Verecan Capital Management Inc.

RIASEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$526K
Accounts
2,826
Employees
39
Advisory reps
6

Firm details

Headquarters
Halifax,
CRD number
336801
Registered since
August 4, 2025
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses51.71%
  • Individuals33.97%
  • HNWI14.28%
  • Charitable Organizations0.04%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Verecan Capital Management Inc. is a corporate investment adviser that serves both individual/family clients and institutional investors. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals and small businesses as well as for pooled investment vehicles. It identifies as an “other” fund provider rather than a capital allocator, and it does not market itself as an ESG-focused adviser, a multi-state adviser, or a pension consultant. Ownership is listed as a combination of a foreign entity and an individual. The firm is registered with the SEC (registration year listed as 2025).

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 85%, Cash & Cash Equivalents 14%, Exchange Traded Equities 1%85%
  • Private Funds85%
  • Cash & Cash Equivalents14%
  • Exchange Traded Equities1%

Owners & executives

3 of 3
  • Shawna Young

    Chief Compliance OfficerCRD 8108432

  • Lester White

    CEO and PresidentCRD 8108415

  • Emily Dunn

    Chief Operating OfficerCRD 8237712

Contacts

3 of 3
  • Daniel LeBlanc

    Portfolio ManagerCRD 8113852

  • Steven Sparrow

    Senior Vice PresidentCRD 8113841

  • Joshua Sheluk

    Portfolio ManagerCRD 8113850

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Halifax, null

Location

Halifax, null

Headquartered in Halifax, null.

Address
105 1701 Hollis St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth