AdvisorCensus / Financial advisors / Verecan Asset Management Inc.
Verecan Asset Management Inc. is an SEC-registered investment advisory firm in Halifax, Nova Scotia, Canada, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.
Quick answers
From the filingHow is Verecan Asset Management Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Verecan Asset Management Inc. reports these compensation arrangements: a percentage of assets under its management.
How much does Verecan Asset Management Inc. charge?
Its Form ADV Part 2A brochure dated March 30, 2026 states: Up to $2,000,000: 1% a year; $2,000,001 to $5,000,000: 0.8% a year; Above $5,000,001: 0.6% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Verecan Asset Management Inc. located?
Verecan Asset Management Inc.'s principal office is in Halifax, Nova Scotia, Canada, according to its Form ADV; the April 2026 filing also lists 7 other offices (Schedule D, Section 1.F).
Is Verecan Asset Management Inc. registered with the SEC or a state?
Verecan Asset Management Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337563.
How much does Verecan Asset Management Inc. manage?
Verecan Asset Management Inc. reports $2,658,058 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).
What types of clients does Verecan Asset Management Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10).
Which custodians does Verecan Asset Management Inc. use?
Verecan Asset Management Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Verecan Asset Management Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337563
Does Verecan Asset Management Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 30, 2026 says: "Verecan Asset Management Inc. does not currently impose a minimum account size requirement to establish or maintain an advisory relationship."
What changed in Verecan Asset Management Inc.'s recent Form ADV filings?
In the April 2026 filing data: Added an office in Toronto. No longer lists an office in Etobicoke.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 1% |
| $2,000,001 to $5,000,000 | 0.8% |
| Above $5,000,001 | 0.6% |
The brochure's wording
Our typical advisory fee is structured as an annual, asset-based fee calculated as a percentage of assets under management (AUM). The current standard schedule is: • 1.0% on assets up to $2,000,000 • 0.8% on assets from $2,000,001 to $5,000,000 • 0.6% on assets over $5,000,001
Account minimum: None
The brochure's wording
Verecan Asset Management Inc. does not currently impose a minimum account size requirement to establish or maintain an advisory relationship.
As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$2,658,058 as of October 2026, filing dated March 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 39. Performing investment advisory functions: 18.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
7 other offices, as of the April 2026 filing
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- April 2026
- Added an office in Toronto.
- No longer lists an office in Etobicoke.
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Verecan Asset Management Inc. (CRD 337563): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/verecan-asset-management-inc-halifax-nova-scotia-337563