Agnes Balcerzak
BA, CFP, PFP, RIS
CERTIFIED FINANCIAL PLANNER®
Investors Group Financial Services Inc.
About —
As a CERTIFIED FINANCIAL PLANNER professional, my role is to help clients plan for and protect their financial future, while achieving peace of mind in the present. I help clients define their goals and then structure a plan that will act as a road map to achieve those goals. I truly believe in building trust and long-lasting relationships with clients. My goal is to help them understand and navigate the financial world.
For me, financial planning is more than just a career; it's a passion. I am committed to ongoing education in my chosen field to ensure I am always up-to-date on all the complex issues that take place in this exciting and dynamic industry.
I welcome the opportunity to discuss your financial goals and establish a strategy for your investment, tax and retirement planning.
My IG advisor does all my financial planning
general inquiries —
Unit 2, 461 Sterling Lyon Parkway
Winnipeg, MB R3P 2S8
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Let’s talk —
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