About the Firm

Agile Wealth Management was established to integrate two disciplines that are often separated within financial services: discretionary portfolio management and advanced financial planning.

Investment management and financial planning require different forms of expertise. When coordinated thoughtfully, they create a structure capable of guiding capital and decisions across decades.

Our work emphasizes clarity, discipline, and long-term stewardship

A Deliberate Structure

Agile Wealth Management operates through two coordinated divisions.

Agile Securities provides discretionary portfolio management for clients seeking disciplined, valuation-aware investment oversight.

Agile Wealth Management provides advanced financial planning, integrating taxation, retirement income, estate strategy, and long-term financial coordination.

Each discipline is distinct. Together they form a coherent framework for managing wealth and complex financial decisions.

Our Team

Victor Lough & Meagan Balaneski: As the two principals of Agile, Meagan and Vic bring unique skills and strengths to the organization. Their combined skill set is seldom found in the industry, and their expertise and focus on ethics lead to excellent client outcomes.

Meagan Balaneski CFP, RFP, CIM, TEP

Chief Financial Planner

Meagan leads the firm’s financial planning practice and is widely recognized for exceptional technical expertise and professional judgment.

Her credentials span advanced financial planning, taxation, estate strategy, retirement income planning, and wealth structuring. This breadth allows her to navigate complex financial situations with clarity and precision.

In 2013, Meagan earned the highest mark in Canada on the CFP® examination, awarded to a single candidate nationwide. In 2025, she received the prestigious FPAC Financial Planning Award in recognition of her contribution to the financial planning profession.

Clients value Meagan’s ability to bring structure to complex decisions while maintaining a thoughtful and steady process. Her work emphasizes clarity, careful analysis, and advice that remains aligned with long-term objectives.

Areas of Practice

  • Advanced Financial Planning
  • Retirement Planning
  • Estate and Intergenerational Planning
  • Tax-Efficient Planning and Wealth Structuring

Victor Lough CFA, CAIA, CFP

Chief Investment Officer

Victor Lough leads the firm’s investment management practice through Agile Securities.

With more than two decades of experience navigating market cycles, his work integrates fundamental analysis, valuation discipline, and behavioral insight into how investors respond to uncertainty and consensus.

His investment philosophy emphasizes clarity of judgment, disciplined portfolio construction, and the willingness to diverge from consensus when valuation and risk conditions require it.

Victor holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Certified Financial Planner (CFP) designations.

Clients work with Victor for steadiness of perspective and disciplined decision-making, particularly during periods when markets challenge conviction.

Areas of Practice

  • Discretionary Portfolio Management
  • Valuation-Aware Portfolio Construction
  • Risk-focused Asset Allocation
  • Behavioural Market Analysis

Complementary Expertise

Investment management and financial planning require different ways of thinking.

Portfolio management demands discipline, valuation awareness, and the ability to navigate market cycles.

Financial planning requires precision, technical expertise, and the ability to coordinate long-term decisions across taxation, family structure, and life transitions.

Together, these disciplines allow Agile Wealth Management to guide both capital and decisions with coherence and clarity

Specialized Expertise

Agile Wealth Management is supported by a small group of highly capable professionals who contribute specialized expertise and operational coordination across the firm.

Their work allows the firm to maintain a focused, disciplined advisory structure while ensuring that clients benefit from dedicated support and specialized knowledge where it is most valuable.

Joan Jack

Client Service & Operations

Joan Jack provides operational coordination and client service support across the firm. She assists with client administration, scheduling, documentation, and the many logistical details that ensure the practice runs smoothly. Joan is a steady and reliable presence for both clients and advisors, helping maintain the organization and responsiveness that thoughtful financial advice requires.

Erin Miller

Insurance Advisory

Erin Miller provides specialized expertise in insurance strategy and risk management across the firm. She assists clients in evaluating insurance structures that support broader financial and estate planning objectives. Her work ensures that risk management decisions are carefully aligned with long-term financial planning and overall wealth strategy.

David Tomlinson

Condominium Advisory

Dave leads the firm’s condominium advisory practice, focusing on the specialized financial and governance considerations unique to condominium communities. He works closely with boards and stakeholders to provide guidance and ongoing advisory support within this specialized area.

Perspective

Markets move. Circumstances change. Plans evolve.

Successful long-term financial outcomes depend less on reacting to each development and more on maintaining clarity when conditions are uncertain.

Our work is guided by a simple principle:

Understand first.
Act deliberately.
Allow time to do its work.