In 2015, Taylor started working at iA Private Wealth as an investment advisor shortly after finishing his degree at the University of Victoria. Most of his time is spent with the creation, maintenance, and rebalancing of client accounts and portfolios. He enjoys meeting with clients and helping them position their investments to best meet their financial goals, for all stages of life. Taylor also supports the team and our clients with the constant technological evolution of hardware and software.

Born and raised in Powell River, British Columbia; he moved to Vancouver Island immediately after high school in 2009 to attend University. In 2013, he graduated from UVIC with a Bachelor of Arts Double Major in Political Science and History. He briefly worked for a NPO in Victoria before moving back to Powell River to start his career in the financial industry as an investment advisor.

Taylor spends his free time competing on the basketball and volleyball court. He also participates in archery and boxing in the off season.

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.

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.

Gina joined WLWP in 2021 after 10 years of industry experience including retail banking, investments, lending, training, compliance, and management.

Born and raised in Powell River, Gina spread her wings and moved to Alberta for 16 years where she attended Macewan University for B of A in psychology, which took her through a variety of positions including a Program Assistant for families with autistic/special needs children and as a preschool teacher. She then directed her passion for helping and educating into working for a financial firm before she took time off to have her children.

2016 Gina moved back to Powell River and re-entered the financial industry she has worked diligently and passionately to evolve her career quickly in the retail banking industry with BMO, holding almost every position within the branch including covering multiple positions at a time. With additional experience of 15 years in customer service, she has developed rapport and business relationships within our community, and she enjoys already knowing many of WLWP’s clients.  Looking to really tailor her passion for financial advice and guidance has brought Gina to WLWP to further her commitment to helping clients and our community.

Along with her two children, Damon and Olivia, Gina enjoys various outdoor activities including hiking, fishing, and off-roading, as well as calming activities like meditation and reading.

Crystal joined our team in 2021, bringing over ten years of administrative experience.   She previously worked at Garling Ostensen, Barristers, Solicitor and Notaries Public as a legal secretary, SNC Lavalin focusing on Document Control, Procurement and Administration, and IG Wealth Management in an administrative role. 

She is uber-organized, a hard worker and a true team player.   She enjoys helping people, problem-solving and learning new skills to help her grow professionally.  

Crystal was born and raised in beautiful Powell River —  she loves fishing, gardening, and the beach. Crystal also loves travelling and spending time with friends and family.