Colin is a partner of White LeBlanc Wealth Planners, a Portfolio Manager with iA Private Wealth, a division of Industrial Alliance Securities Inc and Insurance Advisor with Hollis Insurance*. He has worked in the financial services industry since 1992. As a Portfolio Manager Colin is part of less than five percent of advisors who are licensed to trade on a discretionary basis. The additional licenses to trade options and deal with life insurance is a rare skill set for a retail advisor. Colin is a graduate of St. Mary’s University with a Bachelor of Commerce degree, majoring in accounting. He is also a Certified Management Accountant (CMA) (CPA) and Certified Financial Planner® Professional. As part of his commitment to you, he makes it a priority to attend national conferences on topics of investments, insurance*, and financial planning.

Colin’s years of experience gives him the knowledge and perspective to help people truly understand their circumstances and make informed decisions. The one thing do-it-yourselfers find difficult to do well is to achieve the perspective required to make sound decisions. He can offer the perspective to help you accomplish your financial goals.

Dan is a partner of White LeBlanc Wealth Planners, Portfolio Manager with iA Private Wealth, a division of Industrial Alliance Securities Inc and Insurance Advisor with Hollis Insurance*. He has worked in the financial services industry since 1995, focusing on investment and financial planning since 2000. Dan graduated from Université Sainte-Anne with a Bachelor in Business Administration in 1994, obtained the Certified Financial Planner® Professional designation in 2002 and the Chartered Investment Manager (CIM®) designation in 2015.

Dan’s independence, education and work experience, including six years at RBC Royal Bank and expertise in T1 tax preparation** and planning makes him uniquely qualified to provide unbiased financial advice to individuals and families who are particularly concerned about saving for the future, minimizing taxation and protecting their family from critical financial events.

**iA Private Wealth does not provide any income tax preparation service and does not supervise or review any income tax returns.

Amanda is an associate investment advisor  with WLWP Wealth Planners. An Acadia University alum, Amanda graduated with a Bachelor of Business Administration. Her professional career began as a Financial Services Manager at a car dealership, where she provided advice and financing options to clients while purchasing their vehicles. She then shifted to the financial services sector as a licensed assistant and, more recently, an associate at IG Wealth Management.   

Professionally, she’s passionate about building long-lasting relationships with clients and providing sound financial guidance to clients to help them achieve their financial goals. 

She’s a foodie who loves trying new restaurants, watching the Food Network and trying out new recipes at home. When she’s not in the office, you’ll likely find Amanda walking on trails in the HRM with her husband and golden retriever, Louie.  

Giving back to the community is also very important to Amanda, who supports organizations including Challenger Baseball and Freedom Kitchen.

A St. Mary’s University alum, Colin received a degree in Commerce, majoring in accounting.  He spent five years working with CIBC and Scotiabank in Halifax as a Financial Advisor before joining the WLWP Wealth Planners team in June 2022 as an Associate Investment Advisor, Mutual Funds.

The client’s best interest is at the forefront of everything he does —  he truly enjoys getting to know clients on a deeper, personal level, so he can better understand and fully appreciate their unique individual financial goals and ambitions. 

When he’s not at the office, you might find him on the golf course, at the beach, travelling, or enjoying a nice meal with friends & family.

Tracy has been in the financial industry since 1997. She left a role in compliance to join the team in 2013. This provided her with the opportunity to focus on the part of the industry she loves the most – client relationships. She believes that trust is the foundation of all great relationships and is committed to ensuring that each client interaction is an opportunity to continue building on that foundation.

Tracy brings her wealth of knowledge to our client’s everyday whether it’s by answering an email or researching a complex issue she strives to deliver an answer, accurately and promptly. Her dedication to the details ensures that all of our client’s information is up to date so we can provide better informed opinions to our clients.

Tracy loves a good book and watching her daughter play soccer year round. Tracy and her husband Rob enjoy spending time a their cottage on the Bay of Fundy and walking their Lab Olly.

Laura joined our team in May 2019 after moving back to the East Coast from spending some time in Saskatchewan. A Dalhousie University alum, Laura graduated with a BA in Community Design and a diploma in Horticultural technology with a Minor in environmental science.  

Laura previously worked with TLM Financial (Sunlife) as an insurance advisor and administrative assistant focusing on policy services, client retention, sales, and administrative duties. Laura also worked as the body manager at Shellbrook Chevrolet Buick GMC. She was responsible for scheduling, ordering parts, supply, working with dealers, wholesalers & insurance representatives, data management, and submissions of all insurance claims.  

Professionally, her priority is supporting clients in making the right choices for their family or business. Personally, her priority is family. When Laura isn’t in the office, you likely find her hiking with the family, finding new areas to explore or spending time with family or at the camp.

With a knack for running an efficient office and superior communication skills, Simone McShane brings our team a wealth of administration and customer service experience. Her career spans over 35 years, holding positions with ProEdge Sports Conditioning Ltd. in admin & accounts roles, Suburban Football club and District as club manager, controller at Famous Folks, and office manager at Joseph Howe Family Dentistry. Born and raised in the UK, Simone now calls Nova Scotia home, focusing her time on her children and dogs, where she loves playing sports and walking on the beach. Even with the smallest interactions with Simone, you’ll see that she is kind-hearted and driven to create an exceptional client experience while keeping our team organized. She’s pretty driven outside of the office, too — Simone pushed herself to swim a swimathon and run a marathon even though she didn’t consider herself to be a strong swimmer or runner — she says she couldn’t master the biking for the triathlon (we’ll add, yet)!

Kathryn is a marketing and communications professional with extensive financial services experience. She has completed the CSC, CPH, Insurance Licencing Courses, Fundamentals of Derivatives and Options Licensing. Although she enjoyed that side of the business she made the leap to marketing in 2008.

With both agency and client side experience to bolster her first-hand knowledge of our industry, she uses her skills and education in both arenas to share compelling stories, create meaningful & informative content to serve our clients and the general public, and to accurately and engagingly communicate White LeBlanc Wealth Planners’ personality.

Writer, process enthusiast, and researcher are just a few of the many attributes that make Paula Altenburg an asset to our team. Joining WLWP in 2022, Paula brings over 35 years of experience in proposal management, program/project management, publications management, and document management in the aerospace & defence and aviation industries. A University of King’s College/Dalhousie University alum, Paula also holds a certification in proposal management and project management training. 

Professionally, she’s process-focused — she firmly believes processes should be dynamic and continuously recorded, monitored, and adapted to be most effective. She likes things to be “neat, tidy & functional.”  

Paula is a USA Today bestselling author in commercial fiction and teaches non-credit writing courses for beginners through local writers’ organizations and universities. If she’s not writing or talking about writing, she’s reading. She also enjoys researching and is currently focused on the fighting techniques in the Napoleonic Age. She also enjoys travelling and appreciates art galleries and museums.