Agnes Balcerzak
BA, CFP, PFP, RIS 
CERTIFIED FINANCIAL PLANNER®
Investors Group Financial Services Inc.
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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.
Team —
A real financial plan
Events —
Winnipeg Women’s Show
Celebrating Women
Bring your friends and enjoy the ultimate ladies' day out!
Ladies, it's time to treat yourself! Head over to the Winnipeg Women's Show for two days of shopping, entertainment, door prizes, samples, fashion, food, beauty, home, gifts, health and wellness and more - all just for you!
We will be there too!
Mar 23, 2024 - Mar 24, 2024
RBC Convention Centre
375 York Ave
Winnipeg, MB R3C 3J3
general inquiries —
Unit 2, 461 Sterling Lyon Parkway
Winnipeg, MB R3P 2S8
Get Directions
Let’s talk —
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trends
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