White LeBlanc Wealth Planners’ Colin White and Dan LeBlanc have been included in Wealth Professional Canada magazine’s annual Top 50 Advisors report
Online PR News – 03-March-2020 – Toronto, ON – Nova Scotia-based financial advisors have been recognized in a prestigious list of the industry’s best advisors.
White LeBlanc Wealth Planners’ Colin White and Dan LeBlanc have been included in Wealth Professional Canada magazine’s annual Top 50 Advisors report, spotlighting 50 of the best advisors working in the Canadian wealth management industry today.
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.”
Originally motivated to become an advisor by the challenge of dealing with people and money and the opportunity to help, White has done just that over the course of his 27-year career. “Every time I can help someone understand a financial issue they were confused by and make them smile is a proud moment,” he says. White identifies the need to create efficient and effective systems to minimize distractions as one of the biggest challenges facing advisors today. He and his team have tackled this head-on, which has allowed them to grow. “As we evolved, we kept building our platform, expanded our offering and added quality people,” White says. Now he hopes to continue to improve on his practice’s client service model to keep up with changing expectations.
“In total, this year’s Top 50 Advisors are managing more than $16 billion worth of assets, improving on last year’s total by close to $6 billion,” says the Wealth Professional team. “Once again, this year’s list contains advisors from across the country, representing seven different provinces; British Columbia narrowly surpassed Ontario for the first time this year with the most advisors on the list (17 versus 15). The years of experience amassed by this year’s Top 50 Advisors ranges from five to 37, highlighting both the current strength and the bright future of wealth management in Canada.”
For the full report see issue 8.01 of Wealth Professional Canada magazine out now. To view the list and to find out more about the top advisors from White LeBlanc Wealth Planners click HERE: https://www.wealthprofessional.ca/special-reports/top-50/top-50-advisors-2020/324946.
Wealth Professional is Canada's leading independent publication dedicated to financial planners and advice professionals. A key business resource, Wealth Professional provides news, opinion and in-depth analysis of trends and developments affecting the industry. Wealth Professional also offers a series of industry reports that recognize the achievements of key individuals and businesses such as Young Guns and Women of Influence, as well as providing the latest in business best practice in a continually evolving industry.