Videos, podcasts, news updates and more. You’ll find we like to keep our clients and friends informed about what’s happening in the world and how it may impact the markets, financial plans and portfolios. There is a lot of excellent information here, but if you have a question that isn’t answered here or via our FAQ page, just drop a line or give us a call. Someone will be happy to assist.
Kathryn is a marketing and communications professional with extensive financial services experience. She has completed the CSC, CPH, Insurance Licencing Courses, Fundamentals of Derivatives and Options Licensing. Although she enjoyed that side of the business she made the leap to marketing in 2008.
With both agency and client side experience to bolster her first-hand knowledge of our industry, she uses her skills and education in both arenas to share compelling stories, create meaningful & informative content to serve our clients and the general public, and to accurately and engagingly communicate White LeBlanc Wealth Planners’ personality.
You can expect financial education straight to your inbox, plus invites to exclusive events & webinars.
