Colin has worked in the financial services industry since 1992. Colin is a graduate of St. Mary’s University with a Bachelor of Commerce degree, majoring in accounting. He is also a Certified Management Accountant (CMA) (CPA) and Certified Financial Planner® Professional. As part of his commitment to you, he makes it a priority to attend national conferences on topics of investments, insurance*, and financial planning.

Colin’s years of experience give him the knowledge and ability to help people truly understand their circumstances and make informed decisions. The one thing do-it-yourselfers find difficult to do well is to achieve the perspective required to make sound decisions. He can offer the perspective to help you accomplish your financial goals.

Dan has worked in the financial services industry since 1995, focusing on investment and financial planning since 2000. Dan graduated from Université Sainte-Anne with a Bachelor in Business Administration in 1994, obtained the Certified Financial Planner® Professional designation in 2002 and the Chartered Investment Manager (CIM®) designation in 2015.

Dan’s education and work experience, and expertise in T1 tax preparation* and planning, makes him uniquely qualified to provide unbiased financial advice to individuals and families who are particularly concerned about saving for the future, minimizing taxation and protecting their family from critical financial events.

*Tax Preparation Services are provided through White LeBlanc Wealth Inc., A Verecan company.

A graduate of Saint Mary’s University with a Master’s in Business Administration, Matthew Kempton solidified his commitment to the financial services industry by going on to achieve a Chartered Financial Analyst designation. With nearly 15 years of experience in the financial sector, Matt has dedicated more than 11 years to the intricacies of wealth management. His passion lies in providing individuals and families with tailored financial guidance to help them achieve their unique goals. 

Beyond his professional endeavors, Matt is an active member of the Dartmouth Rotary Club and serves as a board member at the Greater Burnside Business Association. These roles reflect his dedication to community engagement and his contribution to local growth and development. 

In their precious spare time, Matt enjoys embarking on adventures with his wife, Michele, and their young son, Dean. These family explorations not only create lasting memories but also underscore the importance of balancing life and finances. 

Matt’s commitment to education, wealth of experience in financial services, and active role in his community underscore his drive to foster growth and help others achieve financial success. 

Maria completed her Business Administration degree at Bishop’s University and received her Master of Finance from Saint Mary’s University. She is a CFA charter holder with over six years of experience in the financial markets through various roles. Her experience includes being a sales associate at a wealth management firm in Toronto, a credit analyst for a bank, and an equity analyst for a family office located in Halifax. She is passionate about helping clients achieve their financial goals and loves getting to know clients on a personal level.

In her spare time, Maria enjoys playing soccer, going for runs and reading. She loves spending time with her family (especially her nieces and nephews) and enjoys dinners with friends.

Diana is a graduate of Acadia University, where she obtained a bachelor’s degree in Community Development and a minor in Business. She has a passion for working with the public and a keen interest in finance. Her work experience over the past seven years includes fundraising for non-profit organizations, training new employees in retail banking, providing exceptional customer service for a financial institution, and working as an operations analyst at a hedge fund company. 

She is dedicated to assisting clients with their requests and is always happy to help her colleagues.

When she’s not at work, you will find her with her dog, Peyton, but she also enjoys spending quality time with her friends and family!

A St. Mary’s University alum, Colin received a degree in Commerce, majoring in accounting.  He spent five years working with CIBC and Scotiabank in Halifax as a Financial Advisor before joining our team in June 2022. Colin’s commitment to the industry has resulted in him achieving the title of Associate Portfolio Manager.

The client’s best interest is at the forefront of everything he does —  he truly enjoys getting to know clients on a deeper, personal level, so he can better understand and fully appreciate their unique individual financial goals and ambitions. 

When he’s not at the office, you might find him on the golf course, at the beach, travelling, or enjoying a nice meal with friends & family.

Richard is a key member of the investment team. His main areas of emphasis are conducting company research on prospective investments, providing insights into industry and economic conditions and evaluating and monitoring funds we invest in.

On the practice’s wealth and retirement planning side, Richard focuses on working with business owners and professionals. Over a 35-year career, he has worked in many fields, including taxation, business banking, accounting and business brokerage. He has also been involved in several business start-ups and has helped many owners with the successful sale of their businesses. This background and experience have given him a lot of insight into the unique challenges and needs of business owners, and he endeavours to take a holistic and individualized approach to clients’ situations.

Finally, Richard is our in-house tax planning professional and can help with all your tax planning needs.

Shawna’s extensive background in the financial services industry began in 1997 after becoming licensed with IIROC and starting her career at Beacon Securities Ltd. Throughout her career, Shawna has held senior positions with multiple organizations in the financial services industry, including DundeeWealth, Hollis Wealth and Assante Wealth Management. 

Shawna has a reputation for achieving results with an emphasis on team development and relationships. She has a proven track record of leadership, managing corporate risk, building employee engagement, and implementing & leading the success of major corporate initiatives.

Shawna sat on IIROC’s NS District Council for eight years and served as Chairperson representing Nova Scotia on IIROC’s National Advisory Committee for 2 years.

Fun fact about Shawna that you might not know — she’s a huge Walt Disney World fan. She loves WDW for the attention to detail – from taking care of guests to honouring the past with little touches all around the parks to the completely immersive experience of being there. One of her favourite quotes is by Walt Disney, “It’s kind of fun to do the impossible” — we think that’s fitting based on her track record of getting results!

Kathryn is a marketing and communications professional with extensive financial services experience. She has completed the CSC, CPH, Insurance Licensing, Fundamentals of Derivatives, and Options Licensing courses. Although she enjoyed that side of the business, she made the leap to marketing in 2008.

With both agency and client-side experience to bolster her first-hand knowledge of our industry, she uses her skills and education in both arenas to share compelling stories, create meaningful & informative content to serve our clients and the general public, and accurately and engagingly communicate Verecan’s personality.

Sadie has been serving our clients in Nelson since 2007. In 2016 she embarked on a new role within our team and has continued to expand her responsibilities. Her problem-solving abilities are second to none, and she has proved to be an invaluable part of our team’s success. Today, Sadie is responsible for company-wide operations as well as day-to-day management and professional development of the administrative team across Canada.

Sadie was born and raised in Nelson, BC and is a proud supporter of the community, serving as a member of the local Rotary Club and the Kootenay Swim Club. Sadie is a loving mother to Sawyer and Grayson, who are also growing up to appreciate Nelson and enjoy an active Kootenay lifestyle.