Josh Sheluk, CFA, CFP®, CIM®

Josh joined the team 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 nationwide, 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 Com

Colin White, CPA, CMA, CFP®, CIM®

Colin has worked in the financial services industry since 1992. Colin is a graduate of St. Mary’s University with a Bachelor of Commerce degree, majoring in accounting. He is also a Certified Management Accountant (CMA) (CPA) and Certified Financial Planner® Professional. As part of his commitment to you, he makes it a priority to attend national conferences on topics of investments, insurance*, and financial planning.

Colin’s years of experience give him the knowledge and ability to help people truly understand their circumstances and make informed decisions. The one thing do-it-yourselfers find difficult to do well is to achieve the perspective required to make sound decisions. He can offer the perspective to help you accomplish your financial goals.

Daniel LeBlanc, CFP ®, CIM ®

Dan has worked in the financial services industry since 1995, focusing on investment and financial planning since 2000. Dan graduated from Université Sainte-Anne with a Bachelor in Business Administration in 1994, obtained the Certified Financial Planner® Professional designation in 2002 and the Chartered Investment Manager (CIM®) designation in 2015.

Dan’s education and work experience, and expertise in T1 tax preparation* and planning, makes him uniquely qualified to provide unbiased financial advice to individuals and families who are particularly concerned about saving for the future, minimizing taxation and protecting their family from critical financial events.

*Tax Preparation Services are provided through White LeBlanc Wealth Inc., A Verecan company.

Darren Ciarniello

After many years working for Powell River’s paper mill, Darren Ciarniello moved on to a career in the financial services industry. He is currently a Wealth Administrator working to obtain the relevant training and certifications and is interested in becoming a wealth advisor in the future. Darren is particularly inspired to help guide members of his community in finding a financial path that aligns with their unique life stage and personal goals so that they may enjoy their lives to their full potential without financial stress.

Beyond his professional aspirations, Darren volunteers many of his evenings and weekends with Powell River Minor Hockey as a coach and works directly with U15 goalies to develop both physical skills and healthy mindset strategies to enhance their game. Darren is also an avid fisherman and family man, spending much of his recreational hours on his boat and exploring the coastline with his wife Erinn and son Ryder. 

Darren’s commitment to his education, family, and community is aligned with his motivation to help others achieve financial freedom.  

Taylor Lance, B.A.

Born and raised in Powell River, British Columbia, Taylor began working in the financial services industry as an investment advisor shortly after finishing his degree at the University of Victoria. Most of his time is spent on the creation, maintenance, and rebalancing of client accounts and portfolios. He enjoys working with clients to help position their investments to meet their financial goals.

Taylor spends his free time competing on the basketball and volleyball court. He also participates in archery and boxing in the off season.

Sadie Perlstrom

Sadie has been serving our clients in Nelson since 2007. In 2016 she embarked on a new role within our team and has continued to expand her responsibilities. Her problem-solving abilities are second to none, and she has proved to be an invaluable part of our team’s success. Today, Sadie is responsible for company-wide operations as well as day-to-day management and professional development of the administrative team across Canada.

Sadie was born and raised in Nelson, BC and is a proud supporter of the community, serving as a member of the local Rotary Club and the Kootenay Swim Club. Sadie is a loving mother to Sawyer and Grayson, who are also growing up to appreciate Nelson and enjoy an active Kootenay lifestyle.  

Shawna Young

Shawna’s extensive background in the financial services industry began in 1997 after becoming licensed with IIROC and starting her career at Beacon Securities Ltd. Throughout her career, Shawna has held senior positions with multiple organizations in the financial services industry, including DundeeWealth, Hollis Wealth and Assante Wealth Management. 

Shawna has a reputation for achieving results with an emphasis on team development and relationships. She has a proven track record of leadership, managing corporate risk, building employee engagement, and implementing & leading the success of major corporate initiatives.

Shawna sat on IIROC’s NS District Council for eight years and served as Chairperson representing Nova Scotia on IIROC’s National Advisory Committee for 2 years.

Fun fact about Shawna that you might not know — she’s a huge Walt Disney World fan. She loves WDW for the attention to detail – from taking care of guests to honouring the past with little touches all around the parks to the completely immersive experience of being there. One of her favourite quotes is by Walt Disney, “It’s kind of fun to do the impossible” — we think that’s fitting based on her track record of getting results!

Not sure what to do next? Fill out this form to have someone follow up about your needs.

    Powell River, British Columbia

    4510A Joyce Avenue
    Powell River, BC V8A 3A9

    Tel: 604-485-6160

    TF: 1-800-905-7293