase. Fees are outlined and agreed upon at the start of the relationship.
Contact our team for the fee schedule applicable to your situation and an explanation of the services and investment costs involved.
Our physical office is in Vegreville, Alberta, and we have team members based in Edmonton. We serve clients in Edmonton, elsewhere in Alberta, and across Canada, including Calgary, Vancouver, Toronto, and Kelowna.
Meetings can be arranged by video or in person. Contact us to confirm a suitable meeting arrangement.
LATEST INSIGHTS
We regularly post helpful financial articles so you can keep up to date on the latest financial trends and strategies.
