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Align Advisor Group, LLC

EST. AUM
$127,540,715

CONTACTS
2

CLIENT ACCOUNTS
472

Firm Details

Metro area Princeton
CRD Number 336638
Website alignadvisorgroup.com
Client types

Overview

Verecan is a founder-led, independent Canadian investment firm (launched 2023) offering investment management, financial planning, insurance, mortgage services, and tax preparation. Based in Halifax, Nova Scotia with offices across provinces, it manages its own pooled funds (Global Equity and Global Income) via its portfolio manager, with a focus on long-only equity and income-oriented strategies, transparent fee structures, and client alignment. Verecan emphasizes independence, integrity, and putting client needs first, avoiding conflicts common in traditional financial firms.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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