Verecan Capital Management Inc.

RIASEC RegisteredEst. 2025
Total AUM
$693M
Discretionary
$693M
100% of AUM
Avg account
$118K
Accounts
5,885
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
  • Individuals89.02%
  • HNWI10.98%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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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

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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
  • Emily Dunn

    Chief Operating OfficerCRD 8237712

  • Lester White

    CEO and PresidentCRD 8108415

  • Shawna Young

    Chief Compliance OfficerCRD 8108432

Contacts

3 of 3
  • Steven Sparrow

    Senior Vice PresidentCRD 8113841

  • Joshua Sheluk

    Portfolio ManagerCRD 8113850

  • Daniel LeBlanc

    Portfolio ManagerCRD 8113852

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth