Verecan Expands Services to Address Complex Cross-Border Wealth Needs

TORONTO--(BUSINESS WIRE)--Verecan Group today announced the launch of expanded capabilities to serve clients whose financial lives extend across borders. Through Verecan Capital Management Inc. (VCMI), the firm is now positioned to assist Canadian residents and U.S. based individuals with complex cross-border holdings. In addition, Verecan Asset Management (VAM) has been established to serve U.S.-based clients with U.S.-only assets.

Cross-border financial issues continue to grow in scope and complexity, often leaving individuals and families uncertain about how best to manage their wealth across two regulatory environments. Verecan’s expanded platform is designed to provide clients with clarity, confidence, and comprehensive solutions without forcing them to choose between Canadian- or U.S.-centric advice.

“We’ve long recognized that clients with cross-border assets face a unique set of challenges. Rather than leaving them to navigate conflicting systems on their own, we made the decision to expand our capabilities to provide clear, conflict-free guidance for both cross-border clients and U.S.-based individuals,” said Colin White, CEO, Verecan Group.

“Securing approval with U.S. regulators, both as a firm and as individual portfolio managers, was an important step in ensuring we can properly serve these clients. Our structure allows us to deliver solutions that are fully aligned with their needs, while maintaining the high standards clients have come to expect from Verecan,” said Devin Cattelan, Portfolio Manager, Verecan Group.

By establishing VCMI and VAM, Verecan reaffirms its commitment to independence and integrity while addressing the realities of today’s cross-border wealth landscape. The firm emphasizes that this initiative is not a departure from its Canadian roots, but rather an extension of its ability to meet clients where they are and anticipate their future needs.

For more information on Verecan’s cross-border and US solutions, visit www.verecan.com/cross-border-solutions or www.verecanam.com.

About Verecan Group of Companies

Verecan is an independent financial services firm that believes wealth management should be clear, conflict-free, and built around what matters most to clients. Verecan challenges the conventions of the financial industry by combining disciplined investment management with straightforward advice. Through Verecan Capital Management Inc. and Verecan Asset Management, the firm helps Canadians, U.S. residents, and those with cross-border financial lives cut through complexity and make confident decisions about their money. Verecan Capital Management Inc. is a Registered Portfolio Manager in Canada and a Registered Investment Advisor in the U.S. Verecan Asset Management is a Registered Investment Advisor in the U.S. For more details, visit Verecan.com.