Where Expertise Meets Personalization for Lasting Results
Financial Advisory.
Our Approach
Simply Works.
As a leading independent wealth manager, we are built differently than most financial institutions and fund managers. The majority of our employees are partners and owners. We value free thinking and teamwork over hierarchies. We place no middlemen between you and the people managing your money, and we personally invest in the same strategies you do.
Our team of experienced advisors works closely with each client to understand their unique financial situation, goals, and objectives. We believe in a holistic approach to financial planning, taking into account each client’s risk tolerance, investment preferences, tax situation, and long-term goals. Our goal is to create customized solutions that are tailored to each client’s individual needs and objectives.
We embrace emerging trends in demographics, technology, monetary policy, investment alternatives, and sustainable investing with curiosity and open minds, but without ever forgetting the disciplined investment process that has enabled us to protect our clients’ capital through decades of ups and downs.
Our process-oriented approach and proactive client communication provide the structure you need for successful investing.We believe that the key to our success is our unwavering commitment to our clients’ success.
We have helped families, individuals, and foundations in Canada achieve their financial goals through careful planning, customized portfolio solutions, and a rewarding client experience for over 50 years.
We are here to help our clients navigate the complex world of finance, and we are passionate about providing the expert guidance and support they need to achieve their financial goals.
Adam Bilyk, CFP®, CIM®
Managing Partner, Bilyk Financial
Adam became a principal with Bilyk Financial in 2013, and has been practicing in the financial services industry for over a decade. Adam is committed to continuing the tradition of working in the financial service industry that began with his grandfather. He serves the financial needs of his clients through effective wealth management.
Adam’s goal remains simple: Provide the very best in Financial Solutions to help you live your dreams and enjoy peace of mind.
Joe Bilyk
Partner, Bilyk Financial
Joe is a second-generation financial planner and has been in the investment and risk management business for over 36 years. He is very proud to have his son Adam carrying on the legacy that was started by his father, Ed, in 1970. Our family philosophy is simple: Do what’s right for the client first, and the rest will take care of itself.
Dylan Bredo, CFA®, MBA
Partner, Bilyk Financial
Dylan Bredo is principally involved in quantitative and statistical portfolio modeling, portfolio analytics, reporting, and asset allocation. Dylan’s key strengths lie in fundamentally evaluating security markets as investable opportunities within a bottom-up framework. Drawing from a diverse background in business analytics, computer science, finance, and economics, Dylan focuses on finding excellent securities, regardless of industry or economic conditions. With a knack for simplifying complex ideas, Dylan helps lead the client communications effort within the group, helping to quarterback a high-touch, client-centric wealth management process.
Alice Ingraham
Office Administration and Human Resources
Alice is a personable individual who is a graduate of NAIT, earning a diploma in Office Administration and Human Resources.
With her combined work experience and post-secondary education, she is committed to helping the Bilyk Financial team. She enjoys anything outdoors including hunting, fishing, and camping as well as snowmobiling and snowboarding in the winter.
As we welcomed a brand-new decade, 2020 also marked a significant milestone for our business. Starting with Ed & Anne Bilyk in January 1970, Bilyk Financial has been providing advice in Vegreville and the area for over 50 years. We are very proud to see our growth over the last five decades expand across Canada to Ottawa, Edmonton, Calgary, Vancouver, Winnipeg, Toronto And Surrounding Communities.
When Bilyk Financial started, interest rates were much higher, making investment solutions relatively simple. Ed maintained that good relationships were the base of all we do. We still have clients to this day that Ed had worked with from the beginning. It’s humbling to hear stories of how his advice has continued to shape their lives and those of their families. These relationships continue to flourish, for which we are very grateful.
Bilyk Financial has evolved over the years, and the stewardship that started with Ed was passed along to Joe. Joe added solutions that improved the offerings for clients and their ability to succeed at their goals. Adam joined over a decade ago, and things continued to evolve for our family office. We have been able to take our collective knowledge passed down from generations and learn innovations to grow our company to where it is today. Our team holistically plans for our clients by using all the tools at our disposal to bring them the best possible solutions.
50+ years of business is something we are very proud of and will continue to call Vegreville home. Recently our our office expanded into Edmonton, Calgary, and Vancouver to help strengthen our growing business outside our hometown. We still believe in our community first and have spent countless hours and financial support on a new initiative for the Elk Island area. We know we would not be where we are today without our clients or community. To celebrate 50+ years, we are proud to be supporting the Elk Island Community Foundation to help support key projects and non-profits in the Elk Island area.