Member

Meagan Balaneski

Vermilion

Agile Wealth Management

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Meagan Balaneski

Member Bio

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Really good at puzzles, drawn to people with a traumatic past, specialized in working with widows. Also I like cats, am vegetarian, and I can paint.

Specializations

Estate Planning
Financial Planning
Retirement Income Planning

Designation(s)

CFP (Canada)
CIM
RFP
TEP

Compensation Models

Fee based (AUM)

Professional Associations

IAFP
STEP

Education

Some Post Secondary

Assets Under Management

100,000,000-250,000,000

Practice Size

2 to 5

Investment License

Portfolio Manager

Provinces Licensed (Investment)

Alberta
British Columbia
New Brunswick
Nova Scotia
Ontario
Saskatchewan
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