Josh joined White LeBlanc Wealth Planners in 2018 as a Portfolio Manager, after spending six years at iA Private Wealth’s head office as a part of the team managing the firm’s fee-based investment platforms. Having interacted with hundreds of investment advisors across the country in his past role, Josh has had the unique opportunity to identify the traits that make a financial service practice successful. Drawing on this experience, Josh believes in a disciplined approach to investment management, supported by a rigorous client discovery process and regular client interaction.

Josh graduated from the University of Guelph in 2012 with a Bachelor of Commerce degree, majoring in Economics & Finance. He has since attained his Chartered Financial Analyst and Chartered Investment Manager designations. He makes use of his education and academic mindset, combined with his passion for everything investing and financial markets, as a member of our Portfolio Management Committee.

Devin is a Portfolio Manager and Financial Planner with White LeBlanc Wealth Planners/iA Private Wealth. He works with families to help them understand their motivations, build a personalized plan, and implement strategies that will help them realize their financial objectives. As an independent advisor, Devin provides unbiased advice in the areas of retirement, tax and estate planning as well as investment and portfolio strategy.

Prior to working in the industry, Devin studied at Bishop’s University where he earned a degree in mathematics and business. He has since obtained the CFA® (Chartered Financial Analyst) and CFP® (Certified Financial Planner) designations. In 2018 Devin was named a ‘Young Gun’ by Wealth Professional Canada – an award given to 20 advisors under 35 who are poised to lead Canada’s wealth management industry into the future. In his spare time Devin enjoys playing hockey, trying new foods, exploring new countries, and volunteering as a mentor for the Big Brother Big Sister of Toronto charity.