What’s the process for getting started?

Give us a call at 1.800.782.4471 or email help@wlwi.ca!
Or, if you prefer, you can fill out our online form and we’ll reach out to set up an appointment with one of our advisors for a free consultation. Low pressure, we promise. We understand that choosing a new financial advisor is a big decision and we also know our industry has a reputation for being a little mercenary. That’s just not our style. We want to make sure every client relationship we enter into is one based on mutual respect, because that’s how we achieve the best results for our clients.
An initial appointment can be via telephone, online, or in person at one of our offices.
In this appointment we will begin to understand your financial goals and together we can discuss whether White LeBlanc Wealth Planners are a good fit for your needs.