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.
Mitchell is an Unlicensed Assistant at WLWP Wealth Planners. A Ted Rogers School of Management alum, Mitchell graduated with a Bachelor of Commerce with a major in Finance. With over ten years of experience, he is passionate about educating and making a significant difference in Canadians’ lives by working closely with clients to help them achieve their goals. He breaks down complicated financial concepts to help clients focus on the bigger financial picture. Mitchell previously worked at RBC Dominion Securities, the Royal Bank of Canada, IG Wealth Management and WealthyPlanet.
He’s an avid golfer, squash player, and fitness enthusiast who loves travelling.
Klaudio joined our team in 2022, bringing significant knowledge of accounting and tax preparation experience. He works closely with the WLWP team to support the development of financial plans so clients can feel comfortable knowing they’re on track to reaching their financial goals.
Before joining WLWP and WLWI Inc., Klaudio was an accounting and taxation professional with Deloitte as well as a few other consulting and technology firms.
He graduated with a double major in Business Administration, Accounting & Economics from the University of Istanbul, a postgraduate from Seneca in Financial Planning and Fraud Investigation and also studied Data Analytics at the University of Toronto.
His primary focus has been personal and corporate tax returns, indirect tax, international tax as well as payroll taxes. Professionally, he enjoys building and maintaining solid client relationships and loves helping clients with their tax and financial planning needs.
Klaudio grew up in Albania — his parents were entrepreneurs who instilled values of hard work and productivity. He’s a sports fan who also values community and family, loves visiting new places, and engaging in group activities.
For tax services Klaudio can be reached at email@example.com
*Taxation services are offered through White LeBlanc Wealth Inc., an independent and separate company from iA Private Wealth Inc. iA Private Wealth Inc. and its affiliates do not provide income tax preparation services and do not supervise or review any income tax returns. Only the services offered through iA Private Wealth Inc, are covered by the Canadian Investor Protection Fund.
Katrina Cooke joined our team in February 2022 after spending over nine years in the retail industry as a Branding Operations Supervisor. A native of Ontario and a Fanshawe College alum, her focus in college was in Fashion Merchandising. She’s always been passionate about delivering exceptional service to customers and clients and transitioned into the financial services industry to have more of an operational role.
A problem solver and collaborative team player, Katrina is passionate about advocating for mental health in the workplace.
Katrina is an animal lover who loves spending time with her husky, Heidi! She also loves cooking and trying out new recipes in the kitchen.
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