DeLuca Veale is registered in British Columbia, Alberta, and Ontario under three distinct regulatory categories:

• Portfolio Manager (PM)

• Investment Fund Manager (IFM)

• Exempt Market Dealer (EMD)

We manage both publicly traded portfolios and private investments under these licenses, giving our clients access to a broad range of opportunities — from global equity strategies to commercial property holdings.

We believe investing should be clear, empowering, and tailored to you. Our clients receive:

• Direct relationships with qualified portfolio managers

• Transparent, quarterly performance reporting

• Competitive, unbundled fee structures

• Ongoing strategic reviews and communication

• The peace of mind that comes from working with fiduciary professionals

Unlike many traditional firms, we don’t sell mutual funds or earn commissions from product providers. Our only incentive is to help you succeed.

With offices in Comox and Victoria, our team proudly serves clients across Vancouver Island — including Courtenay, Cumberland, Campbell River, Nanaimo, Parksville, Duncan, and more. We also work with clients throughout Canada.

At DeLuca Veale, our services are designed to help clients grow, preserve, and protect their wealth through every stage of life:

Discretionary Portfolio Management
Customized investment strategies tailored to your financial goals and risk profile

Wealth Planning & Registered Account Optimization
Strategic use of RRSPs, TFSAs, FHSAs, RESPs, and other tax-advantaged accounts

Private Real Estate Investing
Access to income-producing properties through RealStream LP and REIT

Pooled Investment Funds
The DV Growth Fund provides smaller accounts with access to our core equity strategy

Insurance Planning (via DVIS)
Protection-focused solutions, including life, disability, and critical illness coverage

Whether you're focused on retirement, intergenerational wealth, or income generation, we provide unbiased advice backed by expertise — not commissions.