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.
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.
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.
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.
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.
Sadie has been serving our clients in Nelson since 2007. In 2016 she embarked on a new role within WLWP and has continued to expand her responsibilities. Her problem-solving abilities are second to none, and she has proved to be an invaluable part of our team’s success. Today, Sadie is responsible for company-wide operations at WLWP as well as day-to-day management and professional development of the administrative team across Canada. Sadie was born and raised in Nelson, BC and is a proud supporter of the community, serving as a member of the local Rotary Club and the Kootenay Swim Club. Sadie is is a loving mother to Sawyer and Grayson, who are also growing up to appreciate Nelson and enjoy an active Kootenay lifestyle.
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