Nelson wealth planners earn national recognition

White Leblanc Wealth Planners / HollisWealth a finalist in the 2018 Wealth Professional Awards

From left, Nelson’s Ainsley Mackie, Daniel LeBlanc, Sadie Perlstrom, from White Leblanc Wealth Planners.

When you have a great team, backed by solid knowledge and experience, good things happen.

It’s what resonates for White Leblanc Wealth Planners / HollisWealth clients, and now the team from right here in Nelson is receiving national recognition.

White Leblanc Wealth Planners / HollisWealth is a finalist for Top Independent Advisor Office (10 staff or fewer) in the fourth annual Wealth Professional Awards, the premier independent awards in Canada’s wealth management and financial advisory services industry.

“I’m really proud of what our team has accomplished – we have one of the best teams in the business – and I’m thrilled to have them recognized on the national stage,” says Colin White, Portfolio Manager, Holliswealth, and Partner, White Leblanc Wealth Planners.

The Nelson office is one of three White Leblanc Wealth Planners offices across Canada, providing financial advice to individuals and small businesses; all three share in the award nomination.

Founded in Halifax, with its roots in rural Nova Scotia, that small town feel remains evident in White LeBlanc’s client relationships. Its team-based approach, paired with the power of today’s technology, lets team members harness the knowledge and experience from both coasts, and remain connected with clients, each other and all that’s happening in the financial world.

“With investment information more readily available than ever before, client expectations are higher, however we are able to leverage these resources to provide the service and expertise they’re looking for,” White says.

“We have a fresh take on the investment advisory business.”

The best of the best

Winners in all 23 categories will be selected by a panel of industry experts and announced on May 31 during a stellar black-tie awards ceremony at The Liberty Grand Toronto.

“The finalists are the best of the best,” said Chris Davis, Event Director of Wealth Professional Awards. “They demonstrate the resilience, innovation and sheer management smarts it takes to build a thriving business today. Success stories like theirs are the lifeblood of the wealth management industry.”

For White, pointing to an industry that was once much more individualized, a big part of that success comes from embracing a team approach to financial planning.

“We are very proud of our team for all the hard work they do, and we’re very honoured to be recognized on the national stage by Wealth Professional.”

About White Leblanc Wealth Planners / HollisWealth:

White Leblanc Wealth Planners offer all levels of money management from discretionary accounts, to fee accounts, to transaction accounts based on the needs of the client. In addition to money management they provide client-centered planning, answering questions on Estate Planning, Tax Planning, Retirement Planning and other goal directed work. With a team that specializes in insurance and income tax, they can execute the planning work they do by putting insurance products in force and filing tax returns.

Follow them twitter.com/whiteleblanc1 and at facebook.com/WhiteLeBlancWealthPlanners/

About Wealth Professional:

The Canadian edition of Wealth Professional is published monthly and is supported by WealthProfessional.ca, offering daily news and business intelligence and e-newsletter sent daily to 30,000 readers and subscribers across Canada.

HollisWealth® is a division of Industrial Alliance Securities Inc., a member of Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. White Leblanc Wealth Planners is a personal trade name of Colin White and Daniel LeBlanc. Insurance products provided through Hollis Insurance Inc.

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