It’s been a busy time for the team at Verecan Capital Management Inc. 

We’ve been on the road to tell the Verecan story and talk about the market. We’ve done some trading in the Verecan Global Equity Fund, created quarterly market updates, and put out new Portfolio Manager’s Notes for both the Verecan Global Equity Fund and the Majestic Select Partners Global Income Fund. We’ve also launched an App in both iOS and Android formats so you can access your accounts more easily via your mobile device. Oh! And  we’ve got an important announcement to make! 

Scroll down to access all this information…and our latest podcast episode…and videos…and details of upcoming events!

Verecan Group is Growing!

We’re excited to announce that the Verecan Group of Companies is growing! To better serve your financial needs, we’ve added a Mortgage Services company to our roster. This new addition is aimed at providing you with comprehensive support, the best advice in mortgage decisions, and fully brokered solutions to make sure you get the right product for your needs.

We made the decision to launch the new company because we were seeing more and more clients facing the impact of what we’re going to refer to as “sub-optimal” advice and products as it pertained to their mortgage choices. The decisions made around a long-term financial commitment, one that comes with even longer-term financial ramifications, should be supported by unbiased advice, and is best viewed from a lens that encompasses your entire financial picture.

If you’re exploring mortgage options, or have a mortgage problem that needs solving, our Mortgage Services team is here to help. For more information or to connect with a specialist, please feel free to contact any member of our team.

Insurance needs and tax preparation services continue to be offered through Verecan Wealth, if you have any questions about these services, please reach out and we can direct you to the appropriate member of the Verecan Wealth Team.

The Verecan Story

Our Latest Quarterly Update

Our Latest Podcast Episode

Download Our App!

Once you’ve set up access to your client portal, you can download and sign into the app. This will make access the client portal much easier for those of you who prefer to use mobile devices! Let us know if you have any questions. 

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.

Trade Updates

*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.

 

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.

 

*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.

 

Disclosure Updates

We’ve updated our Relationship Disclosure document to explain the relationship between the various Verecan Group companies. Feel free to take a look and also download it for your files, it’s available here.

Upcoming Events!

It’s the *most* wonderful time of the year! We are extremely excited about our upcoming Annual Toy Drives with our partners and friends in Nelson (Nov 26th) and Powell River (Dec 3rd), BC!

We’re also happy that our Dartmouth, NS office is participating as a drop-off spot for the 24th Annual Carsrus Toy Drive (drop off before Dec 8th)! Check the included images for details and how to participate in each location, or ask anyone on the team how you can take part!