Bilyk Financial · Edmonton
Bilyk Financial helps high-net-worth families, business owners and professionals in Edmonton connect their investments, retirement and legacy planning. Build a coordinated wealth plan around the decisions that matter to you.
The people we work with
Your financial picture may reach beyond one account. Your family, business and career help shape the advice you need.
Several investment accounts, an inheritance or responsibilities across generations can bring new questions. Consider how your wealth supports life today and what you hope to pass on. As retirement approaches, pensions, savings and expected spending belong in that same conversation.
Your personal plans may depend on your business. Bring company cash needs, personal and corporate investments, and a future sale or succession into one discussion. We help connect those decisions with your household goals and the professionals advising your business.
A demanding career leaves less time for financial decisions. Connect savings, family commitments and retirement goals with your investment plan. For incorporated professionals, this also means considering personal and corporate finances together, with specialist tax and legal advice where needed.
A connected view of wealth
Your priorities determine which services are relevant. Explore the areas you want to discuss with a financial advisor serving Edmonton.
Connect portfolio decisions with your goals, time horizon, income needs and comfort with risk. Consider personal and corporate holdings as part of the wider picture.
Bring expected spending, pensions, savings and investment withdrawals into one plan. Revisit your assumptions as your retirement date, family responsibilities or circumstances change.
Consider the tax implications of investment, income and wealth-transfer decisions. We coordinate with the qualified tax professionals responsible for specialist advice.
Connect family priorities, beneficiary decisions and charitable intentions with your financial plan. Your legal professionals remain responsible for legal advice and documents.
Consider how insurance and accessible funds fit your responsibilities. Discuss the financial effects an unexpected event could have on your family or business.
Coordinate a financial life that spans multiple accounts, business interests, professional advisors or generations. Clarify the priorities and responsibilities across your family’s wealth.
People behind the advice
An advisory relationship starts with the people involved. Meet two members of the Bilyk team and the experience they bring to your financial conversations.
CFP®, CIM® · Managing Partner
Adam became a principal with Bilyk Financial in 2013. He helps clients connect their financial goals with wealth management, continuing the family’s work in financial services.
CFA®, MBA · Partner
Dylan contributes portfolio modelling, analytics, reporting and asset allocation. He also helps lead client communications, making complex investment topics easier to understand.
How we work
Talk through your financial picture, questions and upcoming decisions. We consider your goals, risk tolerance and how household and business finances interact.
Review the proposed services, responsibilities and fees before moving forward. Where specialist advice is needed, agree on who is involved and what information may be shared.
Keep investment and planning decisions connected with your circumstances. A career change, business decision, inheritance or revised retirement date can be a reason to revisit the plan.
Before we meet
We work with high-net-worth families, business owners, professionals and retirees whose needs span investing and financial planning. An introductory conversation helps establish whether our services, approach and fees fit your circumstances.
Our only physical office is at 4769 50 Avenue, Vegreville, Alberta, T9C 1L1. Our team includes Edmonton-based employees who also work from the Vegreville office. Contact us to arrange a meeting and confirm the available in-person or remote options.
Investment management focuses on your portfolio and investment decisions. Financial planning connects those decisions with spending, retirement, risk and legacy goals. Ask which services are included in the proposed relationship and who provides each.
We help consider how a transition may affect income, accessible funds, investments and longer-term plans. For business owners, that includes connecting personal planning with the tax and legal professionals involved. The choices depend on your circumstances.
Fees depend on the services, investments and arrangements applicable to you. Ask for the relevant fee schedule, what is included and any additional product, planning or account costs. We discuss proposed services and fees before you decide whether to proceed.
Yes. With your permission, we can coordinate planning discussions and agree on information sharing. Your accountant, tax professionals and legal counsel remain responsible for their specialist advice and related documents or filings.
Ask about qualifications and registration, who will work with you, investment risk, fees and ongoing communication. Consider how each advisor’s services fit the decisions you need to make. The Financial Consumer Agency of Canada provides a guide to choosing an advisor.
Bring your main questions, goals and an overview of your finances. Mention any upcoming retirement, business decision or family change, along with advisors already involved. We can discuss further information and possible next steps.
Explore further
Questions to consider as you bring savings, spending and retirement priorities together.
Issues to discuss with your financial, tax and legal advisors before a transition.
Your next step
Bring your questions about retirement, business wealth or the next generation. We’ll discuss your priorities and whether Bilyk Financial’s approach is a suitable fit.
Our only physical office is in Vegreville, Alberta. Please confirm meeting arrangements with our team.
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.
