PRIVATE WEALTH • EDMONTON
Family Office Services in Edmonton
Coordinated wealth planning for Edmonton families navigating business ownership, complex investments, retirement and the next generation.
Your Edmonton advice journey
Explore the advice that fits your next decision.
Choose a service or start with the questions facing your family, career or business.
Arrange a meeting in EdmontonMeeting arrangements and other cities
Our advisors live in Edmonton and can meet in the city by arrangement. Our only physical office is in Vegreville. Confirm meeting details with us before attending.
Explore another city’s overview
When family wealth becomes more connected
A business, an investment portfolio and plans for the next generation can each be manageable on their own. The difficult questions often arise where they meet.
Bilyk Financial serves high-net-worth families in Edmonton who want a coordinated view of their wealth. We help connect your investment and financial planning decisions with the work of your accountant, lawyer and other professional advisors.
You may be planning a business transition, reviewing retirement income or preparing to pass wealth to family. We start with the decisions ahead, the people involved and what you want your wealth to support.
One plan. Connected decisions.
A business sale, portfolio withdrawal or gift to family can affect several parts of your wealth. We help clarify the trade-offs and coordinate the decisions with your accountant, lawyer and other advisors.
Investments
What should stay accessible, and what can stay invested?
We consider near-term spending, retirement income and wealth tied up in your business alongside the investment portfolio. That helps frame decisions about cash reserves, concentration and the risk your family can take.
Tax & estate
How do withdrawals, gifts and ownership decisions affect one another?
We bring the financial planning questions to your accountant and lawyer, then consider how their recommendations fit your cash flow and family goals. They remain responsible for specialist tax and legal advice.
Transitions
What needs to be decided before the next chapter?
A sale, retirement or inheritance can change income, responsibilities and priorities. We help clarify what to address now, what can wait and who needs to be involved as your plan evolves.
Decisions Edmonton families bring to us
These are examples of the questions that can bring a family’s business interests, investments and personal goals into the same conversation.
01
Preparing for a business sale
What does the sale need to fund?
Before a transaction, we help connect expected proceeds with retirement spending, cash reserves and a plan for investing. Your transaction, tax and legal advisors assess the sale structure and tax implications.
02
Balancing retirement and family support
Can we help our children and still retire on our terms?
We explore the timing and size of family support alongside your own spending and future needs. Comparing options helps show how a gift or ongoing support may change the cash flow and investments available for your retirement.
03
Planning across generations
What does fair look like when only some family members work in the business?
We help clarify income needs, ownership intentions and expectations for the next generation. With your permission, we coordinate financial planning discussions with your family, accountant and lawyer before tax or legal arrangements are put in place.
Clear roles across your advisory team
Our role is to connect the financial plan, investment decisions and relevant specialist advice. With your permission, we can work with your existing accountant and lawyer, identify questions that need their input and discuss how the recommendations fit together.
Your accountant or tax advisor remains responsible for specialist tax advice and filings. Your lawyer remains responsible for legal advice and documents. The services involved and each professional’s responsibilities should be agreed before implementation.
Financial planning and insurance services are provided through Bilyk Financial. Investment-related products and services are offered through Aligned Capital Partners Inc. (ACPI). Bilyk Financial is separate and distinct from ACPI.
Start with the decisions ahead
Tell us what is changing, which decisions are time-sensitive and who is already advising your family. An overview of your investments, business interests and family priorities is a useful starting point.
Questions about family office services
Look at the decisions you need to coordinate. Business interests, several advisors, an inheritance or plans involving more than one generation may make a broader planning conversation useful. An introductory discussion can help establish whether our services fit your needs.
Yes. We can discuss working with the professionals already involved in your affairs. Before sharing information, we clarify your permission, what information is needed and each advisor’s responsibilities.
Legal documents and specialist legal advice come from qualified legal counsel. Your accountant or tax professional handles specialist tax advice and filings. Our financial planning work considers the connections and helps coordinate those conversations.
Yes. Starting before a sale allows time to consider your personal financial goals, future income needs and investment priorities. Your transaction, tax and legal advisors remain responsible for their specialist work.
We can discuss who you want involved and the questions you want to address together. Conversations may cover financial priorities, responsibilities for future wealth and charitable goals. Participation and information sharing are guided by your wishes and agreed permissions.
Bring your main questions and an overview of your family’s financial situation. Note significant investments, business interests, existing advisors and any upcoming decisions or deadlines. We can agree what documents are useful and how to share them through an appropriate channel.
Contact us to discuss your needs and the meeting arrangements currently available. We serve families in Edmonton; the first conversation can establish how we would work together and who should be involved.
Our financial advisor services for Edmonton cover broader investment and financial planning needs. We can discuss the level of support appropriate for your situation, including whether family office coordination would be useful.
Recognition
Bilyk Financial is featured in Clever Canadian’s Edmonton financial advisor guide and Best in Edmonton’s financial planner guide. Adam Bilyk was named a 2026 Excellence Awardee for The Avenue Living Award for Portfolio/Discretionary Manager of the Year by the Wealth Professional Awards.
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”). Only investment-related products and services are offered through ACPI 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.
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.
Edmonton skyline photo: Earl McKenzie / Unsplash.