Agnes Balcerzak - IG Wealth Management

Agnes Balcerzak - IG Wealth Management CERTIFIED FINANCIAL PLANNER, IG Wealth Management Inc. Mutual Fund Division I understand that true financial success extends beyond mere wealth accumulation.

With nearly two decades of experience as a CERTIFIED FINANCIAL PLANNER, I bring a wealth of expertise to the table. My focus lies in providing comprehensive financial planning solutions tailored to the unique needs of women, medical professionals, business owners, families, pre-retirees and retirees. Recognizing the diverse challenges and dreams of my clients, I offer tailored solutions that surpa

ss conventional financial advisory services. By fostering an environment of open communication and collaboration, I ensure that every aspect of your financial plan is tailored to reflect your specific needs, values, aspirations, and helps you achieve your long-term goals and objectives. My commitment is to serve as a trusted partner on your journey towards achieving holistic financial well-being. Embark on this journey with me and navigate the complexities of your financial landscape with confidence and clarity, knowing that I'm here to guide you every step of the way. Let's work together to unlock the full potential of your wealth and secure a brighter future for you and your loved ones. Take the first step and book your complementary 30-minute consultation with me, and let's start this journey to financial freedom and well-being together.

Your renewal is the perfect time to reassess your coverage—and your costs. Whether it’s life, critical illness or disabi...
05/11/2026

Your renewal is the perfect time to reassess your coverage—and your costs. Whether it’s life, critical illness or disability insurance, we can help you explore smarter options that better fit your needs and may even save you money. Contact us today to see how we can help.

Philip marks IG's 100th anniversary by exploring what a century of market history teaches us, and why the patterns that ...
04/26/2026

Philip marks IG's 100th anniversary by exploring what a century of market history teaches us, and why the patterns that repeat matter more than predicting what's next. Listen now: https://ow.ly/VKsF30sVkFO

Subscribe, rate and review now.

Philip explains why the Bank of Canada's recent tone matters, and why rate cuts are becoming more likely than hikes, des...
03/20/2026

Philip explains why the Bank of Canada's recent tone matters, and why rate cuts are becoming more likely than hikes, despite higher oil prices. Listen now: https://ow.ly/OUqa30sUsCV. Subscribe, rate and review now.

Did Q4 of 2025 reach the peaks of previous quarters? And was it all about AI? Find out in our Q4 2025 Market Review and ...
01/22/2026

Did Q4 of 2025 reach the peaks of previous quarters? And was it all about AI? Find out in our Q4 2025 Market Review and Year-End Commentary. https://ow.ly/EztW30sSQ4j

01/06/2026

2026 Market Outlook: monetary stimulus and improved liquidity

Does the direction of interest rates matter for investors? Philip Petursson, Chief Investment Strategist at IG Wealth Management, says yes—and recent cuts by the Bank of Canada and the U.S. Federal Reserve are already shaping the outlook for 2026.

Register for our upcoming 2026 Market Outlook webinar to learn more: https://ow.ly/7yBO30sSp1m

As AI boosts productivity, will bond returns keep up with investor expectations? Philip Petursson, Chief Investment Stra...
12/18/2025

As AI boosts productivity, will bond returns keep up with investor expectations? Philip Petursson, Chief Investment Strategist at IG Wealth Management, sees AI-driven gains shaping markets in 2026, but warns that faster U.S. rate cuts and Canadian caution could cause bond returns to lag. In a market shaped by shifting policy and rapid innovation, how are you positioning your portfolio to balance yield and growth? Watch the full interview: https://ow.ly/RwiI30sS4gE

12/08/2025

Is the U.S. economy strong enough to lead global growth in 2026? Philip Petursson, Chief Investment Strategist at IG Wealth Management, believes it is. He has a positive outlook for 2026, with recession risk at historic lows and economic indicators trending upward. Even with a watchful eye on the labour market, he remains optimistic about the year ahead. See the full 2026 Market Outlook report to learn more. https://ow.ly/F0oN30sRNSH

11/29/2025

Myth: now is the wrong time to invest in the market.

No one can predict the unpredictable and time the market.

Trying to time the market can have a negative impact on our investments. Discover why it’s practically impossible to know the perfect time to invest, and how consistent investing is proven to help grow your wealth over the long term. https://ow.ly/eM4u50Xzu8g

What’s your 2026 play? Philip Petursson, Chief Investment Strategist at IG Wealth Management, sees slower growth, easing...
11/26/2025

What’s your 2026 play? Philip Petursson, Chief Investment Strategist at IG Wealth Management, sees slower growth, easing inflation, and global opportunities ahead. He expects four Fed rate cuts and just one from the Bank of Canada, signalling a year of monetary divergence. His call: overweight equities, underweight fixed income, and look beyond the U.S. to Canada, international, and emerging markets. Is your portfolio ready for what’s next? Watch the full interview: https://ow.ly/AU2m30sRwVc

11/21/2025

Designating direct beneficiaries on your registered plans and insurance policies? Think twice! It may exclude loved ones if a beneficiary predeceases you. Speak with me or read our article to ensure your estate plan is on track. https://ow.ly/59Eo30sPMWf

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