Plan for Tomorrow Today

with White LeBlanc Wealth Planners

Your future depends on how you put your money to work for you today. Choosing the financial strategy that will work best for you, however, can often feel like a difficult and even overwhelming process. Fortunately, White LeBlanc Wealth Planners is here to help.

WHAT WE’RE ABOUT

We have been working with clients for more than two decades, assisting individuals, couples, families and business owners to achieve their financial goals. Dan and Colin are both Certified Financial Planners and they take a financial planning approach to solving problems for clients. This means less talking about product, more talking about solutions. Richard brings a CFA charter to the table adding more depth to our money management solutions.

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With White LeBlanc Wealth Planners,
You maximize your opportunities to:

  • Enjoy security in retirement
  • Protect your wealth and assets
  • Work with trusted financial advisors who tailor investment strategies to your specific needs
  • Create a solid plan to expand your business and improve its value
  • Build a lasting legacy

Contact White LeBlanc Wealth Planners today at 902-477-4471 to learn more about the
financial planning and wealth management services we offer and to schedule a meeting with an advisor.

Our Knowledgeable Staff

Colin White, CPA, CMA, CFP®,CIM

Colin White, CPA, CMA, CFP®,CIM

Portfolio Manager, Insurance Advisor, HollisWealth Insurance Agency Ltd.

Daniel LeBlanc, CFP®, CIM

Daniel LeBlanc, CFP®, CIM

Portfolio Manager, Insurance Advisor, HollisWealth Insurance Agency Ltd.

Tracy Hird

Tracy Hird

Financial Advisor

Mitchell Whiteland

Mitchell Whiteland

Investment Advisor

Ainsley Mackie

Ainsley Mackie

Investment Advisor, Insurance Advisor, HollisWealth Insurance Agency Ltd.

Sadie Perlstrom

Sadie Perlstrom

Assistant

Jordan Morrison

Jordan Morrison

Assistant/Insurance Advisor, HollisWealth Insurance Agency Ltd.

Richard W. Fewell

Richard W. Fewell

CPA, CMA, CFA, CBV, MBA