Advisor Solutions by Purpose (ASP), a technology platform and practice management provider, announced that Verecan Capital Management, a newly formed portfolio management firm, has opted for its services to facilitate its vision for client service.
This strategic decision demonstrates Verecan’s confidence in ASP’s ability to help them deliver an exemplary client experience while supporting clients in achieving their goals.
Despite being a new firm, Verecan comprises the team and client base of its predecessor firm, White LeBlanc Wealth Planners (WLWP), which has eight offices across Canada and manages nearly 900 million in assets under management (AUM).
As part of their evolution, Verecan’s ownership team recognised the importance of accessing ASP’s cutting-edge capabilities, enabling them to streamline their business processes and allocate additional resources to serving clients.
Leveraging ASP’s Advisor Wealth Platform, Verecan aims to optimise its portfolio management operations and provide a robust wealth management experience.
Verecan Capital Management president and CEO Colin White said: “Purpose’s technology-first approach is one of the main reasons we’ve chosen to work with them.
“The services ASP provides allow us to create better opportunities for our clients and give us the ability to channel our team’s focus where it should be – on the clients.”
ASP’s commitment to becoming Canada’s all-in-one solution for independent advisory and portfolio management teams continues to drive the expansion of its integrated platform. Its digital platform and operational solutions equip advisors and portfolio managers with strategic advice and intuitive tools, enhancing operational productivity, efficient asset management, and delivering a modern client experience.
Advisor Solutions by Purpose CEO Jeff Gans said: “We are excited to work with an innovative and client-centric firm that can leverage our technology and practice management support to achieve their goals.
“This relationship adds another firm to the network of advisors using our platform and support to enhance and grow their wealth businesses.”
