High net worth families, business owners, and retirees all have different needs. There is no one-size-fits-all solution.

Whether your goals are leaving a legacy, tax planning, or managing income needs, the experienced and accredited team at DeLuca Veale will work to understand your needs and tailor a solution for you. Able to draw on products available exclusively to our clients, combined with industry-leading professional accreditation and expertise, our team is here to support you through all phases of life.

Our investment strategies are available only through DeLuca Veale.

Our registered Portfolio Managers select the stocks and bonds to be included in our clients’ portfolio. We don’t rely solely on fund managers in Toronto or New York; we make the decisions that affect our clients right here on Vancouver Island.

We also offer our clients direct access to institutional grade real estate through private ownership of the RealStream Real Estate Investment Trust (REIT).

Full fee disclosure and direct access to your Portfolio Manager are only some of the things that set us apart, but they are important. We are here when you have a question, or life changes, and everything we do is included in a simple, asset-based fee structure that is clearly disclosed before you come on board.

DeLuca Veale is registered with the provincial Securities Regulators in British Columbia, Alberta, Saskatchewan, and Ontario.

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.

As registered Portfolio Managers, we are fiduciaries to our clients, and are legally bound to put client interests above our own.