Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.
CIM®, FCSI®, MBA
Senior Portfolio Manager
Marc is the Senior Portfolio Manager for LeBlanc Family Wealth. With over 30 years of experience in the industry, he is a Chartered Investment Manager (CIM®), a fellow of the Canadian Securities Institute (FCSI®) and holds a Master of Business Administration from Queen’s University Smith School of Business. He is also licensed in both options trading and insurance.
Marc is fluent in English and French. He currently sits on the board of directors for the Providence Care Hospital.
Marc is currently working his way up as sous-chef in his ‘own’ kitchen, never ceases to be mesmerized with the St. Lawrence River, and is a private butler to his black lab, Steve.
Senior Associate Wealth Advisor
Lisa is the Senior Associate Wealth Advisor for LeBlanc Family Wealth. With over 25 years of experience in the industry, she is a Chartered Investment Manager (CIM®) and a CERTIFIED FINANCIAL PLANNER (CFP®) professional. She is also licensed in insurance.
Lisa’s professional focus lies in financial, estate and risk planning and implements this task as lead planner for the team. Working with clients to achieve their dreams and helping them through all the bumps in life is her personal mission statement.
In Lisa’s personal time, you will often see her out walking with her family, friends, and her dog, Maple. Of course, any opportunities to travel, learn a new craft, support local charities, or prepare and eat a meal with family and friends are always welcome!
Associate Investment Advisor
Annie is the Associate Investment Advisor for LeBlanc Family Wealth. She attended Queen’s University where she received her Bachelor of Commerce with honours from Smith School of Business. She is a Chartered Financial Analyst (CFA®).
Prior to joining the team, Annie worked as an equity analyst following her graduation in 2019. In this role, she gained valuable experience conducting in-depth fundamental analysis on companies, industries, and markets to identify attractive investment opportunities.
In her personal time, Annie enjoys food and travel.
CIM®, PFP®
Associate Investment Advisor
Niko is the Associate Investment Advisor for LeBlanc Family Wealth. He attended Queen’s University where he received his Bachelor of Commerce with honours from Smith School of Business. He is a Personal Financial Planner (PFP®), a Chartered Investment Manager (CIM®) and currently, a Certified Financial Planner candidate. He is also licensed in insurance.
With a strong background in accounting, Niko began his career in financial services in 2015, following his graduation. Despite initially being drawn to the analytical side of finance, Niko soon realized that he was increasingly interested in the opportunity to work more proactively with clients, leading him to shift his career focus towards financial planning.
Outside the office, Niko enjoys an active lifestyle that includes exercising and playing soccer and golf. He also enjoys spending quality time with his family, friends, and dog, Letty.
MBA
Investment Associate
Sarah is the office manager of LeBlanc Family Wealth. She graduated with a Master of Business Administration from Queen’s University Smith School of Business. She is also licensed in insurance.
Sarah’s experience is diverse and includes retail management, advertising, academia, and financial services. The common thread in her career is her dedication to providing the best possible experience for clients by developing solid and trusting relationships with them and always considering what is in their best interests. This is her passion and is central to her and the team’s success.
In her spare time, Sarah enjoys spending weekends at the cottage with her family, travelling, and attending concerts.
