Colin has worked in the financial services industry since 1992. 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 give him the knowledge and ability 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 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 education and work experience, 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.

*Tax Preparation Services are provided through White LeBlanc Wealth Inc., A Verecan company.

Shawna’s extensive background in the financial services industry began in 1997 after becoming licensed with IIROC and starting her career at Beacon Securities Ltd. Throughout her career, Shawna has held senior positions with multiple organizations in the financial services industry, including DundeeWealth, Hollis Wealth and Assante Wealth Management. 

Shawna has a reputation for achieving results with an emphasis on team development and relationships. She has a proven track record of leadership, managing corporate risk, building employee engagement, and implementing & leading the success of major corporate initiatives.

Shawna sat on IIROC’s NS District Council for eight years and served as Chairperson representing Nova Scotia on IIROC’s National Advisory Committee for 2 years.

Fun fact about Shawna that you might not know — she’s a huge Walt Disney World fan. She loves WDW for the attention to detail – from taking care of guests to honouring the past with little touches all around the parks to the completely immersive experience of being there. One of her favourite quotes is by Walt Disney, “It’s kind of fun to do the impossible” — we think that’s fitting based on her track record of getting results!

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 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, he’s passionate about helping clients stay on track to reaching their goals and retiring with confidence.

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 our team in the 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.

Sadie has been serving our clients in Nelson since 2007. In 2016 she embarked on a new role within our team 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 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 a loving mother to Sawyer and Grayson, who are also growing up to appreciate Nelson and enjoy an active Kootenay lifestyle.  

Laura began her career in the financial services industry as an insurance assistant. She obtained her insurance licence in 2018 and joined our team in May of 2019. She currently serves our clients in an administrative capacity, with a keen focus on providing outstanding client service.

Laura’s interest in the industry has lead her to take on additional courses and training that provides her with additional insight and perspective that makes her a valuable member of the team.