Practice: White LeBlanc Wealth Planners
Firm: HollisWealth, a division of Industrial Alliance Securities
Location: Dartmouth and Truro, NS; Burlington, ON; Nelson and Powell River, BC
Dan LeBlanc operated his own practice for more than 20 years, but in 2013, he decided to join forces with his current partner, Colin White. The decision has paid off for both advisors, who continue to witness growth not only in their numbers, but also in their locations – they currently have five offices spread across three provinces.
“Making the decision to move from a solo practitioner to a team and surrounding ourselves with the best people we could find has been very rewarding and has allowed us to deliver high-level wealth management and financial planning to individuals and small business owners,” LeBlanc says. “Having a team committed to putting the client first makes it very easy to get motivated to go to work every day.”
LeBlanc says his team’s goals for the coming year are to “continue to build out the best team to provide independent financial advice to Canadians, expand our efforts in growing organically and continue to transition a greater percentage of the book to discretionary management.”
BUSINESS CONTACT DETAILS:
Company Name: White LeBlanc Wealth Planners
Head Office Address: 239 Brownlow Ave, Suite 204, Dartmouth, NS B3B 2B2
Telephone No.: 800-782-2345
Website: http://www.wlwp.ca/
