How a group of misfits is changing the financial industry in Canada - Toronto - Canada's Podcast

How a group of misfits is changing the financial industry in Canada - Toronto - Canada's Podcast

Colin White has been committed to transforming the financial services industry since 1992. A graduate of St. Mary’s University with a Bachelor of Commerce in Accounting, Colin holds the designations of Chartered Professional Accountant®️️️ (CPA), Certified Financial Planner®️️️ (CFP®️️️), and Chartered Investment Manager®️️️ (CIM®️️️).

Colin’s entrepreneurial journey took off in 2014, and over the past decade, he and his co-founder have grown their business from a team of three with less than $50 million in assets under management to 45 employees and just under $1 billion in assets under management.

As the co-founder of Verecan, along with Daniel LeBlanc, Colin has helped build a company designed to eliminate the conflicts of interest that are prevalent in the financial services industry. Although a newer firm, Verecan is rapidly gaining a reputation for its honesty, authenticity, and client-centric approach, setting a new standard for financial advice.

Colin and the integrity-driven team at Verecan combine extensive credentials, experience, and perspective to help clients achieve their financial goals.

Josh Sheluk, CFA, CFP®️️, CIM®️️, is the Chief Investment Officer at Verecan, where his approach to investment is grounded in a thoughtful understanding of the market's complexities. Believing in a strategy that values long-term growth and stability, Josh guides our investment philosophy with a focus on ethical practices and client interests first.

His insights, drawn from a deep commitment to understanding financial trends, have found their way to discussions in notable media outlets as BNN, The Wall Street Journal, The Globe & Mail, Reuters, and the Financial Post. Through these platforms, Josh contributes to the broader dialogue. Josh's role in shaping Verecan's strategies is a testament to the collective effort of our team, aiming to align financial goals with principled, informed decisions.

For those looking to understand the intricacies of investment and to explore strategies that align with their financial goals, connecting with Josh offers a gateway to informed, ethical investment decisions.

Join Our Community of Canadian Entrepreneurs!

Entrepreneurs are the driving force behind Canada’s economy, and we’re here to support them every step of the way. For exclusive insights, tips, and success stories from Canada's top business leaders, subscribe to our YouTube channel and follow us on Facebook, Instagram, LinkedIn, and Twitter.

Want to stay ahead with the latest #entrepreneur podcasts, business strategies, and news? Don’t miss out—subscribe to our bi-weekly newsletter for updates delivered straight to your inbox! Join thousands of Canadian entrepreneurs who rely on us for the resources they need to succeed.

Jaksot(985)

Investing in a franchise does reduce entrepreneurial risk but it does not guarantee success - Toronto - Canada's Entrepreneur

Investing in a franchise does reduce entrepreneurial risk but it does not guarantee success - Toronto - Canada's Entrepreneur

Stephan and Kimberley Lafreniere are growth-oriented and insight driven senior executive with a track record of success in developing and implementing strategies and tactics to drive profits in the re...

18 Elo 202535min

Helping Veterans Succeed in Business and Beyond - Ottawa - Canada's Entrepreneur

Helping Veterans Succeed in Business and Beyond - Ottawa - Canada's Entrepreneur

Joe Blanchard is a results-oriented Senior Executive. He runs VeCATS to assist Soldiers and Veterans transition into Corporate Canada with the right skills to be successful. VeCATS provides a 4 Step P...

15 Elo 202531min

Juggling careers in automotive and fashion - Calgary - Canada's Entrepreneur

Juggling careers in automotive and fashion - Calgary - Canada's Entrepreneur

Malika Rajani is Founder and Creative Director of Malika Rajani, a Leather and Outerwear store primarily online with pop-up locations. She is also the General Manager of High River Toyota, a family-op...

13 Elo 202517min

How 2% Realty Disrupted Canada’s Market - Calgary - Canada's Entrepreneur

How 2% Realty Disrupted Canada’s Market - Calgary - Canada's Entrepreneur

Roy Almog is a Calgary‑based entrepreneur, real estate broker, and innovator. He launched his career in the telecom industry while investing in residential properties, purchasing, renovating, and rent...

11 Elo 202523min

An entrepreneur juggling two different businesses - Calgary - Canada's Entrepreneur

An entrepreneur juggling two different businesses - Calgary - Canada's Entrepreneur

Cynthia Navarette is the founder of Jacarandaeco, a slow fashion brand rooted in sustainability, ethical production, and comfort — built entirely without paid ads. With a background in environmental e...

8 Elo 202521min

From Colleagues to Co-Founders: The Bridge Medical Communications Story - Toronto - Canada's Entrepreneur

From Colleagues to Co-Founders: The Bridge Medical Communications Story - Toronto - Canada's Entrepreneur

Lorie Spence and Carolyn Pritchard founded Bridge Medical Communications. Bridge Medical Communications was built to fill the patient and healthcare provider gap in the healthcare system, and I believ...

6 Elo 202532min

PR Powerhouse Shares 20 Years of Wins - Calgary - Canada's Entrepreneur

PR Powerhouse Shares 20 Years of Wins - Calgary - Canada's Entrepreneur

Shauna MacDonald is a PR powerhouse. When she announced she was opening her own firm, the consistent response was "It’s about time!" Known for her unique approach and breadth of experience, Shauna pro...

4 Elo 202519min

Building a hospitality empire - Calgary - Canada's Entrepreneur

Building a hospitality empire - Calgary - Canada's Entrepreneur

Sky McLean is a Canadian entrepreneur building a hospitality empire with her company Basecamp Resorts, the fastest growing hospitality brand in Western Canada. Born and raised in Ontario, she earned a...

31 Heinä 202519min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
ostan-asuntoja-podcast
rss-rahamania
rss-sisalto-kuntoon
sijoituspodi
rahapuhetta
rss-karon-grilli
herrasmieshakkerit
rss-bisnesta-bebeja
rss-draivi
leadcast
rss-lahtijat
rss-laakispodi
rss-seuraava-potilas
rss-paasipodi
rss-yrittajan-mindset
asuntoasiaa-paivakirjat