Your finances are personal. Get to know the people who bring investment management, financial planning and day-to-day support together around your priorities.
Rooted in Vegreville, Alberta. Shaped by generations of family experience.
Meet the partners who connect investment decisions, financial planning and your wider priorities.
CFP®, CIM®
Managing Partner
Bilyk Financial Wealth Management
Portfolio Manager
Bilyk Financial Private Client
Adam began his financial services career in 2008 and became a principal of the family business in 2013. A third-generation member of the business, he connects investment decisions with family, business and long-term planning priorities.
Partner
Bilyk Financial
A second-generation financial planner, Joe helped carry forward the business founded by Ed and Anne Bilyk. His experience spans financial planning and risk management, with family continuity at the heart of the story.
CFA, MBA
Partner
Bilyk Financial Wealth Management
Portfolio Manager
Bilyk Financial Private Client
Dylan brings an analytical perspective to investment research, asset allocation and portfolio construction. He combines his finance and business analytics background with an emphasis on making complex investment decisions understandable.
The Bilyk Financial team also includes dedicated office, human resources and business development roles.
Office Administration and Human Resources
Alice supports the Bilyk Financial team. She is a NAIT graduate with a diploma in Office Administration and Human Resources.
Business Development Associate
Ed and Anne Bilyk founded the family business in Vegreville in 1970. Joe and Adam have helped carry that story across generations, with Adam becoming a principal in 2013.
Today, those roots sit alongside a disciplined investment process and a broader view of the decisions that matter to you.
Understand the thinking behind portfolio decisions, including asset allocation, diversification, investment risk and liquidity.
Explore how we approach a relationship that considers the person, family and decisions behind the portfolio.
See how family office services bring investments, planning priorities and the appropriate professionals into a coordinated conversation.
A few practical answers to help you take the next step.
Adam Bilyk, Joe Bilyk and Dylan Bredo bring the leadership, investment and planning experience described above. Alice Ingraham and Matthew Kinash contribute through their distinct support and business roles. An introductory conversation helps clarify the people and services relevant to your needs.
Our physical office is in Vegreville, Alberta. Explore our service areas for information about connecting with the team in your preferred city.
Use the consultation link below, or email hello@thebilykteam.ca to ask about an introduction. Start with the priorities and questions you would like to discuss.
Tell us about your priorities and the decisions ahead. We can discuss the relevant services, how the relationship could work and your next step.
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through ACPI or Bilyk Financial Private Client, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Bilyk Financial Private Client and covered by the CIPF. Financial planning and insurance services are provided through Bilyk Financial Wealth Management, an independent company separate and distinct from ACPI/Bilyk Financial Private Client.
This page contains general information, not recommendations for your individual circumstances. Investing involves risk; diversification does not guarantee against loss.
