About us
Rooted in relationships since 1970.
Ed and Anne Bilyk started the family business in Vegreville in January 1970. Their focus on relationships continues through the generations that followed.
1970: A beginning in Vegreville
Ed believed good relationships were the foundation of the business. That personal approach shaped the firm’s early years and remains part of its identity.
The next generation
As stewardship passed from Ed to Joe, the business expanded its solutions for clients while maintaining its relationship-focused approach.
2013: A third generation
Adam became a principal of the family business in 2013, continuing the tradition established by his grandparents and carried forward by his father.
2020: Fifty years
The business marked its fiftieth anniversary in 2020. Its published history celebrates its Vegreville roots and support for the Elk Island Community Foundation.
The people carrying it forward
Today’s team brings financial planning, investment research and portfolio management perspectives to the decisions families face.