Practice: White LeBlanc Wealth Planners
Firm: HollisWealth, a division of Industrial Alliance Securities
Location: Dartmouth, NS
Returning to the Top 50 in 2021, Dan LeBlanc continued to see growth in both his AUM and total clients over the past year. LeBlanc was originally inspired to enter the wealth management industry by his passion for finance and desire to help people.
“I was drawn to dealing with personal and business finance at a young age,” he says. “From helping my father balance his books in my teenage years to an early mindset ingrained by my father to ‘save for a rainy day,’ wealth management was a natural fit. We have been able to genuinely help people in so many ways over my career, and that is truly gratifying.”
Along with his partner, Colin White, LeBlanc is looking to further develop their team and service offering. “We set a goal of building the strongest possible team to offer high-quality independent wealth management to Canadians and are seeing it materialize,” he says. “I feel very strongly that we have the best people to deliver on this for our clients.”