Financial advisor for your life in Calgary
Looking for a financial advisor in Calgary? Bring your investments, retirement and family wealth into one clear plan with Bilyk Financial.
Make room for what comes next, with ongoing advice built around your priorities.
Wealth management for Calgary’s next chapter
A business transition, retirement date or inheritance can change your whole financial picture. We help families, business owners and incorporated professionals connect today’s decisions with tomorrow’s goals.
- Turn retirement savings into an income strategy.
- Bring personal and corporate investments into the same conversation.
- Plan how your wealth will support the next generation.
When several accounts or advisors are involved, our family office services can help coordinate the pieces.
Financial planning in Calgary, connected to your investments
Investment management
Build a portfolio around your goals, time horizon and risk tolerance. Revisit it as markets and your circumstances change.
Retirement planning
Connect pensions, savings and withdrawals with the life you want to fund. Consider retirement timing, cash flow and changing spending needs.
Tax and legacy planning
Bring tax considerations and family priorities into your plan. We coordinate with your accountant and lawyer, who provide specialist tax and legal advice.
Explore tax planning and legacy planning.
Comparing fee-only and fee-based advice?
When comparing financial advisors in Calgary, ask how they are paid, what is included and who handles implementation. A compensation label alone does not tell you whether advice is one-time or ongoing.
Our investment services are fee-based
Bilyk Financial uses a tiered asset-based fee structure for investment services. Fee rates decrease as assets under management increase, and applicable fees are outlined and agreed at the start of the relationship.
We focus on ongoing investment management and financial planning. Your consultation is a chance to discuss the services included and any additional investment, account or planning costs.
Questions about working with a Calgary financial advisor
How do I choose the right advisor?
Look for relevant experience, clear fees and a service model that fits your needs. Check qualifications and securities registration. The Financial Consumer Agency of Canada’s advisor guide offers useful questions to ask.
Do you have an office in Calgary?
We serve Calgary clients from our only physical office in Vegreville, Alberta. Contact us to confirm meeting arrangements for your situation.
Start with what matters to you
Tell us what you want your wealth to support. We’ll discuss your priorities, explain our approach and help you decide whether Bilyk Financial is the right fit.
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.