Josh joined White LeBlanc Wealth Planners in 2018 as a Portfolio Manager, after spending six years at iA Private Wealth’s head office as a part of the team managing the firm’s fee-based investment platforms. Having interacted with hundreds of investment advisors across the country in his past role, Josh has had the unique opportunity to identify the traits that make a financial service practice successful. Drawing on this experience, Josh believes in a disciplined approach to investment management, supported by a rigorous client discovery process and regular client interaction.
Josh graduated from the University of Guelph in 2012 with a Bachelor of Commerce degree, majoring in Economics & Finance. He has since attained his Chartered Financial Analyst and Chartered Investment Manager designations. He makes use of his education and academic mindset, combined with his passion for everything investing and financial markets, as a member of our Portfolio Management Committee.
Upon completion of his BA Economics at McMaster in 1986, Steve’s career began more than three decades ago – in the very early days of discount brokerage. He was fortunate to join that facet of financial services during its infancy stage, and to be a key player in driving the implementation of technology and service standards to build the foundation that discount brokerage in Canada continued to grow on.
Steve joined WLWP in 2019, and before that spent 15 years Steve working closely with Investment Advisors across the country to help them develop and maintain a focus on investment management while sharing his ethos of “just doing the right thing” for clients. Steve is passionate about the critical importance of embracing a logic-based approach to investment decisions; never allowing undue influence from emotion or media, instead concentrating on long-term results.
Luciana and her family arrived in Canada a little over 2 years ago, joining us from São Paulo, Brazil. While in San Paulo, Luciana worked for almost 7 years with Banco do Brasil. During this time, she held a variety of positions including Client Services Representative serving both banking and investment needs, a Bank Branch Administrator, and Compliance roles. When not enjoying time with her family, including a young daughter, Luciana’s free time is most often devoted to travel and meditation.
Theo Medve joined WLWP Wealth Planners in 2022 as a Licensed Assistant. A queens University Alum, Theo majored in Applied Economics with a Minor in Law.
His career started in retail banking, where he worked as a customer services representative, banking advisor and associate advisor for over five years. Investment management speaks to his interests in creating and maintaining wealth for others — he enjoys the balance between building solid, long-term relationships with clients and the strategic aspect of managing their finances — he’s passionate about helping clients realize their financial goals by strategizing their investments and guiding them through life stages.
On a personal level, he’s a huge sports fan, particularly NFL, NBA, & UFC. He enjoys travelling and exploring new cultures. He also enjoys spending time with my family and friends, which likely will involve watching a game or two on a Sunday afternoon. Giving back to the community is important for Theo; one way he does this is by volunteering at a nursing home, serving seniors, and providing companionship with the intention of positively impacting someone’s day.
Raj Vaidya joined WLWP in 2022, bringing over 20 years of experience in business administration, process improvement, training and leadership roles in Canada’s fast-paced, productivity-driven financial services, insurance and investment industry. Analytical minded with in-depth awareness of leadership goals, business analysis, and client needs, Raj is committed to excellence and the client’s best interest.
At WLWP, Raj enjoys working with the team providing strong administrative support and takes pride in helping build & maintain solid client relationships by providing superior service experience to WLWP’s valued clients, team members and partners.
A strong believer in the power of positive thinking, Raj regularly shares internal wellness practices to assist family & friends with effective mental health techniques. As a proud mother, Raj’s top priority is connecting, and chatting with her beloved daughter, Shalvaree and Son (in-law) Yash, along with their fur babies-Ms.Clio (an adorable Havanese) and Mr.Lobo (A gentle German Shepherd).
Arlene joined WLWP in 2023 as an Administrative Assistant, bringing over 25 years of accounting and financial services experience. In her previous roles, she travelled nationwide, providing expertise in administration, client service, HR and Tax Compliance to various firms and businesses in Yukon, BC, Alberta, Nova Scotia & Ontario. She holds diplomas in Tourism Management and Office Management Services.
Arlene loves building client relationships and is driven to help create exceptional client experiences.
Outside the office, Arlene is a Life Member of the Burl-Oak Theatre Group, where over the years, she has had memorable roles on stage and behind the scenes on numerous productions. She is a poet, baseball fan, history buff, avid reader, and she treasures time spent with her family and friends. On weekends in the summer, Arlene and family can be found at African Lion Safari listening to the lions roar!
TF: 1-866-544-0502 | Fax: 905-634-0833
You can expect financial education straight to your inbox, plus invites to exclusive events & webinars.