Nicolas Leblanc, CFP®, CIM®, FCSI
Founder and Senior Wealth Advisor at Leblanc Wealth Management – CIBC Wood Gundy. Passionate, extensively experienced and accredited Wealth Management Professional with over a decade of industry experience in retail banking, management, financial planning and private wealth management, Nick and his team support a wide range of private high-net-worth clients across Canada. Nick has earned the Certified Financial Planner (CFP®) designation conferred by FP Canada - the world's most recognized financial planning designation - along with the Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute, demonstrating the knowledge, skills, experience and ethics required to meet the unique demands of high-net-worth families in Canada at the highest level of complexity in the profession. He was also granted the Fellow of CSI (FCSI®) designation, the pinnacle financial services credential and the highest honour in Canadian financial services.
Specialized in designing and implementing impactful and actionable values-based strategies centered around the unique needs and challenges facing affluent families, Nick will take the time to truly understand what matters most to you and those important to you, and what motivates and influences the decisions you make by integrating the science of behavioral psychology.
Nick is extremely dedicated to his clients and is committed to pushing the boundaries by pursuing ongoing continuing education, constantly striving to build on his knowledge as he advances on his perpetual journey to elevate the value he and his team can offer their clients.
Megan Kelsch
Megan was born and raised in Whitehorse, YT. She began her career in the financial industry in 2013 where she quickly progressed to more senior roles becoming the leading resource for high value clients with more complex banking needs. Megan is committed to delivering a refined and highly personalized client experience by acting as your primary point of contact with the Leblanc Wealth Management team for any non-investment related requests. Among other things, Megan manages appointment schedules, administrative requests, cash transfers, and acts as the liaison between our valued clients and their dedicated investment advisor ensuring someone is always available to support you. She can also assist with preparing tax personalized tax packages for you or your accountant. Megan is very passionate and prides herself on fostering strong relationships with our clients.
Monika Kriedemann, CFP, CLU
Financial Planning Specialist
Monika started her Financial Services journey almost two decades ago and has held various roles. Her commitment to continued education and her obvious passion to help her clients make their dreams come true has brought her to this role. She has extensive working experience in both Investments and Insurance and she uses her knowledge to help provide her clients peace of mind.
Monika believes that financial planning is more than knowing the facts but to also understand her clients fears, dreams, goals and desires.
Aaron McEwen
Estate Planning Specialist
Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.
Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.
Monika Kriedemann, CFP, CLU
Monika started her Financial Services journey almost two decades ago and has held various roles. Her commitment to continued education and her obvious passion to help her clients make their dreams come true has brought her to this role. She has extensive working experience in both Investments and Insurance and she uses her knowledge to help provide her clients peace of mind.
Monika believes that financial planning is more than knowing the facts but to also understand her clients fears, dreams, goals and desires.
Aaron McEwen
Aaron’s passion and belief in holistic financial planning drives his purpose to build deep client relationships. Utilizing a team that’s entirely focused on family planning, helps guide him to finding the right solutions. Aaron believes in a client-first approach and loves solving complex personal and corporate estate planning issues. He gives his time generously to family planning, focusing on what matters most.
Outside of work, Aaron enjoys golfing with his wife Chelsey, and riding his motorcycle throughout British Columbia.