Agnes Balcerzak

Agnes Balcerzak

BA, CFP, PFP, RIS CFP Certified


Investors Group Financial Services Inc.

Investors Group

Request an appointment with Agnes Balcerzak

If you would like to request an appointment please complete your personal information below.

topics to discuss


Your appointment registration has been successfully sent!

About —

icon book and glasses

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.

A real financial plan

Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.

general inquiries —

Unit 2, 461 Sterling Lyon Parkway
Winnipeg, MB R3P 2S8

Get Directions
IG Wealth Management

Request for More subscription


Your newsletter subscription has been successfully sent!