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.

Episoder(986)

Belting out the tunes the Frank Sinatra way - Calgary - Canada's Podcast

Belting out the tunes the Frank Sinatra way - Calgary - Canada's Podcast

Paul Michael Stoia (https://www.paulmichaelstoia.com/home) made his US debuts in the fall of 2024 at the legendary Catalina Jazz Club in Hollywood, with the orchestra led by Grammy Award Winner Quinn ...

21 Mar 202525min

Living Life at a Ten - Toronto - Canada's Podcast

Living Life at a Ten - Toronto - Canada's Podcast

Kristen Gale is the spirited force and founder behind THE TEN SPOT®️ beauty bars' rise from a singular Toronto location to an acclaimed international franchise with over 40 bustling bars across Canada...

19 Mar 202529min

Understanding the greatest human need and key to engagement - Edmonton - Canada's Podcast

Understanding the greatest human need and key to engagement - Edmonton - Canada's Podcast

Maria deBruijn is a leadership expert, facilitator, and CEO with over two decades of experience helping organizations cultivate engaged and high-performing teams. deBruijn holds a Master’s degree in C...

17 Mar 202518min

With focus, innovation and good execution it’s possible to bootstrap a highly successful business - Ottawa - Canada's Podcast

With focus, innovation and good execution it’s possible to bootstrap a highly successful business - Ottawa - Canada's Podcast

Tim Hewson is a successful business leader with experience in telecommunications, e-commerce, business management, and more. Since graduating from the Loughborough University of Technology in the UK w...

14 Mar 202532min

Building a 50-year legacy in Winnipeg - Winnipeg - Canada's Podcast

Building a 50-year legacy in Winnipeg - Winnipeg - Canada's Podcast

Sandy Shindleman, Founder and Chairman of Shindico, is an advisor and asset manager for several Canadian Pension Funds and family offices. Shindico's head office is a sustainable, energy efficient env...

12 Mar 202517min

Entrepreneurs are the lifeblood of our economy - Toronto - Canada's Podcast

Entrepreneurs are the lifeblood of our economy - Toronto - Canada's Podcast

Cato Pastoll is an entrepreneurial success in Fintech. He has spent the last 14 years building Lending Loop Financial. Cato is the co-founder and CEO of Loop where he has been building financial produ...

10 Mar 202526min

On a mission to make the world a healthier place, one sip at a time - Calgary - Canada's Podcast

On a mission to make the world a healthier place, one sip at a time - Calgary - Canada's Podcast

Mitch Jacobsen is a former engineer turned beverage entrepreneur. He is the receptionist, the janitor, and sometimes the CEO at Rviita [pronounced Ree – Vai – Tuh and short for ‘revitalize’] Energy Te...

5 Mar 202521min

A lifelong passion for entrepreneurship - Edmonton - Canada's Podcast

A lifelong passion for entrepreneurship - Edmonton - Canada's Podcast

Chris Micetich is a serial entrepreneur and investor who is a Founder of seven companies across three industries. Experienced Chief Executive Officer with a proven track record of success including cl...

26 Feb 202518min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
pengepodden-2
finansredaksjonen
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
utbytte
morgenkaffen-med-finansavisen
lederpodden
rss-markedspuls-2
pengesnakk
rss-pa-konto
rss-fa-makro
liberal-halvtime
boligbobla
rss-investering-gjort-enkelt