Verecan Asset Management Inc.
Firm details
- Headquarters
- Halifax Nova Scotia,
- CRD number
- 337563
- Registered since
- August 26, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Verecan Asset Management Inc. is an independent registered investment adviser organized as a corporation that serves individual and family clients. The firm provides financial planning and portfolio management services targeted at individuals and small businesses and charges advisory fees as a percentage of assets under management. Its ownership is reported as a combination of a foreign entity and an individual. Verecan does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator. The firm is SEC-registered (registration year listed as 2025) and operates as a standalone RIA rather than as part of a related-adviser network. Advisory activity is focused on direct client portfolios rather than institutional pension consulting or outsourced manager allocation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2Lester White
CEO and PresidentCRD 8108415
Shawna Young
Chief Compliance OfficerCRD 8108432
Contacts
1 of 1Daniel LeBlanc
Portfolio ManagerCRD 8113852
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Halifax Nova Scotia, null
Location
Halifax Nova Scotia, null
Headquartered in Halifax Nova Scotia, null.
- Address
- 1701 Hollis St
- Office locations
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