Practice: White LeBlanc Wealth Planners
Firm: HollisWealth, a division of Industrial Alliance Securities
Location: Dartmouth, NS
Making his third consecutive appearance on the Top 50 Advisors list, Colin White saw his AUM surpass $200 million in 2020. Looking forward, the 28-year industry veteran plans to stick with what’s working. “My primary goal for each year, since I began in the industry, has remained unchanged,” he says. “It’s to work towards finding the most effective ways to improve my clients’ financial situation.”
White and partner Dan LeBlanc were able to do that in 2020 by quickly adapting to the new work environment, having already laid the foundation to conduct business across multiple locations around the country.
“Our business already works very effectively in a predominantly cloud-based environment,” White says. “We are able to meet remotely with colleagues and clients and have been doing so for some time. The shift to a working-from-home model, as it was/is required, was pretty straightforward for us.”
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/
