In-Branch Wealth Advisors

Agnes Balcerzak,

BA, PFP®, RIS
Credential Asset Management Inc.

Planning for Success

“A goal without a plan is just a wish”
– Antoine de Saint-Exupery

Let’s work together to make your wish come true.

As a Wealth Advisor, Agnes’ role is to help her clients plan for and protect their financial future, while achieving peace of mind in the present. She helps her clients define their goals and then structure a plan that will act as a road map to achieve those goals. She truly believes in building trust and long-lasting relationships with clients. Her goal is to help them understand and navigate the financial world.

For Agnes, financial planning is more than just a career; it's a passion. She's committed to ongoing education in her chosen field to ensure she's always up-to-date on all the complex issues that take place in this exciting and dynamic industry.

Agnes welcomes the opportunity to discuss your financial goals and establish a strategy for your investment, tax and retirement planning.

Agnes can help you with

  • financial advice
  • goal setting
  • investment portfolio analysis and consolidation
  • investment strategies for tax advantage
  • portfolio monitoring and rebalancing
  • education planning
  • retirement planning
  • pension plan analysis and advice
  • retirement cash flow projections
  • estate planning advice

Credentials

  • Bachelor of Arts in field of Business Administration
  • Personal Financial Planner (PFP)
  • Responsible Investment Specialist (RIS)

Contact

Main at York Branch
200 Main Street
204.258.3168
abalcerzak@assiniboine.mb.ca

Mutual funds and related financial planning services are offered through Credential Asset Management Inc.

RIA Responsible investment (RI) is defined as the integration of environmental, social and governance (ESG) factors into the selection and management of investments. Shareholder activism and corporate engagement have subsequently become common place. At ACU our Responsible Investment Specialists are here to educate and assist our members with this Investment Philosophy.

 

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