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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Leblanc Wealth Management

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  • Who We Are
  • What We Do
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What We Do

Address 110 Main St Whitehorse Yukon, Y1A 2A8
Telephone Number (867) 689-2101
Email Email us
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A Premium Offering

We Can Show You The Way

 

We truly believe that there is no one size fits all when it comes to financial advice. We take the time to truly get to know you to gain a comprehensive understanding of your unique circumstance before carefully crafting a tailored strategy designed to help you achieve your financial ambitions. As your dedicated partner, we will then accompany you every step of the way along your personalized wealth journey. At Leblanc Wealth Management, every strategy is custom designed to be flexible so your plan can keep up with all the changes you experience over the course of your life long journey.

 

 An Integrated Approach To Wealth Management

 

To maintain maximum financial health in order to live your best financial life, you should monitor and regularly measure the healthiness of various facets of your financial situation which all have an impact on one another. Unfortunately, as our clients are often busy professionals or simply do not share the passion we have for finance, many important components are often neglected. We are here to help you keep everything organized and to make sure no stone remains unturned, working closely with others you engage with as part of your dedicated team of professionals.

 

Here are some of the services we offer our clients:

  • General Financial Planning
  • Retirement Planning
  • Investment Management
  • Estate Planning
  • Trusts
  • Education Planning
  • Pension Planning
  • Philanthropy / Charitable Giving
  • Tax Planning
  • Insurance

 

We offer the following account types:

  • Retirement Savings Plans (RSP)
  • Tax Free Savings Accounts (TFSA)
  • Registered Education Savings Plans (RESP)
  • Registered Disability Savings Plans (RDSP)
  • Non-registered Accounts (Cash accounts)
    • CAD & USD
  • Corporate Accounts
  • Donor Advised Charitable Fund
  • Group RSPs
  • Employer Sponsored Pension Plans

 

We provide unrestricted and unbiased access to the following products ensuring your interests are always protected and eliminating the conflict of interest otherwise often present in the more mainstream investment model:

  • Stocks
  • Bonds
  • Mutual Funds (all fund companies)
  • ETFs (all fund companies)
  • Alternative investments
  • High Interest Savings Options
  • GICs (from various banks)

 

*Minimum of $400,000 in combined investable assets per household.

 

 

 

Discover Our Added Value

Contact Us Today

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.