Wealth management for what comes next
Bring your investments, business and family wealth into one clear plan. Bilyk Financial helps you connect today’s decisions with retirement, a business transition and the next generation.
Our services
Financial planning, connected to your investments
Explore six areas of support, shaped around your priorities.
Investment management
Build a portfolio around your goals, time horizon and risk tolerance. Connect personal and corporate investments, with ongoing attention to asset allocation and diversification.
Explore investment management
Family office services
Bring complex finances into one coordinated conversation. Connect business interests, investment accounts, professional advisors and the needs of more than one generation.
Explore family office services
Estate and legacy planning
Plan how your wealth will support family and charitable goals. Review beneficiary and legacy decisions alongside advice from your qualified tax and legal professionals.
Explore estate and legacy planning
Tax-aware planning
Consider tax implications across investments, retirement income and business transitions. We coordinate with your accountant, who provides specialist tax advice and handles filings.
Explore tax planning
Risk management
Prepare for the financial impact of unexpected events. Consider how insurance, liquidity and investment risk fit your family and business responsibilities.
Explore risk management
Cross-border planning
Connect the planning questions that arise when your life or assets cross borders. Coordinate investment decisions with the relevant tax and legal specialists.
Explore cross-border planning
Start with the decisions facing you
Business owners
Connect corporate investments with your personal goals. Plan for succession, retirement or a business sale alongside your professional advisors.
Individuals and families
Bring your accounts and family priorities into one view. Prepare for retirement, an inheritance or support for the next generation.
Three steps
A clear plan, with ongoing advice
Our investment services are fee-based. We explain the proposed services and fees before you decide to work with us.
01
Talk through your priorities
Start with your goals, financial picture and the decisions ahead.
02
Agree on the approach
Review services, responsibilities and fees. Coordinate with your accountant and lawyer when needed, with your permission.
03
Keep your plan current
Revisit investments and planning as your life, business and priorities change.
Serving Alberta and beyond
Our only physical office is in Vegreville, Alberta, with team members based in Edmonton. We serve clients in Calgary and across Canada. Contact us to confirm meeting arrangements.
Start with what matters to you
Tell us what you want your wealth to support. We’ll discuss your priorities and help you decide whether our approach is the right fit.
Meet Adam Bilyk and Dylan Bredo.
Investment services are offered through Aligned Capital Partners Inc. under the Bilyk Financial Private Client trade name. Financial planning and insurance services are provided through Bilyk Financial Wealth Management, a separate company.
Tax and legal advice is provided by your qualified tax and legal professionals. This page contains general information, not recommendations for your individual circumstances. Investing involves risk; diversification does not guarantee against loss.