providing Edmonton clients financial advisory & Planning services with personalized planning, investment management, tax strategies & More
Certified Financial Planner Edmonton
Personalized Financial Planning for Edmonton Clients
Finding a certified financial planner you can rely on is key to building a secure and prosperous future. At Bilyk Financial, we specialize in developing comprehensive financial plans for individuals, families, and businesses across Edmonton.
Our team is committed to helping you navigate every aspect of your financial journey—whether it’s retirement planning, tax optimization, or wealth preservation. With extensive experience and deep knowledge of Edmonton’s financial landscape, we provide personalized financial planning solutions designed to align with your unique goals.
Let us help you take control of your financial future with strategic financial advisory, risk mitigation, and legacy planning.
Contact Bilyk Financial today to start planning your financial future with Edmonton’s trusted advisors.
Plan for a Secure Future with a Trusted Financial Planner in Edmonton
At Bilyk Financial, we know that planning is one of the most important steps in securing your financial future. As an experienced financial planner in Edmonton, we help you build a customized retirement strategy that ensures long-term financial security.
Our approach includes retirement income planning, pension optimization, and tax-efficient withdrawal strategies to help you maintain your lifestyle. Whether you are decades away from retirement or nearing that milestone, we create a roadmap that aligns with your goals.
Why Work with a certified Financial Planner in Edmonton for Retirement Planning?
✔️ Tailored retirement strategies designed around your unique goals
✔️ Income sustainability planning for a worry-free retirement
✔️ Pension & benefit optimization to maximize your financial resources
✔️ Ongoing plan adjustments to adapt to market conditions and life changes
Protect Your Wealth with a certified Financial Planner in Edmonton
A comprehensive estate plan ensures that your assets are distributed according to your wishes while minimizing taxes and legal complexities. At Bilyk Financial, we specialize in estate and legacy planning, helping individuals and families create structured plans to protect their wealth for future generations.
As your financial planner in Edmonton, we collaborate with estate lawyers and tax professionals to ensure your estate is optimized for wealth transfer, charitable giving, and tax efficiency. Our goal is to provide peace of mind knowing that your legacy is secured.
Why Choose a Financial Planner in Edmonton for Estate & Legacy Planning?
✔️ Personalized estate plans to protect and pass on wealth efficiently
✔️ Tax-efficient inheritance strategies to minimize estate taxes
✔️ Comprehensive legacy planning for business owners and families
✔️ Expert coordination with legal and tax professionals
Comprehensive Family Office Services with a financial planner in Edmonton
At Bilyk Financial, we recognize that managing substantial family wealth requires a personalized and strategic approach. As a leading financial planner in Edmonton, we offer exclusive Family Office services designed to provide high-net-worth individuals and families with seamless financial oversight and comprehensive wealth management solutions.
Our Family Office services extend beyond traditional financial planning, integrating investment management, estate structuring, tax optimization, and philanthropic strategies under one coordinated plan. With a dedicated team of financial experts, we help you simplify wealth complexities and secure your family’s financial legacy for generations.
Why Work with a Financial Planner in Edmonton for Family Office Services?
- ✔️ Holistic Wealth Management – Custom strategies for investments, estate planning, and tax efficiency.
✔️ Succession & Legacy Planning – Ensure a structured transfer of family wealth and business assets.
✔️ Tax Optimization Across Generations – Minimize tax burdens while preserving long-term wealth.
✔️ Philanthropic Strategy Development – Align charitable giving with your family’s values and legacy goals.
✔️ Dedicated Multi-Disciplinary Team – Access to coordinated expertise tailored to your unique needs.
Sources: FP Canada, Canadian Institute of Actuaries, RBC
Hiring a financial planner in Edmonton ensures you receive personalized financial strategies tailored to your unique situation. A financial planner provides expertise in areas such as retirement planning, wealth management, estate planning, and tax-efficient strategies. They help you navigate complex financial decisions, ensuring that your assets are optimized for long-term growth and security. Working with a local financial planner also gives you insights into Edmonton’s economic landscape, helping you make informed financial decisions that align with your goals.
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. At Bilyk Financial, we offer family office services that bring together your financial planning, legal assistance, tax strategies, and investment management under one roof. Our goal is to help families achieve long-term wealth preservation, growth, and a seamless transition of assets to future generations.
A certified financial planner in Edmonton provides a wide range of services, including:
✔️ Retirement Planning – Developing a strategy for long-term financial security.
✔️ Investment Strategy – Structuring portfolios for growth and risk management.
✔️ Tax Planning – Creating tax-efficient wealth accumulation and withdrawal strategies.
✔️ Estate & Legacy Planning – Ensuring smooth wealth transfer and asset protection.
✔️ Business Financial Planning – Helping entrepreneurs optimize cash flow and investments.
At Bilyk Financial, we customize our services to fit your specific financial needs and goals.
Choosing the right financial advisor in Edmonton is a crucial step in securing your financial future. Look for a planner with experience, transparency, and a tailored approach to wealth management. Key factors to consider include:
✔️ Fiduciary Responsibility – Ensuring your financial planner prioritizes your best interests.
✔️ Comprehensive Expertise – A planner with experience in investments, retirement, tax planning, and estate structuring.
✔️ Personalized Approach – Your financial plan should be custom-built to suit your specific goals.
✔️ Transparent Fees – Understanding costs and avoiding hidden charges.
At Bilyk Financial, we prioritize client-first financial planning that aligns with your vision for the future.
A financial planner in Edmonton can help you develop tax-efficient investment and income strategies to minimize liabilities and maximize after-tax wealth. Our tax planning approach includes:
✔️ Optimizing RRSPs & TFSAs – Ensuring your registered accounts work to your advantage.
✔️ Capital Gains & Dividend Planning – Structuring investments to reduce tax burdens.
✔️ Retirement Income Strategies – Tax-efficient withdrawal plans from pensions and savings.
✔️ Business Tax Optimization – Strategies for entrepreneurs to retain more wealth.
Our goal is to help you keep more of what you earn through smart, proactive tax planning.
Your first meeting with a financial planner in Edmonton is designed to understand your financial situation, goals, and concerns. During the consultation, we will:
✔️ Assess your financial health – Reviewing your income, assets, and liabilities.
✔️ Define your goals – Retirement, investment growth, tax savings, or wealth transfer.
✔️ Identify challenges & opportunities – Finding areas for optimization.
✔️ Outline a tailored strategy – Creating a roadmap that aligns with your future.
At Bilyk Financial, we take the time to listen, strategize, and build a plan tailored to you.
At Bilyk Financial,
we set ourselves apart through:
✔️ Independent & Unbiased Advice – We work solely in your best interest.
✔️ Comprehensive Financial Planning – From retirement to tax strategies and estate planning.
✔️ Tailored Investment Strategies – No cookie-cutter solutions—your plan is unique to you.
✔️ Expertise in High-Net-Worth Wealth Management – Specializing in Family Office services.
✔️ Transparent, Competitive Fees – No hidden costs or commissions.
Our client-first approach ensures that your financial plan is built to serve your specific needs and goals.
The frequency of meetings with your financial advisor in Edmonton depends on several factors, including your financial goals, life stage, and any significant changes in your personal or financial circumstances. For most clients, we recommend at least one to two meetings per year to review your progress and make any necessary adjustments to your financial plan. However, if there are major life events such as a new job, marriage, or the birth of a child, it’s advisable to meet more frequently. Regular check-ins allow your advisor to assess whether your current strategy is on track to meet your goals and make proactive adjustments when necessary. At Bilyk Financial, we work with clients to schedule meetings that fit their needs, ensuring that your financial plan evolves as your life does.