Services That Meet Your Needs

Creating a solid financial future and building wealth requires more than merely putting money into an account each month. It requires evaluating your current and future financial needs from every perspective, then finding the products and services best suited to helping you meet your goals.

White LeBlanc Wealth Planners offers our clients a comprehensive suite of services designed to encompass a variety of financial needs and goals. Whether you have a short-term financial goal like buying a house or are focused on long-term growth, our advisors have access to the options you need to make the most of your money.

Financial Planning for Individuals

Our financial planning services are designed to help you zero in on your financial goals, then create a roadmap to help you achieve them. Your White LeBlanc financial advisor then works with you to invest your money wisely and manage it stay to on track.

Financial Planning for Businesses

Just as it is important for an individual or couple to have a proper financial plan, business owners also need to evaluate how a financial plan can help them accomplish their financial goals. White LeBlanc Wealth Planners will work with you to identify areas of potential financial opportunity such as corporate structure, tax planning and charitable giving opportunities as we align your goals and your investment strategy.

Tax Planning

Proper tax planning offers Canadian families and businesses alike the chance to reduce or defer their tax burden and increase financial investments. Our tax advisors will help you maximize deductions, better manage contributions, make the most of capital expenditures and losses, and strategically implement other beneficial strategies. White LeBlanc Wealth Planners also offers a complete range of accounting services including corporate returns, reorganizations and business planning.

Retirement Planning & Financial Independence

As we grow older, having secure retirement grows more important. Your White LeBlanc advisor can help you determine the right path needed to work towards your retirement goals, whether they are to travel the world or to stay in your own home for as long as possible.

Estate Planning

You work hard to create a sound financial future throughout your life. But what happens to your assets—your estate—after you’re gone? We will help you create a plan for your estate that reduces the stress on you and your family while simplifying the process. We will also evaluate and recommend those strategies which will help you meet your estate planning goals.

Insurance

Having the right kinds of insurance in place for you and your family is an important part of your ability to meet your financial goals. Based on your individual needs and priorities, we can evaluate your existing life, health, disability, critical illness and long-term care policies and make any recommendations as to how they can be of greater benefit. If you are a business owner, we can also help you create a benefits package for you and your employees if needed.

We would welcome the opportunity to talk with you about our complete suite of financial planning and investment services. Please contact us to learn more and to schedule a meeting with one of our advisors.