PORTFOLIO MANAGERS

Jonathan Veale CIM, FCSI, CFA - Portfolio Manager

Mr. Veale has 15 years of experience as an investment professional and during that time has fulfilled the role of branch manager and associate portfolio manager. Mr. Veale is a Fellow of the Canadian Securities Institute (FCSI) and holds his Canadian Investment Managers (CIM) designation. His desire to manage portfolios for his clients rather than exclusively use mutual funds moved him to become a (CFA) Charterholder in 2000. As a long time Comox Valley resident Mr. Veale is pleased to be raising his own family here on Vancouver Island with his wife Marlies. 

Richard De Luca BComm, CIM - Portfolio Manager

Mr. De Luca is a founding partner of De Luca Veale and spent the first five years of his investment career working for his clients as an Investment Advisor of an international investment firm.   Mr. De Luca spent five years in Victoria completing the University of Victoria's Bachelor of Commerce Degree, majoring in entrepreneurship. In addition to his business degree he holds the Canadian Investment Manager (CIM) designation. He and his wife Nicole now raise their family in the Comox Valley and are proud to say that their children are fifth generation Comox Valley residents.

ACCOUNT MANAGEMENT

Murray Callaghan - Account Manager

Mr. Callaghan joins our firm after spending eight years as an Investment Advisor of an international investment firm.  With a comprehensive knowledge of securities, insurance, taxation and estate issues, Murray's emphasis is on financial planning and his clients value his ability to explain complex matters in easy to understand terms.

A long-time resident of Campbell River, Murray is a well-known and respected professional in the community having previously served as the Managing Director of the Tourism Authority during which time it received numerous awards.

Along with his wife Celina, they are active volunteers dedicating time to many of the minor sports associations that their two children participate in.

ADMINISTRATIVE SUPPORT

Jane Eccles Smith - Office Administrator

Ms. Smith spent 18 years as a customer service employee at a Canadian bank and has spent 8 years working in the investment brokerage industry as an administrative assistant. For five of those eight years she worked directly with Mr. De Luca as the branch office administrator. She looks forward to taking care of your needs surrounding such things as scheduling your appointments for portfolio reviews and ensuring you receive any and all statements and documentation for your account with De Luca Veale. Ms. Smith is generally the first voice you will hear when calling our firm and she will either resolve your needs or see that someone else in our organization does.

Lori Nelsen - Portfolio Administrator

Ms. Nelsen brings eight years of investment industry experience to her postion with De Luca Veale.  Having worked in the brokerage arms of two of Canada's major banks, she has a vast knowledge of the industry and is very keen to put her experience to work for you. When it comes to specific questions regarding your account holdings such as dividends, stock splits, interest payments or the like, Ms. Nelsen is your primary source of information. She is a tremendous resource to you and your portfolio manager as she is able to address most of your portfolio administrative questions which allows your portfolio manager to stay focused on your investments.