March 2026
The Big News
The World Feels Unsettled
We don’t know what will happen next. No one does. That’s ok.
By properly diversifying your investments, we have already allowed for the disruptions we see regularly.
While it may occasionally seem like things are worse now than they have ever been, history would argue that across the entire timeline of humankind, there have been many difficult periods.
The last few years alone, have shown us that global pandemics, inflationary spikes, interest rate spikes and numerous wars need not disrupt the global economy. The global economy has always found its way forward.
The bigger risk is not the headline. It is abandoning a disciplined plan because of it.
Your portfolio was built with this reality in mind.
Diversification, discipline, and long-term structure are not afterthoughts. They are the foundation.
We remain focused on the work. If you would like to revisit your plan or simply talk through what you are seeing, we are here.
2025 Tax Season Made Simple
Well, it’s that time of year again! RSP season? Tax Season? Tulip Season?
Check, check and *deep inhale* check. Even though there’s snow on the ground across much of the nation, Spring is in the air.
In order to make things simpler for our clients (so you can spend your time smelling flowers, not filing taxes) we offer tax preparation services exclusively to Verecan clients. The service is offered by Verecan Wealth and is part of ongoing efforts to make your financial lives as stress-free as possible.
If you’d like Verecan Wealth to handle your 2025 return, you can get started online HERE.
The team prepares personal, self-employed, investment holding company, and many estate & family trust returns. If you’re not already working with someone to handle your basic accounting needs, the folks at Verecan Wealth would be happy to help. Click HERE for a list of the services offered and applicable fees.
Prefer paper? That’s available for printing HERE.
Have a question before you begin? Just reach out and we’ll walk you through it. ClientExperience@verecan.com.
What’s Up With The Market?
THE LATEST QUARTERLY MARKET UPDATE
We like to keep things simple with these regular updates. If you have any questions about this, or would like to dig deeper, the folks on the Verecan Capital Management Inc. Investment Committee love to get nerdy with it; don’t hesitate to reach out with questions; someone will get back to you asap.
VERECAN GLOBAL EQUITY FUND TRADE UPDATE
VERECAN GLOBAL EQUITY FUND MANAGER’S NOTES
VERECAN GLOBAL INCOME FUND MANAGER’S NOTES
VERECAN IN THE WILD
There’s News and then there’s NEWS.
You’ve no doubt heard about the addition of cross-border solutions to our offering. You can read more about that update to Verecan Group’s services HERE.
Rest assured that this doesn’t mean we’re giving up our Canadian roots! After all, Verecan means “truly Canadian.” (If we haven’t told you the story of how we got our name, that’s the short version!)
What it does mean is that the team is able to provide solutions to anyone with a cross-border footprint. This is something the entire Group is proud to be able to offer and it’s a rarity in our industry.
If you or anyone you know can benefit from this service, please touch base. You can contact Devin Cattelan directly to discuss your needs or make introductions.
In addition to us hitting the news, directly, you can find lots of members of the team making headlines in the wild:
-Josh Sheluk chatted about the risks of speculative investing in Wealth Professional Magazine and the risks of using AI for financial planning in The Toronto Star.
-Diandra Camilleri spoke with the Canadian Press, sharing some advice to new investors on how to start small.
-Colin White had a great conversation with Kelsey Rolfe at The Globe and Mail about some of the challenges faced by both the estate and the beneficiaries when people attempt to exert control on what is done with their bequests from the great beyond.
–And, in a new regular feature for Kootenay Biz, Ainsley Mackie touches on the ways we learn about money and why some of those lessons might be worth unlearning.
Podcast: Barenaked Money
RECENT EPISODE
We’re looking closely at what’s in store for 2026, with predictions released in time for Lunar New Year! Of course, as always, we are using the word “predictions” with tongues firmly planted in cheeks. No crystal balls available here, and none needed.
Until Next Time
We’re here to help! Have questions or feedback on this newsletter or anything else? Drop us a line. ClientExperience@verecan.com or 1.800.782.2345
If you have friends or family with questions about their finances, feel free to forward this newsletter or connect them with us.
No one at Verecan is paid on commission. Our team doesn’t earn more if someone opens an account, invests, accepts advice on an insurance product, gets a mortgage, or follows any recommendation made. That structure matters. It means conversations can stay focused on what’s right for the person in front of us, not on a product.
It also means we’re comfortable answering questions, even if someone never becomes a client! Clear information shouldn’t come with pressure attached.
