Welcome to the Verecan way.
Toby asked us to create this page to provide some additional information on Verecan’s approach to working with clients and how it differs from other providers of financial services. There’s a lot of information on our website, but there are some specific things he thought would be of interest and he wanted to make things as easy to find as possible.
Below, you’ll find information Toby believed you’d be interested in, along with a few additional insights that we felt might be helpful. If there’s anything else you’d like to explore, feel free to reach out to Toby or anyone on the team.
In Our Own Words
AN UNSCRIPTED CHAT WITH THE TEAM
The Big Stuff
OUR INVESTMENT PHILOSOPHY
Our Investment Philosophy is at the heart of everything we do. In this video, our Chief Investment Officer, Josh Sheluk, explains Verecan’s approach to investing and how decisions are made for Verecan funds and client portfolios.
INVESTMENT DOWNLOAD
At Verecan, we get that investing can feel complicated, but it doesn’t have to be. We’re here to give you straight answers and strategies that fit your life, not someone else’s sales goals. No hidden fees, no conflicts…just clear advice that keeps your money working hard and smart. Our focus is on helping you stay the course, navigating market ups and downs with confidence, so you can focus on what really matters: achieving your financial goals, without the noise.
The Origin Story
At Verecan, we believe that trust is earned through transparency, integrity, and an unwavering commitment to doing what’s right. In an industry often clouded by conflicts of interest, we stand apart by offering truly independent, conflict-free advice. Our clients choose us because we align our goals with theirs, focusing on their long-term success, not short-term gains or product promotions.
WHY DOES VERECAN EXIST
Here’s what makes us different and why so many Canadians trust us to guide their financial journey.
Chosen For You
A Scattering of Blog Posts, Podcast Episodes, and Videos
This website is filled with great information on our approach & philosophy, our team, and our services. We have regular podcast episodes, daily videos, and regular blog posts. We’ve chosen a few things we thought you might enjoy.
We walk through decades of geopolitical events and show that while they dominate headlines, they’ve rarely been the real drivers of long-term market outcomes. More importantly, even if they were, they’re unpredictable and change quickly, which makes reacting to them a losing strategy. Instead, our approach is to build portfolios that are resilient across a wide range of outcomes, so you don’t have to guess what happens next or constantly adjust based on the news.
This episode unpacks how conflicts of interest show up across the industry, from independent firms to private products to the research investors rely on. Using real examples, Colin & Josh walk through how these conflicts actually work, why they’re often hard to spot, and what it means for your money. It’s a straightforward look at how the system is built, and why understanding it matters more than ever.
This episode gives a pretty honest look at how we view the advice industry as a whole. We talk with Rob Carrick about where the industry has improved, where it still falls short, and why so much advice still feels product-driven instead of truly client-focused. Good advice should start with understanding someone’s life, not just managing their investments, and that transparency and alignment matter more than anything else.
Thanks for Dropping By
At Verecan, we’re committed to providing thoughtful, unbiased financial advice that helps you stay on track, no matter what life throws your way. Our approach is simple: focus on what matters and cut through the noise. If you ever have questions, Toby and the rest of the team are just a call or click away.