The Team
Who We Are
Alfred J. Le Blanc, RIS
FINANCIAL AND LIFE INSURANCE ADVISOR
519-650-4723
Alfred began his career in the insurance business with Metropolitan Life in 1973. In 1983 he
achieved the 'Million Dollar Round Table’ award. He obtained his Mutual Funds License in 1987.
In 1992 Alfred expanded his services to include mutual funds sales. In 2021, Alfred completed his Exchange Traded Funds Course. Additionally in 2022, he completed the Liquid Alternatives Investments Socially Responsible Investments (SRI) Courses.
Along with continuing educational standards, Alfred is currently pursuing his Elder Planning
Counselor.
Alfred is a long time resident of Waterloo Region and lives with his wife. Together they have
three adult children along with five grandchildren.
Craig M. Le Blanc, RIS
ASSOCIATE ADVISOR
Craig presently is an Associate Advisor to Alfred, where he assists on the advisor side of the office being an additional contact to Alfred’s clients.
He oversees the management of all aspects in the office such as; processing, systemizing, technical and administrative support.
In 2006, Craig completed his Ontario Management Development Program Certificate through Conestoga College. Later on in 2014 Craig completed his Mutual Fund course to become a Licensed Assistant and subsequent Associate Advisor. In 2021, he completed the Exchange Traded Funds Course. Additionally in 2022 he also completed both the Liquid Alternative Investments and Socially Responsible Investments (SRI) Courses. With SRI course he is now a Responsible Investment Specialist. Craig is currently pursuing his Life Insurance License.
Along with his wife Robin and two daughters, they are long-term residents of Waterloo Region. Their family enjoys spending time with their mini schnauzer and paint horse.
519-650-4723
Tiago Cordeiro
ADMINISTRATIVE ASSISTANT
519-650-4723
Tiago is the Administrative Assistant to Craig and Alfred.
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He handles the clerical tasks in the office, thereby helping the rest of the team to work smoothly and efficiently.
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Tiago graduated from York University in 2018, majoring in Economics. He has completed his life insurance, mutual fund and Exchange Traded Funds courses.
Doris Le Blanc
TEAM CONSULTANT
Doris is a consultant to the team in adminstrative funtions.
Doris was an Executive Assistant to the President of Economical Insurance at the beginning of her career. Worked alongside Alfred in his early Life Insurance career and became full-time Executive Assistant in 1973.
Along with her husband Alfred, they both enjoy sailing and traveling together.
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She enjoys spending time with her family, especially enjoying the grandchildren.