With over 55 years of combined experience, our Edmonton Financial Advisor based team delivers institutional-grade wealth and family-office strategies to Alberta clients.
Financial Advisors in Edmonton — Discretionary Portfolio Management
Tailored Wealth & Family Office Strategies for Edmonton Clients
Finding a financial advisor in Edmonton who truly understands your goals—and Alberta’s financial landscape—can make all the difference.
At Bilyk Financial Private Client, we provide discretionary portfolio management and integrated wealth planning for individuals, families, and business owners throughout Edmonton.
Our approach goes beyond investment returns. We coordinate tax, estate, and business planning under one cohesive strategy, acting as your family CFO to help simplify decisions, reduce tax drag, and protect what you’ve built.
With more than 55 years of combined advisory experience, our Edmonton-based team delivers personalized solutions designed to build wealth, manage risk, and preserve your legacy for generations.
Start Planning Your Future with a Financial Advisor in Edmonton
Talk to a local advisor who understands your priorities, your business, and your family.
Discretionary Investment Management for Edmonton Families and Business Owners
At Bilyk Financial Private Client, we take an institutional approach to portfolio management—one modeled after Canada’s largest pension funds but personalized for your goals. Our Edmonton-based financial advisory team builds discretionary portfolios that balance growth, income, and risk through disciplined asset allocation, active oversight, and integrated tax coordination.
Whether you’re growing generational wealth, managing a corporation’s retained earnings, or seeking reliable income in retirement, our focus remains the same.
To deliver risk-managed, tax-efficient returns while ensuring every investment decision supports your broader financial plan.
Why Choose Bilyk Financial as Your Edmonton Investment PartneR?
Institutional-grade portfolio construction, tailored to your risk tolerance and objectives.
Tax-aware rebalancing and corporate account integration for Alberta clients.
Ongoing discretionary management — portfolios adjusted proactively, not reactively.
Transparent, competitive fees starting at 1% of assets under management (AUM). Tiered fee schedule, so fees go down as assets go up.
Strategic Tax Planning & Coordination for Edmonton Clients
Tax strategy isn’t an afterthought—it’s central to wealth preservation. At Bilyk Financial, we coordinate tax planning across personal, corporate, and cross-border accounts so your investment gains aren’t eaten away. Our Edmonton team understands Alberta’s tax rules, energy / resource deductions, and interprovincial implications.
We help clients with income splitting, corporate tax optimization, passive income allocation, and realizing capital gains at the right time. For business owners, we design tax-efficient structures, integrate with corporate retention strategies, and manage payouts with minimal drag.
What Makes Our Tax Approach Different
Integrated tax planning across corporate, personal, and managed accounts
Proactive strategies (loss harvesting, tax deferral, timing of realization)
Expertise in Alberta-specific tax regimes (energy, royalty, resource income, provincial credits)
Seamless collaboration with your accountant and legal advisors
Want a tax plan aligned with your investment strategy? → Let’s Talk Tax Strategy
Integrated Family Office Services & Wealth Coordination
For high-net-worth families who want a single, unified approach, our Family Office offering brings all wealth elements into harmony. Investment oversight, tax, estate, business succession, philanthropy, and legacy planning. Think of us as your family CFO.
Rather than managing each piece independently, we orchestrate them. We handle multi-generational wealth, manage trusts and beneficiaries, coordinate legal, tax & accounting, and ensure seamless transitions across generations. All tailored to your family’s goals and values.
Core Components of Our Family Office Offering
Multi-generational wealth planning & legacy coordination
Integration across investments, tax, estate, insurance, business
Philanthropic structuring and impact strategy
Succession planning for family-owned businesses
Consolidated reporting & oversight so everything is simplified
Ready for a holistic wealth coordination strategy? → Explore Family Office Services
— Abraham Lincoln
(And the best way to create it is with a plan.)
Sources: KPMG, CPA Canada, Alberta Labour Force Statistics
Hiring a financial advisor in Edmonton can provide you with professional guidance tailored to your personal financial situation. A financial advisor brings expertise in areas such as investment management, retirement planning, tax strategies, and risk management. They can help you navigate complex financial decisions that you might not have the time or knowledge to handle on your own. Working with a financial advisor who understands the local market and economic conditions in Edmonton is especially valuable, as they can incorporate regional insights into your financial plan. Whether you’re looking to grow your wealth, prepare for retirement, or protect your assets, a local advisor can help you make informed decisions to achieve long-term financial success.
Family office services are comprehensive financial management solutions designed for high-net-worth individuals and families. These services go beyond traditional financial advisory and include tailored investment strategies, estate planning, tax optimization, philanthropy management, and more. A financial advisor in Edmonton offering family office services can help manage and preserve your wealth across generations by creating a personalized, holistic financial plan that integrates all aspects of your family’s financial life. Whether you’re looking to establish a legacy, streamline your investments, or ensure that your estate is handled according to your wishes, a family office can provide dedicated, continuous support.
