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Dan Lebelle CFP, CIM, MFA, RWM, CHS
Certified Financial Planner
Dan joined LBM in the fall of 2015, bringing with him over 10 years of experience in the financial services industry and his expertise in the area of Retirement Income Planning. With advanced knowledge in taxation, wealth management and retirement income strategies, Dan has the skills, knowledge and expertise required to effectively and efficiently address the needs of the wealth management market. As well, Dan has a specially designed process for clients who are 5 years away from retirement, or currently in retirement, where he is able to help them plan for a successful and sustainable retirement.
Dan was born and raised in Sarnia in a Francophone family and lives here with his two young daughters, Emma and Addison.
In 2017, LBM Consulting merged with Selectpath Benefits and Financial Inc.