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.
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