A financial advisor in Edmonton offers many services to meet diverse financial needs for individuals, families, and business owners. Services include investment management, where your advisor creates a strategy to grow wealth while balancing risk and achieving long-term goals. Tax planning helps minimize taxes and improve after-tax returns, ensuring efficiency and alignment with your overall financial plan. Retirement planning keeps you on track to meet future income needs and maintain your lifestyle after leaving the workforce. Estate planning protects assets and ensures your wealth transfers according to your wishes and long-term family priorities. Advisors in Edmonton also assist with insurance solutions that protect against unforeseen risks and safeguard your financial security. Cross-border financial planning supports individuals with assets in multiple countries, ensuring compliance and overall tax efficiency. Cash flow management ensures you budget effectively, manage debt responsibly, and handle daily financial obligations with confidence.
Choosing the right financial advisor in Edmonton is crucial for your long-term financial success and overall peace of mind. To begin, review an advisor’s qualifications and certifications, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Next, assess their experience, particularly in managing wealth for individuals or businesses with financial situations similar to yours. It’s also important to find an advisor who understands your goals, values, and risk tolerance before suggesting any strategies. Furthermore, transparency in fee structures and clear explanations of services are essential when deciding whom to trust with your finances. At Bilyk Financial, we prioritize building lasting relationships through transparent, comprehensive advice tailored to your specific financial goals. Our services are customized to your needs, ensuring your financial plan supports your life today and evolves with your future aspirations.
A financial advisor in Edmonton plays a vital role in tax planning by helping you implement strategies to reduce tax liability. This includes recommending tax-advantaged investment accounts such as RRSPs and TFSAs to ensure your portfolio is structured efficiently. Additionally, advisors help you plan for capital gains, income, and estate taxes while maximizing available credits and deductions. In Alberta, where provincial tax laws differ, having an advisor who understands both local and federal regulations is essential for effective planning. At Bilyk Financial, we develop personalized tax strategies aligned with your investment goals to help you retain more of your wealth. Moreover, our team works with you year-round to review and adjust your plan, ensuring tax efficiency remains an ongoing part of your overall strategy.
During your initial consultation with a financial advisor in Edmonton, you’ll engage in an open discussion about your financial goals and challenges. The advisor will ask about your income, expenses, assets, liabilities, and any current financial strategies to gain a complete understanding of your situation. This meeting also allows the advisor to begin developing a personalized plan tailored to your unique needs and objectives. In addition, they’ll explore your short-term and long-term goals, such as saving for retirement, purchasing a home, or funding education. At Bilyk Financial, we prioritize building trust from the very beginning by understanding your priorities and addressing any concerns you may have. Ultimately, our goal is to provide a clear roadmap toward financial success while explaining the strategies and services best suited to your goals.
At Bilyk Financial, we stand out by offering a holistic approach to financial planning that centers on your unique goals and priorities. We take the time to understand your complete financial picture and develop a comprehensive plan tailored to your specific needs. Moreover, unlike firms that rely on one-size-fits-all solutions, we deliver personalized, client-focused strategies that address every aspect of your financial life. Our experienced team includes specialists in investment management, tax planning, estate planning, and risk management to ensure well-rounded financial support. In addition, we maintain transparent, competitive fees and regularly update your plan to reflect any changes in your goals or circumstances. At Bilyk Financial, your success remains our mission, and we are dedicated to building lasting relationships founded on trust, clarity, and collaboration.
The frequency of meetings with your financial advisor in Edmonton depends on your goals, life stage, and overall financial situation. Typically, we recommend one to two meetings each year to review progress and make adjustments as needed. However, major life events—such as a new job, marriage, or the birth of a child—often require more frequent updates. Regular check-ins also help ensure your financial strategy remains aligned with your goals and adapts to changing circumstances. At Bilyk Financial, we customize meeting schedules for every client, ensuring your financial plan evolves alongside your life, priorities, and future aspirations.
Understanding the financial landscape in Edmonton is essential when making long-term decisions about your wealth and overall financial security. Moreover, Edmonton’s economy is dynamic and diverse, driven by energy, construction, real estate, healthcare, and a growing technology and innovation sector. Together, these industries create opportunities and challenges for professionals, business owners, and high-net-worth individuals who live and invest locally.
A key feature of Edmonton’s financial environment is its strong connection to the broader Alberta economy and tax framework. Additionally, Alberta’s tax structure is among the most business-friendly in Canada, with no provincial sales tax and low income tax rates. Consequently, this gives individuals and families valuable opportunities to implement tax-efficient strategies that improve long-term financial outcomes. However, because Alberta’s economy can be cyclical due to its reliance on oil and gas, it’s vital to build resilient financial plans.
In-Depth Edmonton Market Knowledge
Furthermore, the Edmonton real estate market plays an increasingly important role in comprehensive wealth planning. With prices more competitive than cities like Vancouver or Toronto, Edmonton provides attractive opportunities for residential and commercial investment. In addition, a local financial advisor can help determine whether real estate fits your portfolio and how to balance those holdings.
Edmonton also has a growing community of entrepreneurs and professionals who require advanced planning, such as incorporation, succession, or estate planning. Therefore, a financial advisor who understands local business dynamics—while maintaining a global perspective—can help protect and grow your wealth effectively.
Ultimately, whether you’re building a business, investing for your family’s future, or preparing for retirement, working with a financial advisor in Edmonton offers a meaningful advantage. By tailoring your strategy to local economic conditions, tax regulations, and investment opportunities, you ensure every decision remains relevant, timely, and strategically grounded.
