How is an independent financial planner like White LeBlanc Wealth Planners different from the person I deal with at my bank?

We are a comprehensive financial service provider, guiding you through every aspect of your financial needs.
The big banks have usually follow a linear financial advising process to help them manage a larger client base in a way that is efficient for their team. That can lead to more generic advice and solutions.
Our investment strategy is tailored to your individual needs and actively managed by a team of financial analysts and advisors with far more credentials and experience than most bank advisors. Here our goal is to create a lasting relationship with our clients so, while you have access to our whole team, you will be able to deal with the same people each time you call. This means we have a chance to really get to know you & your particular needs, leading to more contextualized advice and solutions.