A Team of professionals

At DeLuca Veale, our strength lies in the experience, integrity, and dedication of our people.

With over 125 years of combined investment experience, our team of accredited portfolio managers, financial planners, and insurance advisors are committed to delivering exceptional service and tailored financial strategies.

While you will work directly with your own dedicated Portfolio Manager, you also benefit from the collective expertise of our entire team. At DeLuca Veale, we bring together holders of Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), and Certified Investment Manager (CIM®) designations, with Trust and Estate Planning (TEP®) Practitioners, and Insurance Experts (CLU®) from DeLuca Veale Insurance Services Inc. (DVIS) — all collaborating to deliver a seamless, high-quality client experience.

Guided by the insight and leadership of our founders, our team combines deep technical knowledge with decades of real-world experience — ensuring every client benefits from the full strength and skillset of our firm.

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Richard DeLuca

Founder & Portfolio Manager

B.Com, CIM®

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Richard is presently CEO of DeLuca Veale and has over 25 years experience in the investment industry—20 of those years as a Portfolio Manager at DeLuca Veale and five as an investment advisor for a multinational 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. He went on to secure his Life Insurance licence and to complete the Canadian Investment Managers (CIM) designation. In January 2006, Richard 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 along with RealStream's Jim Stewart to offer their clientele a real estate investment that compliments both the stock and bond portfolio’s the firm has been managing for 20 years now. Today Richard focuses on the operations and management of DeLuca Veale alongside his long-time business partners.

Jonathan Veale

Founder & Portfolio Manager

CIM®, CFA®

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Jonathan is a co-founder of DeLuca Veale Investment Counsel, he currently acts as president and CIO. He brings over 30 years of experience in investment management to the firm. In addition to being a portfolio manager, Jonathan is also the president 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 a large Canadian financial institution in 1993. Two years later he acquired his Canadian Investment Manager (CIM®) designation and moved on to the investment division of a Canadian bank 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.

James (Jim) Stewart

Co-Founder RealStream, Asset Management

B.Sc. (Economics), AACI

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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.

Alyssa Neumann

Associate Portfolio Manager

CIM®

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Alyssa joined DeLuca Veale in 2017, bringing over seven years of experience in client service within Canadian banking and bank-owned brokerage environments. She studied Business Administration at Camosun College in Victoria, B.C., and holds the Chartered Investment Manager (CIM) designation.

As an Associate Portfolio Manager, Alyssa works closely with the Portfolio Management Team and serves on the firm’s management committee. She oversees the administrative operations area to ensure every client receives exceptional service and support. Known for her collaborative approach and attention to detail, Alyssa is passionate about building strong relationships and helping clients feel confident in their financial plans.

Alyssa holds a Life Insurance license through DeLuca Veale Insurance Services Inc. (DVIS), enabling her to assist clients with comprehensive life insurance solutions tailored to their individual needs.

Tyler Smits-Tovell

Lead Portfolio Manager

BA (Economics), CIM®, CFP®

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Tyler joined DeLuca Veale in 2013 after earning his BA in Economics at the University of Victoria. Tyler holds the Chartered Investment Manager (CIM®) designation and holds the Certified Financial Planner (CFP®) designation as well as a CFA® level 3 candidate. Tyler manages the Portfolio Management and Trading Team at DeLuca Veale while also serving a select group of clients. Tyler further plays a role with research team for the RealStream portfolio.

Shauna Campbell

Corporate Controller

B.Com (Accounting), CPA®, CA

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Shauna joined DeLuca Veale in May 2023 in the role of Controller, supporting both the Executive and Portfolio Management Team. Shauna’s over 20 years of investment industry experience has included serving as Controller, Chief Financial Officer and Chief Compliance Officer at several other securities-regulated firms as well as working at the industry regulators. Shauna obtained her Chartered Accountant (CA) designation, now Chartered Professional Accountant (CPA) in 2002. She also holds a Bachelor of Commerce with a major in Accounting from the University of Calgary.

Shawn Fetter

Associate Portfolio Manager & Insurance Advisor

CFP®, CIM®, CLU®, TEP®

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Shawn brings over 20 years of experience in the financial services industry to DeLuca Veale. Shawn holds the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Chartered Life Underwriter (CLU®), and Trust & Estate Practitioner (TEP®) designations. Shawn offers a rare combination of advanced portfolio management and estate and insurance expertise. His comprehensive skill set enables him to design tailored strategies that safeguard wealth, mitigate risk, and ensure long-term family security. Alongside the DeLuca Veale team, Shawn creates innovative strategies to reduce taxes, increase wealth, and plan for the efficient transfer of wealth from one generation to another guided by a comprehensive financial strategy.

Prior to joining DeLuca Veale, Shawn earned a reputation for proactive, values-based advice focused on multi-generational wealth transfer. He’s frequently invited to share insights on topics such as estate and insurance planning, underscoring his standing among peers and clients alike.

Shawn resides in the Comox Valley with his family. Outside the office, he enjoys pursuing community initiatives that advance financial education, legacy planning, and youth sports.

PJ Kozuh

Portfolio Manager

B.Com, CIM®, CFP®, CFA®

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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 holds the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) designations and obtained his Chartered Financial Analyst (CFA®) charter in 2023. PJ is Life Insurance licensed through DeLuca Veale Insurance Services Inc.(DVIS).

Tess Lake

Portfolio Manager

CFA®, B.Sc Geology and Physics (Honours)

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Tess joined DeLuca Veale in March 2023 and earned the Chartered Financial Analyst (CFA®) designation in 2025. She holds an Honours B.Sc. in Geophysics (with Distinction) from the University of Victoria (2011). Tess brings a unique corporate background to the firm, having spent more than a decade as a Professional Geoscientist in the natural resources sector, working on a commercial team at a major multinational corporation where she developed investment recommendations for multi-million-dollar exploration and development projects.

