Our people / Leadership
Adam Bilyk
CFP® · CIM® · Managing Partner, Bilyk Financial Wealth Management
Portfolio Manager, Bilyk Financial Private Client
Bringing together investment management, strategic financial planning and professional coordination for families and business owners navigating complex wealth.
Since 2008
Financial services experience
3rd generation
Continuing Bilyk Financial’s family legacy
CFP® & CIM®
Financial planning and investment credentials
Meet Adam
Experience shaped by perspective.
From banking and investment advice to leading a multigenerational wealth management business.
Adam Bilyk is Managing Partner of Bilyk Financial Wealth Management and a Portfolio Manager with Bilyk Financial Private Client. He began his financial services career in 2008 and became a principal of the family business in 2013.
Adam’s career includes roles at ATB Financial, TD and Investment Planning Counsel, giving him experience across banking, investment advice and independent wealth management. He holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations and an associate’s degree in finance from the Northern Alberta Institute of Technology (NAIT).
As a third-generation leader, Adam builds on the approach established when Ed and Anne Bilyk founded the business in 1970: personal relationships, independent thinking and doing what’s right for clients. Today, he works with families, entrepreneurs and individuals whose investment, tax, corporate, retirement and estate considerations require coordinated decisions.
Outside of work, Adam’s greatest priority is spending time with his wife and their two daughters. His wife works in palliative care, and together they share a strong appreciation for family, community and making the most of their time together.
An avid golfer and outdoor enthusiast, Adam enjoys escaping the office to spend time on the golf course, camping with his family and exploring everything Canada has to offer. Whether it’s discovering a new destination, spending a weekend around the campfire or simply enjoying time outdoors with his girls, he values the experiences and memories that come from time spent together.
For Adam, family is at the centre of everything he does. That perspective carries into his professional life, reinforcing his belief that financial success isn’t simply about accumulating wealth, but about creating the freedom, security and opportunities to enjoy what matters most.
Approach
Clarity for the decisions
that matter most.
Wealth management is not simply about maximizing an investment return. It is about understanding how capital, income needs, taxes, businesses, family priorities and long-term goals fit together. Adam's approach begins with a comprehensive view of a client's circumstances, followed by disciplined planning and ongoing coordination.
Drawing on Bilyk Financial's broader investment philosophy, Adam emphasizes thoughtful asset allocation, diversification, attention to liquidity and risk, and a long-term perspective. For complex situations, he works alongside clients' accountants, lawyers and other specialists so decisions in one area of their financial lives are considered in the context of the whole.
01 / INVESTMENT OVERSIGHT
Disciplined allocation
Investment decisions built around goals, risk exposures, liquidity needs and long-term portfolio resilience.
02 / INTEGRATED THINKING
One coordinated picture
Consider corporate assets, retirement planning, estate objectives and tax implications together.
03 / LONG-TERM RELATIONSHIPS
Advice that evolves
Continue reviewing and adapting the strategy as markets, businesses and families change.
Who Adam works with
Complex wealth calls for connected advice.
An emphasis on affluent families and business owners facing interconnected financial decisions.
Corporate and personal assets, succession, liquidity and the financial life beyond a business.
Coordinating investment, planning and longer-term preservation priorities.
Business sales, retirement, inheritances and other decisions with lasting implications.
Working with legal, tax and other advisors on complex family and legacy objectives.
Professional background
Career & credentials.
Experience in advice, portfolio oversight and integrated planning.
2013 – Present
Managing Partner — Bilyk Financial Wealth Management
Also Portfolio Manager with Bilyk Financial Private Client.
2010 – 2013
Investment Advisor — Investment Planning Counsel
2009 – 2010
Investment Associate — TD
2008 – 2009
Senior Investment Fund Specialist — ATB Financial
Education & credentials
Certified Financial Planner (CFP®)
Designation earned August 2011
Chartered Investment Manager (CIM®)
Designation earned December 2022
Associate's Degree in Finance
Northern Alberta Institute of Technology (NAIT)
Industry recognition
Recognized by his peers.
2026
Portfolio/Discretionary Manager of the Year
Wealth Professional Awards — Excellence Awardee.
2025
Portfolio/Discretionary Manager of the Year
Wealth Professional Awards — Excellence Awardee.
Giving back
Rooted in community.
Adam's commitment to community extends beyond wealth management through board service, regional economic development and professional education.
September 2018 – Present
Elk Island Community Foundation
Director · Supporting charitable initiatives and stronger communities throughout the Elk Island region.
July 2012 – July 2019
Vegreville and District Chamber of Commerce
Board Member · Supporting the regional business community and economic development.
January 2011 – December 2016
Community Association for Lasting Success
Board Member · Providing guidance to the board of an organization focused on children.
September 2022 – Present
CALU — Conference for Advanced Life Underwriting
Member · Professional education and dialogue on advanced financial and estate planning.
Start a conversation
Let's connect the pieces of your wealth.
Whether you're navigating a business transition, planning for the next generation or seeking coordinated investment and financial advice, start with a conversation about your priorities.
Or call 780-632-6770 · hello@thebilykteam.ca