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.
Amy joined our team in Truro in 2017, with 10 years of industry experience to her credit. Working with clients and building relationships has always been one of the most rewarding aspects of the different roles she has held.
Amy is passionate about providing the best service and solutions to our clients and helping them achieve all their financial goals. Her ability to handle anything our clients need in a timely and efficient manner makes her a huge asset to the team.
Amy is the proud mother of three beautiful children and in her downtime can be found exploring the Atlantic provinces in their camper. The family love a good adventure and enjoys spending time outside hiking and biking. Amy enjoys giving back to the community, she is an active member of her children’s daycare board.
Colin joined the WLWP team in 2022, bringing over 20 years of financial services experience. His career in the financial services industry started in a debt management consultant role in the banking world, later transitioning to providing financial planning advice to families, individuals, and business owners, while striving to deliver the highest service standard possible.
Truly believing in what we do at WLWP, he’s passionate about helping clients stay on track to reaching their goals and retiring with confidence. Complimenting his mutual fund license with an array of new investment options and professional development through course acquisition, has motivated Colin to join our team.
When he’s not working, you’ll find Colin spending quality time with his family.
After 15 years in the financial services industry, Juanita joined White LeBlanc Wealth Planners’ Truro office in 2019. In addition to being the first face our clients see when they visit the office, Juanita is responsible for day to day operations there. She’s also the first point of contact when clients reach out to the Truro team, and handles their administrative needs.
In her free time Juanita enjoys spending time with her family, reading, walking her dog, and has recently taken up golf.
Amanda joined the financial services industry in 2011 with CIBC Wood Gundy in Victoria BC. She recently moved across the country to be closer to her family in Nova Scotia and joined our Truro office in 2019 as an Advisor bringing with her a wealth of knowledge and a passion for assisting clients with their financial health. Having seen the challenges that financial issues can bring to people’s lives, Amanda is now working towards her Certified Financial Planner to give her the skills to help overcome those issues.
Having been a business owner herself she has an inside view of how to help other business owners balance the needs of their business with their personal goals.
Amanda cares about her community and enjoys supporting causes close to her heart such as Easter Seals Camps for children with disabilities and Run for the Cure for cancer research. She is looking forward to becoming more involved in the community.
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