We provide alberta farmers with integrated wealth management and leading-edge investment solutions. We believe the foundation of our practice begins with the highest ethical standards. We understand that each client has unique financial complexities and long-term goals. That’s why we offer a full suite of services to help protect, grow or transfer your wealth and address all aspects of your financial life. Our team of trusted advisors creates tailored solutions to help you focus on what truly matters.
Our advisor team helps you preserve your wealth and achieve your financial goals. Instead of offering you a predictable portfolio allocation, we first create a financial plan to provide context that informs the appropriate investments, allocations, and customized strategies for your unique situation. We carefully consider your financial goals; look at your risk profile, liquidity, and timeline; and factor in charitable, legal, and tax considerations to determine an asset allocation for you. Our investment approach differs from traditional investment management firms; we employ a hybrid approach. We complement our internal solutions with outside managers to provide a broad level of diversification, insight, and perspective. In many cases, we invest across various traditional and alternative investment classes, letting opportunity guide us.
We provide a broad array of traditional asset management strategies that support the customization necessary to satisfy individual client needs. These strategies help you preserve and accumulate wealth, head off inflation, and increase purchasing power.
We look across the full spectrum of investments, including private equity, real estate, specialty niche opportunities, and hedging strategies that offer access to new and unique options, gain independence from traditional markets and balance your risk. We believe our current alternative funds are well-positioned for potential volatility and inflation, delivering results with less stress during turbulent markets.
While you can never entirely eliminate risks when investing, we provide actionable steps to help reduce volatility in your portfolio by diversifying your positions and asset classes. Buffer your impact in down markets and leave yourself better equipped financially to focus on what matters.
As a fiduciary whose firm is 100% employee-owned, our only commitment is to client success, not those of a corporate parent company. We believe our combination of personalized wealth management and access to a broad range of investment strategies provides the best overall solution for our clients. Based out of Vegreville, we serve clients throughout the prairie region.
Trust & Transparency
Our fee-based services are designed with our client’s best interests in mind. There will never be hidden fees.
Investing beside you
Bilyk Financial advisors invest alongside our Alberta clients in the investment opportunities we recommend.
Commitment underlines our integrity. They are like promises in bold print. “Do what you say and say what you do.” We bring our best every day and have the courage to dedicate energy toward what truly matters.
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.