Verecan Capital Management Inc.
Firm details
- Headquarters
- Halifax,
- CRD number
- 336801
- Registered since
- August 4, 2025
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals89.02%
- HNWI10.98%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Verecan Capital Management Inc. is a boutique advisory firm that focuses on discretionary portfolio management for both individuals and pooled investment vehicles. The firm charges a percentage-of-assets fee and serves a mix of individual and family clients alongside institutional investors. Verecan is registered with the SEC (registration noted in 2025) and classifies itself as an “other” investment adviser rather than a traditional wealth manager or pensions consultant. Investment activity centers on concentrated use of private funds as a primary allocation vehicle, while public-market exposure appears secondary to its pooled-product strategy. The firm does not position itself as an active ESG investor and is not structured as a multi-state adviser. Ownership is split between foreign-entity and individual stakeholders, which aligns with its use of a Canadian custodian for the bulk of assets. Verecan’s advisory scope explicitly includes portfolio management for individuals and small businesses as well as portfolio management for pooled investment vehicles, reflecting a dual focus on direct client portfolios and fund-sponsored products.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Private Funds85%
- Cash & Cash Equivalents14%
- Exchange Traded Equities1%
Owners & executives
3 of 3Emily Dunn
Chief Operating OfficerCRD 8237712
Lester White
CEO and PresidentCRD 8108415
Shawna Young
Chief Compliance OfficerCRD 8108432
Contacts
3 of 3Steven Sparrow
Senior Vice PresidentCRD 8113841
Joshua Sheluk
Portfolio ManagerCRD 8113850
Daniel LeBlanc
Portfolio ManagerCRD 8113852
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Halifax, null
Location
Halifax, null
Headquartered in Halifax, null.
- Address
- 105 1701 Hollis St
- Office locations
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