Press Release - April 28, 2020

White LeBlanc Wealth Planners/Hollis Wealth Selected as Finalist for Advisory Team of the Year

Dartmouth, Nova Scotia — April 22, 2020 – White LeBlanc Wealth Planners announced that it had been selected as a Finalist for the Award for Advisory Team of the Year (10 Staff or More) in the 6th annual Wealth Professional Awards.

The team is also pleased to share that Ainsley Mackie, Investment Advisor in the team’s Nelson, British Columbia office has also been named as an individual finalist in the Award for Excellence in Philanthropy and Community Service category.

Presented by Wealth Professional magazine, the Wealth Professional Awards celebrates excellence in the Canadian wealth management and financial planning profession and recognizes the leading advisors, teams, brokerages, fund providers and industry service providers for their achievements, leadership and innovation over the past year.­­

Finalists in 23 categories were selected, following an open call for nominations to Wealth Professional’s nationwide readership of 28,000 wealth professionals.

Winners will be selected by an independent judging panel and revealed during the black-tie awards gala on September 30 at the Liberty Grand Entertainment Complex in Toronto, where hundreds of wealth professionals from across the nation will gather.

“Very proud to be part of such a dedicated group of people who genuinely care about our clients, communities and one another.” Says Colin White, Portfolio Manager with White LeBlanc Wealth Planners/iA Private Wealth, “I speak for all the partners when I say it is an honour to work with such a talented and caring group.”

Wealth Professional Awards project director Jessica Duce said: “The list of finalists is a true snapshot of the best and brightest in the industry right now. It’s going to be a fantastic honour to welcome and celebrate this deserving group at the September gala.”

For the full list of finalists, visit www.wpawards.ca.

Those who wish to attend the gala are urged to reserve a table as soon as possible.

Follow: https://www.facebook.com/WhiteLeBlancWealthPlanners or https://www.linkedin.com/company/white-leblanc-wealth-planners

About White LeBlanc Wealth Planners:

White LeBlanc Wealth Planners offer comprehensive wealth & portfolio management services nationally from our offices in Nelson & Powell River BC; Burlington, ON; and Truro & Dartmouth, NS.

iA Private Wealth® is a division of iA Wealth Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

Contact

Kathryn Toope – Marketing Coordinator, White LeBlanc Wealth Planners/iA Private Wealth

kathryn@wlwp.ca

About Wealth Professional:

Wealth Professional is Canada’s definitive source of news, opinion and analysis for today’s sophisticated financial planning and advice professionals. Delivered exclusively online to Canada’s financial planners and advice community, Wealth Professional provides a real-time web service that keeps time-poor advisers up to date with the latest breaking news, cutting-edge opinion, and expert analysis affecting both their business and their industry.

Contact

Krissy Salvador – Marketing Executive, Key Media

krissy.salvador@keymedia.com

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