Jonathan is a co-founder of DeLuca Veale Investment Counsel. He brings over 24 years of experience in investment management to the firm. In addition to being a portfolio manager, Jonathan is also the president and compliance officer of DeLuca Veale. Jonathan obtained two undergraduate degrees at the University of Toronto and Ryerson University in Ontario. He then completed his Canadian Securities Course and started his investment advisor training at ScotiaMcLeod in 1993. Two years later he acquired his Canadian Investment Manager (CIM) designation and moved on to CIBC Wood Gundy in 1997. It was during this time he was awarded the Fellow of the Canadian Securities Institute (FCSI) honour and his Certified Financial Planner (CFP) designation. Later, he was promoted to branch manager, and during this time he decided to work towards the Chartered Financial Analyst (CFA) designation, which he was awarded in 2000. In January 2006, Jonathan and his new business partner Richard DeLuca opened their portfolio management firm DeLuca Veale Investment Counsel Inc. In 2013, they launched RealStream Investment Properties LP to offer their clients a real estate investment option. They now serve over 350 households.
Richard has over 20 years of experience in the investment industry—15 of those years as a portfolio manager at DeLuca Veale and five as an investment advisor for a multi national investment firm. After completing his commerce degree in 1995 at the University of Victoria, Richard went on to complete the Canadian Securities Course (CSC) and Professional Financial Planning Course (PFP), achieving Honours in both. After working with an IIROC (Investment Industry Regulatory Organization of Canada) firm for five years, Richard decided it was time to launch a local privately owned investment management firm. He went on to complete his Canadian Investment Managers (CIM) designation, and, in January 2006, he co-founded DeLuca Veale Investment Counsel with business partner Jonathan Veale in his hometown of Comox, British Columbia. In 2013, the two partners co-founded RealStream Income Properties LP along with RealStream's Jim Stewart to offer their clientelle a real estate investment option. Today, DeLuca Veale serves over 350 households.
James (Jim) Stewart
Jim leads the selection, acquisition, and management of the properties of RealStream Income Properties LP. He brings extensive experience in real estate appraisal and property assessment to the RealStream Asset Management Inc. team. Jim graduated with a BSc in Economics from the University of Victoria. Jim went on to acquire his Canadian Residential Appraiser (CRA) and Accredited Appraiser Canadian Institute (AACI) designations during a 20-year career with BC Assessment. He held the position of Deputy Assessor, Vancouver Island Region, for eight years. Prior to that role, he was a senior appraiser and was a member of its downtown Victoria commercial team and major office building team. Jim also specialized in development land as an appraiser and was the manager responsible for development land valuation for the Vancouver Island Region.
Leila joined DeLuca Veale in October 2020. Leila’s 30 years of investment industry experience has included serving as Chief Operating Officer, Chief Compliance Officer, Human Resources Manager and Facilities & Operations Manager at other securities regulated firms. Leila is responsible for managing the day to day compliance of DeLuca Veale. Her responsibilities also include administration leadership.
Tyler joined DeLuca Veale in 2013 after earning his BA in Economics at the University of Victoria. Since graduating, Tyler has completed the Canadian Securities Course and the Wealth Management Essentials Course, and he now holds the Chartered Investment Manager (CIM) designation and is a CFP professional. Tyler works both with clients and the portfolio managers. His day-to-day activities have him engaged in portfolio management, trading, and client support. Tyler also plays a role with the administration of the RealStream portfolio.
Graeme Joined DeLuca Veale in 2020 and brings over 6 years of finance industry experience. He is a level 3 CFA candidate and has earned a Bachelor of Commerce - Distinction from Concordia University as well as a Master of Finance from Queens University. Graeme is passionate about investing and financial markets and also takes an interest in economics, having spent a year working as a Junior Analyst at the Ministry of Finance and Economic Planning in Ghana. Graeme has prior experience as a Financial advisor and an Investment Advisor working for two large Canadian financial institutions. As a Client Relationship Manager Graeme is engaged in meeting with clients and guiding them to reach their life goals through the firm’s investment solutions.
Christina joined the DeLuca Veale team after relocating back to Vancouver Island from Winnipeg, Manitoba. Christina brings over 16-years of investment experience to DeLuca Veale, primarily in the high-net-worth portfolio management arena. Christina earned her Canadian Investment Manager (CIM) designation in 2010 having completed her Professional Financial Planning, Investment Management and Portfolio Management Techniques courses. She is working towards the completion of her Certified Financial Planning (CFP) designation. Christina works from the Victoria office providing client support and portfolio management support to the firms Portfolio Managers as well as independent financial planners.
Alyssa Joined DeLuca Veale in 2017 with seven years of client service experience in both Canadian banking and bank owned brokerage environments. She studied Business Administration at Camosun College in Victoria B.C. Alyssa has also successfully completed her Canadian Securities Course, Conduct and Practice Handbook, Life Licensing Qualification Program to assist in client’s insurance needs and Investment Representative Training through the Canadian Securities Institute. She is currently working towards her Chartered Investment Manager (CIM) designation.
Alyssa plays many rolls within the firm from attending client meetings to working with the Portfolio Managers and the admin team to ensure all client needs are met to the highest standards.
PJ joined DeLuca Veale in 2019. After obtaining his Bachelor of Commerce from the University of Guelph, in his native Ontario, he moved to Western Canada where he has been living for the past 10 years. His prior experience includes working with a financial planning firm dealing extensively with Physicians in Vancouver. PJ brings a strong background in insurance and risk management, and a holistic approach to financial planning. PJ is a Certified Financial Planner CFP and is currently working towards earning the Chartered Financial Analyst, CFA designation.
Victoria joined the growing DeLuca Veale team in November 2020. She utilizes her five years of experience at financial services firms to handle all aspects of client account openings, updates, and documentation. Victoria appreciates how fundamental it is to our client experience to have accurate and smooth client on-boarding. She has completed her Investment Funds of Canada Certification and to further her knowledge of the financial industry, Victoria plans to take the Canadian Securities Course in the near future
Melanie recently joined DeLuca Veale in the role of Finance Manager, supporting both the Executive and Portfolio Management Team. She brings 18 years of experience with her in the areas of accounting and human resources, working with both small businesses and larger corporations. Aside from learning all the facets of the investment industry, Melanie is currently pursuing her Chartered Professional Accountant designation, focusing on management accounting and human resources.
Lori brings 14 years of investment industry experience to DeLuca Veale. For six of these years she worked in the brokerage arms of Scotia McLeod and CIBC Wood Gundy, and for the last eight years she has worked at DeLuca Veale. Lori puts her investment knowledge and experience to work by assisting with all facets of portfolio admin and reporting as well as client support.
Julie joined DeLuca Veale in February of 2020. She utilizes her more than 20 years of general administrative experience in both large and small business environments to support and assist the entire team at DeLuca Veale. She has a diverse background in office management, executive assistance, accounting and client relations which provides comfort that the day-to-day administration of our firm is her focus. Her varied experience is a great asset to De Luca Veale. She plans to enroll in the Canadian Securities Course in the near future.
Sonja brings 8 years of industry related experience to DeLuca Veale starting in 2010 as a Life Insurance Agent and transferring to the Wealth Management sector in 2012. She holds a Diploma in Business Administration from Camosun College and has completed the Canadian Securities Course as well as the Life License Qualification Program. Sonja provides client and administrative support while working alongside the Portfolio Managers.