PORTFOLIO MANAGERS

Jonathan Veale CIM, CFA - Portfolio Manager

Mr. Veale has seventeen years of experience as an investment professional and during that time has fulfilled the role of Branch Banager and Associate Portfolio Manager. Mr. Veale holds the Canadian Investment Managers (CIM) designation and his desire to manage portfolios for his clients 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 eleven years in the investment industry as an Investment Advisor.   Mr. De Luca spent his Universtiy years in Victoria completing the University of Victoria's Bachelor of Commerce Degree. 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.

ADMINISTRATIVE SUPPORT

Lori Nelsen - Portfolio Administrator

Ms. Nelsen brings nine years of investment industry experience to her postion with De Luca Veale.  Having worked in the brokerage arms of two of Canada's chartered 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.