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Join hosts Andrew Auerbach and Jean Blacklock as they explore the future of Canadian wealth management.
28: Setting a New Standard in Canadian Wealth Management with Colin White
Beyond The Bank
48 minutes
12 months ago
28: Setting a New Standard in Canadian Wealth Management with Colin White
In this episode of Beyond the Bank, Andrew Auerbach sits down with Colin White, co-founder of Verecan, a pioneering firm reshaping the Canadian financial services landscape. Colin shares his journey from his early days as an accountant and life insurance agent to founding Verecan—a firm designed to eliminate conflicts of interest and set a new benchmark for client-centric financial advice.
The conversation dives into the challenges of breaking away from traditional corporate structures, the lessons learned from Colin's time in larger institutions, and the complexities of building an independent firm. Colin and Andrew explore the importance of fiduciary duty, the trade-offs between corporate comfort and independence, and the necessity of fostering trust in a highly concentrated market. This episode is a compelling look at how innovation, authenticity, and a relentless focus on clients can drive meaningful change in an entrenched industry.
Beyond The Bank
Join hosts Andrew Auerbach and Jean Blacklock as they explore the future of Canadian wealth management.