Leblanc Wealth Management
We can help you clearly define your goals and design a personalized plan to help you achieve them. Everything we do is centered around you. Our approach is holistic and begins with the end in mind. By ensuring there is always clarity on the relationship between your financial choices and your long term goals, we help you stay on track even during the most difficult and uncertain times.
"The most important quality for an investor is temperament, not intellect" - Warren Buffett
You should feel confident that your plan can withstand whatever comes its way so you don't fall victim to some of the most common, emotionally driven pitfalls during sharp market declines and periods of increased uncertainty.
We help create a tailored plan to help fortify our clients' financial lives so you can feel confident even during exceptionally volatile times.
At Leblanc Wealth Management, we are extensively experienced professionals with a proven track record of helping clients effectively navigate the financial marketplace without any bank imposed proprietary restrictions on investment products. We offer our clients unrestricted access to products from all Canadian financial institutions along with custom tailored portfolios of individual securities ensuring your interests and preferences are always prioritized. Depending on your knowledge, experience, stage of life and portfolio size, we use an objective approach and a wide range of industry leading products to meticulously design and manage a high quality, low cost portfolio, enhancing outcomes for our clients during good times and effectively manage downside risk during times of notable market volatility.
Our practice is built on trust and transparency. The products we offer have been stripped of any trailing commission traditionally paid to advisors by fund companies in a more mainstream model. We are a fee-for-service practice removing the conflict of interest often present in product recommendation as our compensation is not subject to change according to the companies who manage any of the products we recommend. This also provides our clients with unlimited access to a dedicated industry leading professional at no additional cost no matter the level of involvement so you can feel supported as you navigate through various changes through out your lifetime.
We Want To Be A Part Of Your Journey
Interested in a complimentary second opinion?
(Minimum of $500,000 in combined investable household assets)
