Bilyk Financial delivers a comprehensive approach to financial life

We follow a disciplined and proven approach to establishing a long-term relationship and financial roadmap with you based on your values and goals.

Our Roadmap to Your Financial Goals Includes:

  • Cash Flow and Insurance Planning

  • Tax and Estate Planning

  • Investment Management (provided by Aligned Capital Partners Inc.)

  • Risk Management

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Step 1: Introduction

Our first meeting with you is at our cost and without any obligation on your part. We think of this as a discovery meeting, where we learn about your aspirations and discover how we might be able to assist you with achieving your goals. Usually the meeting will take around 30 minutes to an hour.

The aim of the meeting is two-fold:

○ To ensure that you have received sufficient information from us to enable you to make an informed decision as to whether you wish to engage with us

○ To ensure we understand your objectives sufficiently to advise whether or not we are able to assist you

Step 2: Information Gathering

For your Financial Planner to identify your needs and opportunities, it is necessary to gather detailed financial information.

We will work with you to identify, examine and create a plan for each area of your finances. Whether it be to build your investment portfolio, review your life insurance, prepare a retirement plan, or build a meaningful and lasting legacy plan. All of our advice will be integrated with all other planning areas based on your goals. Our approach to financial planning links all your finances together to give you a sound, cohesive approach.

Once this ‘fact finding’ is complete, you and your Financial Planner can agree on a firm set of objectives and put a plan of action in motion.

Step 3: Engagement

Before we commence work, a formal engagement is required. The purpose of this is to:

○ Agree on specific aims and objectives

○ Agree on the most appropriate ongoing service level for you once any recommendations have been implemented

Step 4: Research and Recommendation

We operate an institutional-grade investment management approach that we customize precisely to your situation. We look across the full spectrum of investments, including private equity, real estate, specialty niche opportunities, and hedging strategies that offer access to new and unique options, gain independence from traditional markets and balance your risk.

We will investigate existing arrangements, research suitable products, and prepare personalized recommendations.

We will meet to present these recommendations and answer any questions you may have. This is to ensure you are comfortable with the advice being given and understand the rationale behind it.

To ensure the advice remains accurate, we will ask you to confirm that your circumstances have stayed the same since the information-gathering stage.

Step 5: Implementation

Once all paperwork has been completed, we will move on to the implementation phase. You will be allocated to a member of our experienced administration team who will ensure the process is completed as efficiently as possible.

Your Financial Planner and your dedicated administrator will work together to see the job through to completion.

Where advice involves existing arrangements, we work hard for you to chase third parties to ensure no undue delay.

Step 6: Ongoing Service

Bilyk Financial pride ourselves on building long-term relationships with our clients. Ongoing service is integral to meeting changes in circumstances as your needs and objectives evolve.

We have a customized communication approach to give clients what they want - when they want it. We work with you to schedule meetings and calls on a regular basis.

We are looking to set a new standard for the kind of advice and guidance all families should demand from their advisors.

Each day an investment professional chooses not to make a change. They are endorsing the status quo. We monitor the markets and test ourselves on a regular basis to ensure we have conviction and confidence in the portfolio that exists today. Bilyk Financial’s investment team meets weekly to ensure that portfolios don’t fall victim to a common problem in this industry – inertia. Our consistent process and our focus on continuous improvement allow us to be nimble and make adjustments. Your Bilyk Financial team continuously monitors your portfolio, challenges assumptions, and seeks opportunities to increase return and mitigate risk.

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Contact Us To Grow and Protect The Future of Your Business and Life.

Bilyk Financial serves individuals, families, entrepreneurs, professionals, and organizations with complex wealth management needs.

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