Colin is a partner of WLWP, a Portfolio Manager with iA Private Wealth, a division of Industrial Alliance Securities Inc and Insurance Advisor with White LeBlanc Wealth Inc*. He has worked in the financial services industry since 1992. As a Portfolio Manager, Colin is part of less than five per cent 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 Agency*. 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.

Ainsley Mackie has been working in the financial services industry for more than 15 years. She joined White LeBlanc Wealth Planners in 2016 and, achieved her Chartered Investment Manager designation in spring 2021.  Ainsley was a strong proponent of WLWP establishing an Ethical Portfolio and also sits on the firm’s investment committee. 

Financial literacy is an important skill, and Ainsley is a firm proponent of simplifying the world of wealth management. Sharing her knowledge with clients, Ainsley takes care to ensure they are well-informed and positioned to take advantage of all opportunities available to them.  This includes life insurance. As a licensed Insurance Advisor, Ainsley provides invaluable guidance to our clients in British Columbia to effectively use insurance products within an overall wealth plan.

An active community member, Ainsley is a long-standing member of the Rotary Club of Nelson and is president for the 2021-2023 sessions. She’s also Vice-President of the Nelson Civic Theatre Society and volunteers with Meals on Wheels and the Kootenay Lake Hospital Foundation’s annual golf tournament. Ainsley’s commitment to Nelson was recognized when she received the “Edward Jones Award for Excellence in Philanthropy & Community Service” during the 2020 Wealth Professional Awards. Ainsley enjoys spending time with her family, gardening, golfing with her partner John, and walking their dogs Griffin and Chico.

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.  

Lisa joined White LeBlanc Wealth Planners in 2020, bringing five years of progressive industry experience and fifteen years of experience as an administrative professional. Throughout her career she has been recognized as an excellent relationship builder with a proactive approach to her role, making her an invaluable asset to her team.

Born and raised in Nelson, Lisa spent 10 years in Calgary with her husband before making the decision to return home to raise their two children. The family enjoys an active, outdoor-oriented lifestyle that is well-suited to the area. Along with the family’s many outdoor activities, Lisa especially enjoys time at the beach. Lisa is committed to health and is an avid practitioner of yoga.