Our people / Investment leadership
Dylan Bredo
CFA® · MBA® · Partner, Bilyk Financial Wealth Management
Portfolio Manager, Bilyk Financial Private Client
Institutional investment thinking and disciplined portfolio management, grounded in research, a clear understanding of risk and long-term relationships.
CFA® · MBA®
Investment and analytical training
Since 2020
Professional investment and finance experience
2× champion
U SPORTS national hockey champion
Meet Dylan
Research with purpose. Advice with perspective.
An investment-focused professional connecting rigorous analysis with the financial decisions that matter to families.
Dylan Bredo is a Partner at Bilyk Financial Wealth Management and a Portfolio Manager with Bilyk Financial Private Client. A CFA charterholder with an MBA in Finance and Business Analytics, he brings an analytical perspective to portfolio construction, investment research and comprehensive wealth management.
His career has included financial analysis, investment research and client-facing roles, providing experience across both the technical and personal sides of financial advice. At Bilyk Financial, his responsibilities include asset allocation, quantitative portfolio modelling, evaluating investment opportunities, and helping clients navigate complex decisions involving personal and family wealth.
Dylan believes sophisticated investment management should be understandable. He works to connect portfolio decisions with clients’ objectives, explain the trade-offs behind investment recommendations and build long-term relationships grounded in thoughtful advice.
Outside of work, Dylan’s priority is spending quality time with his wife, a professional wedding photographer, and their young son, with a daughter on the way. Family plays a central role in his life, and he values the opportunity to build lasting memories with those closest to him.
Dylan enjoys spending time at the family cabin, getting outdoors and making the most of time with family and friends. Whether it’s a summer weekend at the lake, relaxing around a campfire or simply enjoying good company, he appreciates the balance that comes from stepping away from the demands of everyday life.
For Dylan, wealth is ultimately about more than financial returns. It’s about creating opportunities, building security for the people who matter most and having the freedom to enjoy life’s experiences. This perspective influences his approach to wealth management, where the goal is not simply to grow investments, but to help clients build a financial future that supports the life they want to live.
approach
Understand the risk.
Then assess the opportunity.
Strong portfolios are built through deliberate decisions, not short-term predictions. Dylan's proposed investment framework combines fundamental security research with quantitative portfolio analysis, asking how each holding contributes to a portfolio's return potential, diversification, liquidity and overall risk.
Drawing on the institutional-style principles used at Bilyk Financial, the approach emphasizes asset allocation, rigorous due diligence and understanding how investments behave together under different market conditions. Traditional assets and alternative strategies are assessed for the role they play within the full portfolio—not simply their standalone returns.
Equally important is the bigger picture: portfolio decisions should reflect a client's cash-flow requirements, tax circumstances, business interests, family needs and long-term financial plan. Dylan works collaboratively with the broader team and outside tax or legal professionals where specialized expertise is required.
01 / RESEARCH
Evidence over noise
Evaluate investments through fundamental analysis, valuation and an understanding of the underlying risks.
02 / PORTFOLIO DESIGN
Every allocation has a role
Consider correlations, concentration, liquidity and portfolio-level exposures—not just individual holdings.
03 / CLIENT CLARITY
Explain the decisions
Make complex portfolio concepts understandable and connect them to real financial objectives.
Who Dylan works with
Thoughtful investing for complex financial lives.
A focus on affluent investors who value research-led investment management and coordinated private wealth advice.
Long-term portfolio management integrated with financial, retirement and legacy objectives.
Personal and corporate investment portfolios, concentrated assets and evolving liquidity needs.
Portfolio construction, diversification, risk analysis and assessing the role of alternatives.
Coordinating investment decisions and planning questions with qualified cross-border tax and legal specialists.
Professional background
Career & credentials.
A career spanning financial analysis, investment advisory teams and discretionary portfolio management.
August 2023 – Present
Partner — Bilyk Financial Wealth Management
Previously Client Manager, March 2022 – August 2023.
March 2022 – Present
Portfolio Manager — Aligned Capital Partners Inc.
Investment services through Bilyk Financial Private Client.
April 2021 – March 2022
Investment Advisory Teams — Canaccord Genuity / Badger Investment Group
Business Development (April – December 2021), then Investment Associate (December 2021 – March 2022).
June 2020 – May 2021
Financial Analyst — Rohit Capital Inc.
September 2018 – June 2019
Professional Athlete — American Hockey League
San Antonio, Texas.
Education & qualifications
Chartered Financial Analyst (CFA) Charterholder
CFA Institute · September 2023
Master of Business Administration — Finance & Business Analytics
Alberta School of Business, University of Alberta · 2019–2020
Bachelor of Commerce — Finance
Alberta School of Business, University of Alberta · 2014–2018
Canadian Securities Course
Canadian Securities Institute · June 2021
Industry recognition
Recognized for leadership and initiative.
2026
Young Entrepreneur of the Year
Wealth Professional Awards — Excellence Awardee.
2025
Young Entrepreneur of the Year
Wealth Professional Awards — Excellence Awardee.
Investment insights
Taking the research beyond the portfolio.
Dylan has contributed to published investment discussions addressing fixed income and the risks associated with private real estate. These perspectives reflect the emphasis on understanding the details behind an investment, not just its headline return.
Fixed income in a changing rate environment
Wealth Professional Canada — commentary on fixed-income positioning and portfolio considerations.
Looking beyond yield in private real estate
Bilyk Financial — discussion of manager selection, leverage, liquidity, underlying assets and risk.
Beyond the office
Built on discipline and teamwork.
Before entering wealth management, Dylan played competitive hockey at the University of Alberta, serving as a team captain and contributing to national championship-winning Golden Bears teams in 2015 and 2018. He received Academic All-Canadian honours in 2015, 2016, 2017 and 2018 before playing professional hockey in San Antonio, Texas.
2019 – 2023
Golden Bears Alumni Association
Treasurer · Supporting the alumni organization and its connection to the University of Alberta athletics community.
2015 & 2018
U SPORTS National Championships
Two-time national champion with the University of Alberta Golden Bears men's hockey team; four-time Academic All-Canadian.
Start a conversation
Make every investment decision count.
Whether you're evaluating an existing portfolio, planning around significant wealth or looking for a more integrated approach to investment management, begin with a conversation about your goals.
Or call 780-632-6770 · Connect on LinkedIn