Home
Categories
EXPLORE
True Crime
Comedy
Society & Culture
Business
Sports
Health & Fitness
Technology
About Us
Contact Us
Copyright
© 2024 PodJoint
00:00 / 00:00
Podjoint Logo
US
Sign in

or

Don't have an account?
Sign up
Forgot password
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/d2/55/e4/d255e4d0-195d-8eb1-0f04-79ec6718af08/mza_2129328394409626708.jpg/600x600bb.jpg
Barenaked Money
Verecan Capital Management Inc.
31 episodes
1 week ago
Slip into something more comfortable and delve into personal finance with Josh Sheluk and Colin White, experienced portfolio managers at Verecan Capital Management. Each episode demystifies complex financial topics, stripping them to their bare essentials. From investment strategies and financial planning to economic headlines and philanthropic giving, delivered with a blend of insight, transparency, and a touch of humour. Perfect for anyone looking to understand and navigate their financial future with confidence. Subscribe now to stay informed, empowered, and entertained. Verecan Capital Management Inc. is registered as a Portfolio Manager in all provinces in Canada except Manitoba.
Show more...
Investing
Education,
Business,
Self-Improvement
RSS
All content for Barenaked Money is the property of Verecan Capital Management Inc. and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Slip into something more comfortable and delve into personal finance with Josh Sheluk and Colin White, experienced portfolio managers at Verecan Capital Management. Each episode demystifies complex financial topics, stripping them to their bare essentials. From investment strategies and financial planning to economic headlines and philanthropic giving, delivered with a blend of insight, transparency, and a touch of humour. Perfect for anyone looking to understand and navigate their financial future with confidence. Subscribe now to stay informed, empowered, and entertained. Verecan Capital Management Inc. is registered as a Portfolio Manager in all provinces in Canada except Manitoba.
Show more...
Investing
Education,
Business,
Self-Improvement
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/d2/55/e4/d255e4d0-195d-8eb1-0f04-79ec6718af08/mza_2129328394409626708.jpg/600x600bb.jpg
125: Breaking the Mold: A Smarter Approach to Wealth Advising
Barenaked Money
34 minutes
8 months ago
125: Breaking the Mold: A Smarter Approach to Wealth Advising

The accounting industry has long been defined by billable hours, burnout, and outdated business models. But what if there was a better way? In this episode of Barenaked Money, Colin White sits down with Chris Brien, partner at Pinnacle Accountants & Advisors, to talk about how his firm is breaking the mold.

From ditching timesheets to embracing a client-first, subscription-based model, Chris shares insights on why the traditional accounting structure no longer serves professionals or business owners—and how firms like his are paving a new path. They discuss the talent crisis in the industry, the outdated incentives driving bad client outcomes, and why Canadian firms should look south of the border for inspiration.

Plus, Colin and Chris tackle:
✅ Why billable hours create misaligned incentives for accountants and clients
✅ How young accountants can escape the grind and find purpose in their work
✅ The importance of removing sales-driven motivations from professional services
✅ What business owners should expect from a truly valuable accounting relationship

If you’re an accountant rethinking your career, a business owner frustrated with transactional service, or just someone who loves hearing about industry shake-ups, this episode is for you.

Listen now and start questioning the status quo!


00:00 Introduction to Financial Advisor Frustrations
32:41 Concerns About Moving Accounts
32:48 Introducing Wealth Planning Solutions
32:52 Call to Action
32:53 Our Promise to Simplify

Barenaked Money
Slip into something more comfortable and delve into personal finance with Josh Sheluk and Colin White, experienced portfolio managers at Verecan Capital Management. Each episode demystifies complex financial topics, stripping them to their bare essentials. From investment strategies and financial planning to economic headlines and philanthropic giving, delivered with a blend of insight, transparency, and a touch of humour. Perfect for anyone looking to understand and navigate their financial future with confidence. Subscribe now to stay informed, empowered, and entertained. Verecan Capital Management Inc. is registered as a Portfolio Manager in all provinces in Canada except Manitoba.