Helping Alberta families find the gaps and fill them

Trusted partners to help secure your family’s future.

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.

50+

Years In Business

99%

Retention Rate

Our Services

How We Help Clients

Investment Advice

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.

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Estate & Succession Planning

We 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.

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Insurance Planning

Life 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.

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Tax Planning

The 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.

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Incorporating Your Farm

The 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.

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Selling The Farm

Being 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.

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We help take your Alberta farm to the next level. Don’t hesitate to contact us.

Book A Free Consultation Today

Professional financial advisors for farmers

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.

Why Choose Us?

Security. Clarity. Confidence.

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. 

From Our Team...

"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."

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Adam Bilyk – Principal

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.