Devin is a Portfolio Manager and Financial Planner with White LeBlanc Wealth Planners/iA Private Wealth. He works with families to help them understand their motivations, build a personalized plan, and implement strategies that will help them realize their financial objectives. As an independent advisor, Devin provides unbiased advice in the areas of retirement, tax and estate planning as well as investment and portfolio strategy.
Prior to working in the industry, Devin studied at Bishop’s University where he earned a degree in mathematics and business. He has since obtained the CFA® (Chartered Financial Analyst) and CFP® (Certified Financial Planner) designations. In 2018 Devin was named a ‘Young Gun’ by Wealth Professional Canada – an award given to 20 advisors under 35 who are poised to lead Canada’s wealth management industry into the future. In his spare time Devin enjoys playing hockey, trying new foods, exploring new countries, and volunteering as a mentor for the Big Brother Big Sister of Toronto charity.
Originally from Burlington, Dylan moved to Toronto to attend Seneca College and earned an Honours Bachelor Degree in Financial Services Management. He started his career at BMO, working as a Business Development Associate/Investment Specialist where he deepened his knowledge of product offerings and learned to excel at managing client relationships. Dylan joined iA Private Wealth in 2015 and is now a Chartered Investment Manager & CERTIFIED FINANCIAL PLANNER® professional. Dylan is actively involved in the community, as an Alumni Speaker at Seneca College & a mentor in the Raising the Grade program at St. Albans Boys & Girls Club. In his spare time, he also enjoys rooting for the hometown Toronto Blue Jays & Maple Leafs, and playing squash.
Committed to the mastery of the Financial Planning profession, Dylan is the 2020 winner of the PlanPlus Global Canadian Financial Planning Award.
Jason Chan joined WLWP Wealth Planners in February 2022 as an Associate Advisor, bringing over five years of experience.
He’s a Canadore College and York University alum where he studied Aircraft Maintenance Engineering and Human Resources Management. His university experience brought him to Nagoya University in Japan for a one-year exchange.
He’s worked with multiple senior financial planners, providing administrative support with a focus on client communication and delivering an exceptional client experience.
Professionally he is passionate about financial planning and building solid client relationships — helping clients understand their financial needs and helping them achieve their financial goals.
He’s a friendly guy (this is where the exceptional client experience comes into play) and is known to put on a smile on your face. His positive energy and drive to support our team and our clients make Jason an asset to our team.
It’s not all work for Jason; in his downtime, he loves travelling with his wife, exploring different cultures, seeking new & interesting objects and locations, and experiencing local foods along the way. Oh, and we have another Disney fan in the office!
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