Bilyea Financial Group was founded in 1981 as an independent professional financial services corporation.  We currently serve clients throughout Ontario though a growing network of brokers and affiliates.

Specializing in Personal and Corporate Financial Services

As a multi-faceted financial service corporation we base our client services strategy on the sole premise that independent professional advice is the cornerstone of our clients' financial well being.

We strive to provide our clients with concise, objective financial advice in a responsive and cost effective manner.  You can expect excellence from the services we provide and the products we offer.

Comprehensive Financial Planning

Our experienced advisors develop comprehensive financial plans that assist our clients in achieving their financial goals and dreams. A written financial plan incorporates investment and insurance products, that are chosen specifically from among our long list of independent service providers.  Bilyea Financial Group provides a full range of products and services to meet the needs of our clients, including:

  • Mutual Funds

  • Segregated Funds

  • Tax Planning

  • Estate Planning

  • Life Insurance

  • Disability and Group Insurance

  • GIC's

  • Registered Education Savings Plans

  • Registered Retirement Savings Plans

  • RIF's, LIF'S and LIRA's

Every individual financial plan is designed to ensure that the needs of each client and of their loved ones are met throughout every stage of life.  Through proper financial planning our clients gain peace of mind.

Strong Client Relationships

Our organization has been built on integrity.  As we have grown over the years, our underlying philosophy has never changed:  Our clients' best interests remain our only priority.

Since 1981, Bilyea Financial Group has provided financial planning services to many thousands of individuals and businesses throughout Ontario.

Our clients' long term financial success depends upon our ability to:

  • understand both their immediate and long range financial needs;

  • provide well researched independent advice;

  • offer a comprehensive range of superior products and services;

Our qualified financial advisors build trusting relationships with clients by providing a high level of service on a consistent basis. We view our relationships with clients as a partnership through which we assist clients in dealing with the life changes that accompany the different stages of life.  People with sound financial plans are always better prepared for the different life events that occur such as: marriage, job opportunities, an unexpected death, divorce, birth of children, business opportunities and retirement. Your Bilyea Financial Advisor will help you make the important life decisions that lead you down the path to financial independence.

The Importance of Independence

Every client is an individual in respect to their specific financial and insurance planning needs.  Bilyea advisors believe strongly in the importance of unbiased, objective advice.  This belief forms the foundation of every financial plan and determines the types of services and products selected for each individual client. 

We highly value our independence because we believe that clients only receive the best service when financial advisors have the freedom to choose from all available financial products and services. Our first and only loyalty is to the clients we serve.