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

EPISODE · Mar 28, 2025 · 43 MIN

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

from Canada’s Entrepreneur · host Canada’s Entrepreneur

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.

Episode metadata supplied by the publisher feed · Published Mar 28, 2025

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

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