Meet your Wealth Advisor

Agnes Balcerzak BA, CFP®, PFP®, RIS


As a Wealth Advisor, my role is to help my clients plan for and protect their financial future, while achieving peace of mind in the present. I help my 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.

Agnes specializes and offers complete financial planning, including:

  • Investment Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning

Please contact Agnes at her direct line 204-926-3145 or by e-mail:agnesb@wpcu.ca

We look forward to hearing from you soon.

 


 

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