Investment Management

We provide families with integrated private wealth management and comprehensive investment strategies. To maximize the growth of your portfolio, numerous decisions can be made; we help you make the right ones.

Risk Management

One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are several ways to help. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects.

Estate & Legacy Planning

A Will and estate plan can be more than a set of directions for executors and loved ones; proactive estate planning can provide the peace of mind knowing that your wishes will be carried out and your loved ones are taken care of.

Insurance

Life can often be unpredictable, so it is essential to prepare. We provide specialized and tailored insurance strategies for families. No family is the same, so we tailor each policy to fit your needs. We understand that creating and effectively managing your wealth is just part of the equation.

Tax Planning

A tax-efficient wealth strategy can significantly affect your income and cash flow during working years and in retirement. Bilyk Financial can help you take advantage of tax-saving opportunities on the road to maximizing assets.

Group Benefits

Protecting your employees with group benefits safeguards your business. Employee benefits planning continues to evolve in Canada – rising drug costs, health and wellness solutions, flexible benefits, and disability management are all part of the landscape.

Cross Border Planning

As people's lifestyles and perspectives continue to become more globalized, it's important to consider certain financial factors when your wealth transitions to an international setting.

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Wealth Management and Financial Advisory Firm Serving Clients Across Canada

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Aligned Capital Partners Inc.

Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization(“CIRO”). Investment services are provided through Bilyk Financial Investments, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Bilyk Financial Investments and covered by CIPF. Financial planning and insurance services are provided through Bilyk Financial. Bilyk Financial is an independent company separate and distinct from ACPI/Bilyk Financial Investments.

Disclaimer

This page may contain several strategies, not all of which will apply to your particular financial circumstances. The information on this page is not intended to provide legal, tax, or insurance advice. To ensure that your circumstances have been adequately considered and that action is taken based on the latest information available, you should obtain professional advice from a qualified tax, legal, insurance, and financial advisor before acting on any of the information on this site.

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