Don't just chase your dreams
Choose to work with Adam Bilyk and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our spring board.
Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands on to optimize your investment.
We are not exclusive to any bank or fund so we come with no-strings-attached.
We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.
We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.
We tailor plans to suit your stage-of-life, plans and milestones.
We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.
We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!
Pull up a chair, and let us tell you our story.
4 April, 2018
Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more. Read More
3 April, 2018
The stage of life you are in now affects your financial planning strategies. This infographic provides a good roadmap, outlining the costs at each stage of life. Read More
28 February, 2018
The Liberal government's budget on February 27, 2018 introduced changes that may affect your individual and family finances. Read More
Listen to insights from our market specialists
Someone's sitting in the shade today because someone planted a tree a long time ago. - Warren Buffett