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A Wealth Manager Built For You

Our process-oriented approach and proactive client communication provide the structure you need for successful investing.

Bilyk Team
Bilyk Financial Advisors

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.

Our Core Values

Integrity

We put the interests of our clients first, making their goals our goals. This is our ethical and professional obligation – and the right way to act. Our team is dedicated to best serving clients and never taking the trust they place in us for granted. Integrity is at the core of our investment process, client relationships, and everything we do.

Accountability

We believe our primary role is to manage and secure assets entrusted to us. We are first and foremost accountable to our clients and earn their trust daily. Their interests guide our investment decisions.

Transparency

Our online portals allow you to access your accounts, statements, and transactions anytime. We are straightforward with our fee structure, so you will have confidence in the value we deliver. Clear communication is essential to us so you fully understand your financial situation.

Honesty

Honesty and trust are the foundation of every relationship and our entire business. If there is a conflict, you will be made aware. If there is a complicated conversation to be had, we will have it. If we make a promise to you, we will keep it.

Discipline

In our pursuit of excellence, discipline defines the intensity of our research and analysis and our overall investment approach. We believe that our clients benefit significantly from our conviction that drives our time-tested strategies. We adhere to a consistent and disciplined process, ensuring we use sound judgment. This focus enables us to make rational decisions when investors often find it difficult to calm their emotions.

Our Approach Simply Works.

We have helped families, individuals and foundations in Edmonton, Calgary, Vancouver, Winnipeg, Ottawa, Toronto And Surrounding Communities achieve their financial goals through careful planning, customized portfolio solutions, and a rewarding client experience for over 50 years.

As a leading independent wealth manager, we are built differently than most financial institutions and fund managers. The majority of our employees are partners and owners. We value free thinking and teamwork over hierarchies. We place no middlemen between you and the people managing your money, and we personally invest in the same strategies you do.

We embrace emerging trends in demographics, technology, monetary policy, investment alternatives, and sustainable investing with curiosity and open minds, but without ever forgetting the disciplined investment process that has enabled us to protect our clients’ capital through decades of ups and downs.

Our process-oriented approach and proactive client communication provide the structure you need for successful investing.

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