Bilyk Financial Insights & Blogs

2026 Tax & Contribution Updates: A Mid-Year Checklist

War in the Middle East: Is Your Portfolio Being Managed — Or Just Explained?

Oil Update: Physical vs Paper Oil, the War Timeline, and How We Are Hedging Both Outcomes

The AI Bubble: Innovation, Hype, and the Mechanics of Self-Funded Growth

Canadian family planning an emergency fund savings strategy

How to Build an Emergency Fund That Works for You

Canadian financial advisor planning tax-efficient investment strategy

Tax-Efficient Investing for Canadian High-Income Earners

Managing Wealth Beyond Million: What Ultra-High-Net-Worth Families Should Look For

financial advisor team meeting with ultra-high-net-worth family

Managing Wealth Beyond $10 Million: What Ultra-High-Net-Worth Families Should Look For

Investor reviewing portfolio balance during market volatility to manage risk and returns

How to Rebalance Your Portfolio for Market Volatility

Pierre Rocque

6 October 2025

Dealing with your finances and your future is always a headache and uncomfortable situation. Adam has made things super easy for me and my family for nearly 10 years now. He has given us great advice and great confidence. We appreciate the work he has done for us.

Christopher Pittman

25 September 2025

I’ve been dealing with Adam and the Bilyk team for 10+years. The experience has been outstanding since day one with Bilyk Financial. Their entire team is very knowledgeable and professional, explaining all the available options clearly and effectively. The staff are friendly, responsive, and genuinely care about the best decision for our goals. It has been so refreshing to deal wit a team that combines expertise with exception customer service. For anyone looking for an advisor to assist them with their financial journey, I would highly recommend the Bilyk team. Trust the expertise and guidance of a team that will be with you every step in building your legacy for generations to come.

Rick MacSwain

28 May 2025

Adam has been excellent to work with. Thank you!

Catherine Kubinec

1 December 2024

Highly recommend!! I trust Adam & Dylan fully, and they have an ability to explain everything clearly & lay it out in an easy to understand way. These guys are good at what they do.

Darren B

26 November 2024

Adam and Dylan excel at what they do, are true to their stated values, and are simply great people. I love working with these guys!

Jessica C

22 March 2024

The team at Bilyk Financial has been excellent to work with. Competent, attentive, personalized and personable, we have always felt that our best interests and success were the drivers for decisions, recommendations and advice. We have had nothing but great experiences in the 15 years we’ve been working with them.

Carol Taschuk

16 May 2022

Brian Baron

28 April 2021

Joe, Adam and Maureen have taken the best care of us for over 30 years.

Raylene Palichuk

21 September 2020

We have dealt with Adam and Joe for several years and have always been impressed with their customer service, responsiveness, and positive approach to managing our investments. They definitely stand out amongst financial advisors in our view.

darryl vinet

16 September 2020

I have been a client of Adam and Joe for over 12 years. It has been a very positive relationship from day one. They provide professional advice and service and are always available to answer questions or address any concerns I may have. Looking forward to the next 12 years!

Mark Corkery

15 September 2020

These guys know the meaning of service. Always answer your questions, and get you the information you need. Appreciate all they do.

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