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Our team
Professional Financial Advice
Our team combines the best in financial experience with warm-heartedness and compassion to build deep, long-lasting relationships. In addition to the client-facing staff below, we have numerous internal and external consultants who help us with day-to-day operations and investment decisions.
Associate Portfolio Manager, Aligned Capital Partners Inc.
Adam became a principal with Bilyk Financial in 2013, and has been practicing in the financial services industry for over a decade.
Adam is committed to continuing the tradition of working in the financial service industry that began with his grandfather. He serves the financial needs of his clients through effective wealth management.
Adam’s goal remains simple: Provide the very best in Financial Solutions to help you live your dreams and enjoy peace of mind.
Insurance Advisor, Bilyk Financial
Joe is a second-generation financial planner and has been in the investment and risk management business for over 36 years. He is very proud to have his son Adam carrying on the legacy that was started by his father, Ed, in 1970. Our family philosophy is simple: Do what’s right for the client first, and the rest will take care of itself.
Associate Portfolio Manager
Dylan Bredo is principally involved in quantitative and statistical portfolio modeling, portfolio analytics, reporting, and asset allocation. Dylan’s key strengths lie in fundamentally evaluating security markets as investable opportunities within a bottom-up framework. Drawing from a diverse background in business analytics, computer science, finance, and economics, Dylan focuses on finding excellent securities, regardless of industry or economic conditions. With a knack for simplifying complex ideas, Dylan helps lead the client communications effort within the group, helping to quarterback a high-touch, client-centric wealth management process.
Office Administration and Human Resources
Alice is a personable individual who is a graduate of NAIT, earning a diploma in Office Administration and Human Resources.
With her combined work experience and post-secondary education, she is committed to helping the Bilyk Financial team.
She enjoys anything outdoors including hunting, fishing, and camping as well as snowmobiling and snowboarding in the winter.
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.
