You're Busy. Here are the "Coles Notes".

The Verecan Group of Companies offer a variety of solutions to our clients. These include Portfolio Management, here, via Verecan Capital Management Inc., as well as services through our group of companies – things like brokered insurance productsestate and tax planningtax preparation, comprehensive financial planning for individuals and businesses, and brokered mortgage services

Every service offered by a Verecan company is delivered in a way that aligns us with our client’s goals.

For starters, no one on our team is paid on a commission basis, and our Portfolio Managers are invested in the same portfolios as our clients. We’re in it with you.  

Now that you’re here scroll down to check out the latest episode of our podcast, Barenaked Money (side note: no one actually gets naked for the Podcast), a video recording of a recent luncheon event, and some general information about who we are, what we do, our philosophy on investment management and an animated retelling of our origin story. 

If you want to know more, email or call us and we’ll be happy to meet with you at one of our offices or virtually. 

Not Your Average Financial Services Firm

In true Origin Story fashion, our founding partners always knew they were different. Rather than give in to industry pressure, they decided to go out and pressure the industry to do better for clients. Spoiler alert: that’s how Verecan came to be. 

There’s a great deal of information on Verecan Capital Management Inc. to be found at verecan.com, but we’ve included a helpful download that should provide a good overview of what we do for our clients.

Our Latest Quarterly Update

Our Latest Podcast Episode

Our Fall Seminar

We went on the road to talk about the markets and tell the Verecan Story. It is important to note that as we travelled across Canada, luggage and market conditions may have shifted during flight! This seminar was recorded in Burlington on October 10th, 2023.

Most Recent Portfolio Manager's Notes | Verecan Advised Funds

*This chart represents the fund’s holdings at date of trade, indicated at the top of this document.

This document is for information purposes only and is not intended as a recommendation, an offer, or solicitation for the purchase or sale of any securities. The information provided here is an overview for the convenience of sharing with the clients of Verecan Capital Management Inc. and is not intended to be comprehensive, so it shouldn’t be solely relied upon. Any investment in a fund is subject to risk. If you have questions or require a more detailed understanding of these risks, please discuss with your Verecan Capital Management advisor and/or consult the offering memorandum of the fund.

The content in this document offers general information about the fund, but it’s essential to note that this information may change or be adjusted to match the fund’s operating environment. The information in this document should not be considered legal, tax, investment, financial or other professional advice and should only be used in conjunction with a discussion with your Verecan advisor. This will ensure that your own circumstances have been considered properly and that action is taken on the latest available information. The information contained herein has been obtained from sources believed to be reliable at the time obtained but Verecan cannot guarantee its accuracy or completeness. Past performance does not guarantee future returns, and conclusions or opinions expressed here do not ensure future events or performance.

This information is intended for individuals residing in provinces where Verecan Capital Management Inc. is registered as a portfolio manager.

 

But Enough About Us

We’d rather hear about you. Call us. 

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