At DeLuca Veale, Tess is a member of the Portfolio Management team, overseeing the firm’s in-house portfolios to support clients’ financial goals. She applies her analytical and quantitative background to securities research and analysis with a focus on fundamentals and macroeconomics. Tess also contributes to RealStream through leasing, insurance, financing, and evaluating acquisitions. In addition, Tess meets with current and prospective clients to provide holistic advice that helps them achieve their financial goals.

Chris Blundell

Portfolio Manager

B.Sc (Economics), CFA®

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Chris joined Deluca Veale in 2021, bringing over 10 years of corporate finance and capital market experience. After earning a Bachelor of Science in Economics from the University of Victoria he moved to Calgary where he started his career in the energy sector. Later he joined a boutique financial advisory firm specializing in the renewable energy sector, where he advised clients on corporate transactions, including raising capital and acquiring utility scale power projects. Chris was awarded the Chartered Financial Analyst (CFA®) designation in 2012.

At DeLuca Veale Investment Counsel Chris’ time is spent split between Portfolio Management and RealStream. Chris provides input to the security selection process, including idea origination and fundamental research. He is actively involved in asset valuation, assessments, financing, insurance, and marketing initiatives for RealStream. He also spends time with clients, providing financial counsel tailored to their individual needs.

Corrine Rogers

Client Services Administrator

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Corrine has been part of DeLuca Veale since 2014, and while she left to assist with a family business for a few years, we are celebrating that she has re-joined our Comox administration team in 2025. Dedicated to ensuring a positive and efficient interaction with every client, her 25 years of experience in building positive client relationships ensures our clients are provided a warm and welcoming atmosphere when they interact with DeLuca Veale and Corrine.

Jordan Duncan

Associate Portfolio Manager

B.Sc (Biochemistry & Business), CIM®

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After earning a Bachelor of Science degree from the University of Victoria, Jordan pursued various courses through the Canadian Securities Institute to launch his career in wealth management. He then gained nearly five years of client service and portfolio management experience as a licensed Investment Representative at a major wealth management firm in Victoria.

Returning to his hometown of Comox in 2024, Jordan applied his skills to DeLuca Veale’s trading and administration teams. He has since earned his Chartered Investment Manager (CIM®) designation and is serving clients as an Associate Portfolio Manager. To continue on his path of professional growth, Jordan is now pursuing the Certified Financial Planner (CFP®) designation.

Lori Nelsen

Portfolio Administrator & Admin Support

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Kieran Bechthold

Associate Portfolio Manager

B.Com (Finance), CIM®

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Kieran joined DeLuca Veale in 2023 after four years at a major investment firm. Kieran graduated from the University of Alberta in 2021 with a Bachelor of Commerce (B.Com) degree, majoring in Finance. Kieran also holds the Chartered Investment Manager (CIM®) designation and is a CFA® level 3 candidate. Kieran works alongside the trading and portfolio management teams. In addition, he supports the research of existing and new securities for the portfolio models by presenting new ideas to the Chief Investment Officer as a member of the Investment Committee.

Annette Moore

Client Services Administrator

MABC

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Annette is a local having grown up in the Comox Valley. She joined DeLuca Veale in 2022 after seven years of supporting clinical and medical leadership in local healthcare. Before relocating back to Comox she was the executive assistant and office manager in a financial firm that specialized in private equity and venture capital management, fundraising and investor relations in Regina. She also provided governance and fund operation support to the boards and committees of the largest Labour Sponsored Fund in Saskatchewan. Annette provides reception duties and supports the admin team in multiple ways for DeLuca Veale.

Melanie Hiebert

Finance Manager

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Melanie joined DeLuca Veale in the role of Finance Manager, supporting both the Executive and Portfolio Management Team. She brings over 20 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.

Alyssa Payne

Reception / Office Administrator

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Alyssa joined DeLuca Veale Investment Counsel in 2025 as a receptionist and office administrator. She brings more than ten years of experience in office administration and client service, developed through roles in healthcare and other professional environments.

Since relocating to the Comox Valley, she has continued to build her front-office expertise through positions that emphasize organization, communication, and client care. At DeLuca Veale, she is dedicated to providing a warm, efficient experience for clients and supporting the administrative team in multiple ways.

Let’s Start a Conversation

Whether you’re ready to take the next step or simply have a few questions, our team is here to help. Reach out today — we’d love to hear from you.

Our Team

A Team of professionals

At DeLuca Veale, our strength lies in the experience, integrity, and dedication of our people.

Richard DeLuca

Founder & Portfolio Manager

Jonathan Veale

Founder & Portfolio Manager

James (Jim) Stewart

Co-Founder RealStream, Asset Management

Alyssa Neumann

Associate Portfolio Manager

Tyler Smits-Tovell

Lead Portfolio Manager

Shauna Campbell

Corporate Controller

Shawn Fetter

Associate Portfolio Manager & Insurance Advisor

PJ Kozuh

Portfolio Manager

Tess Lake

Portfolio Manager

Chris Blundell

Portfolio Manager

Corrine Rogers

Client Services Administrator

Jordan Duncan

Associate Portfolio Manager

Lori Nelsen

Portfolio Administrator & Admin Support

Kieran Bechthold

Associate Portfolio Manager

Annette Moore

Client Services Administrator

Melanie Hiebert

Finance Manager

Alyssa Payne

Reception / Office Administrator

Let’s Start a Conversation

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