In the world of financial planning, independent advice is key to providing superior products and services.

At Bilyea Financial Group, our independence means that associates are always free to shop the market to find the absolute best financial solutions for each client they serve.

At Bilyea, we support each independent associate by providing access to a complete range of financial products and services that enable them to meet the diverse needs of today's investors.  Along with this extensive selection of products and services, we provide ongoing training and support to ensure that each associate is fully prepared and able to implement the key investment and insurance strategies that will ensure their clients meet their financial goals without undue risk or volatility.

In today's marketplace, bringing simplicity to the lives of our associates and their clients is one of our most important goals.   We strive to meet this goal through various strategic partnerships with companies that can offer our associates outstanding services and support.

Strategic Partnerships

As millions of baby-boomers retire over the next 15 years, wealth management will continue to be the most important financial issue facing Canadians.  Today's investors want more than just financial products and services.  Today's investors want independent advice that will help them to simplify their financial situations so they can enjoy their "golden years" without financial worries.

Bilyea Financial Group helps independent financial professionals to meet these critical client needs through a number of strategic partnerships.

Sterling Mutuals: Through our partnership with Sterling Mutuals Inc., Bilyea associates gain access to sophisticated portfolio management technology to assist with the day-to-day management of clients' portfolios.  Bilyea clients can access their online portfolio statements via the Sterling Mutual Fund Exchange service and keep themselves informed about their portfolio situations whenever and wherever they choose.  Bilyea Associates also receive all the support of a national mutual fund dealership, with the advantage of a limited cost structure.

AdvisorNet: Through our partnership with AdvisorNet, Bilyea Associates gain access to high-impact, interactive communication services to keep themselves in close contact with clients and prospects.  Numerous surveys have shown that "lack of contact" is always the number one reason why clients move to a new advisor.  Through the use of interactive communication services, advisors can keep clients continually updated about important financial topics -- without having to spend a lot of time or money.