We provide Alberta farmers 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.
Read MoreWe listen to you and create a comprehensive plan that sets out how you will transition your wealth & assets of your Alberta farm. We also offer guidance on tax strategies to maximize your family’s wealth, manage assets and set up trusts.
Read MoreLife can often be unpredictable, so it is essential to prepare. We provide specialized and tailored insurance strategies for Alberta farmers. No farm is the same, so we tailor each policy to fit your farm business needs.
Read MoreThe family farm continues to serve a unique role in the Canadian economy, and as such, it receives special status under Canada’s tax law. Professional advice is critical to understanding your Alberta farm’s specific implications, as with all tax planning.
Read MoreThe ownership structure of your Alberta farming business may impact your financial goals and family situation. Incorporating a farm certainly has benefits, but it may not make sense. It is essential to consult with legal and tax advisors to determine which structure is best for your farming business.
Read MoreBeing an Alberta farm owner, you have access to significant potential tax advantages when selling certain farm assets. Through proper planning, with the help of professional legal and tax advisors, you may be able to minimize your taxes and maintain more family wealth when selling your farm property.
Read MoreWe help take your Alberta farm to the next level. Don’t hesitate to contact us.
At Bilyk Financial, we take a holistic approach to protecting your wealth and providing ongoing support and management. Each individual’s situation will be unique, requiring customized solutions that fit your objectives. A Bilyk Financial advisor can help you identify your needs and help you navigate these complex dynamics.
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Protecting your Alberta farm is more important now than ever, with fewer and fewer farms operating in Canada each year. Our team can help – we have professionals that understand the unique demands, challenges, and opportunities of managing a farm. From helping build tailored investment portfolios, estate, and succession planning to mitigate unexpected events, we are here to help farmers hedge risks and optimize their financial security.
From helping develop your wealth to achieving what is important to you and transitioning your legacy to future generations.
We are fiduciary in every capacity of our service – your interest comes first. We focus on you.
Our professionals bring an unwavering commitment to customer service, ensuring our clients receive the care, attention, and expertise they deserve.
We strive to provide the best service, from private wealth management to corporate wealth services , providing consistent financial and investment advice.
"As an independent advisory firm, we have no obligation to an outside company, no sales quota to meet and no proprietary products to sell. Our only obligation is to our client."
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through ACPI. Only investment-related products and services are offered through ACPI and covered by the CIPF. Financial planning and insurance services are provided through Bilyk Financial Wealth Management. BFWM is an independent company separate and distinct from ACPI.
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.
Contact your Alberta Bilyk Financial advisor for more information.
Protecting Your Alberta Farm’s Future By Helping You Identify Your Financial Needs.
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