CRD: 337563
Verecan Asset Management Inc.
$2.7M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
39 Employees
10 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2025
- Office Locations
- 1
Office Locations
1701 Hollis Street Suite 105 Halifax, Nova Scotia --
About Verecan Asset Management Inc.
Verecan Asset Management Inc. is a Halifax, Nova Scotia-based RIA. The firm has been operating for 1 years. Managing $2.7M in total assets under management, with 18 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$147.7K AVG AUM / ADVISOR
$265.8K AVG AUM / CLIENT
1.4 yrs AVG TENURE
39 Employees
18 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Daniel Eric LeBlanc
Chief Financial Officer, DIRECTOR, TREASURER
- CRD
- --
- Ownership
- Less than 5%
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Lester Colin White
Chief Executive Officer, DIRECTOR, President
- CRD
- --
- Ownership
- Less than 5%
Available
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,658,058 | $177,204 |
| Non-Discretionary | $0 | -- |
| Total | $2,658,058 | $177,204 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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