Protecting What Matters Most
Wealth isn’t just about what you grow — it’s also about what you protect.
Insurance services are offered through DeLuca Veale Insurance Services Inc. (DVIS) and is regulated by the Insurance Council of British Columbia and Alberta.
Through our affiliated firm, DeLuca Veale Insurance Services Inc. (DVIS), we help clients integrate risk management into their broader financial strategy with tailored insurance solutions.
Whether you are planning for your family’s future, protecting your business, or securing a legacy for the next generation, insurance plays a vital role in your overall wealth plan. Our approach is advice-driven and fully independent — we don’t push products from fund providers. We work with you to determine what you truly need and when.
- Life Insurance — For income replacement, legacy planning, or tax-efficient estate transfers.
- Disability Insurance — To protect your income during illness or injury.
- Critical Illness Insurance — Coverage for serious health events that may impact your financial stability.
- Business Coverage — Insurance planning for shareholders, buy-sell agreements, and key-person protection.
- You are planning to pass assets to the next generation.
- You want to offset taxes on death or within a corporation.
- You are self-employed or incorporated and need income protection.
- You want to preserve wealth while supporting charitable causes.
- Independent advice focused solely on your best interests.
- Integration with your overall investment and estate planning.
- Access to top Canadian insurers with competitive pricing.
- No sales pressure — just clear, personalized recommendations.
Let’s discuss how insurance can enhance your financial security and estate plan.
Request a consultation with our team today.
Insights from our Team
Explore articles written by our Portfolio Managers addressing the issues their client’s raise to help clients build, grow, and protect their wealth.
Every client’s story is unique. Speak to the author to get the right answers for you.
What Type of Insurance do You Really Need? A High-Net-Worth Guide
Life insurance sales are regulated by the Insurance Council of British Columbia and Alberta. Deluca Veale Insurance Services is licensed to offer life and health insurance products. When most people think of insurance, they picture protection, a safety net for passing away unexpectedly. But for high-net-worth families, insurance is far more than a safety net.…
Life Insurance as a Wealth Planning Tool: Not Just for Protection
Life insurance sales are regulated by the Insurance Council of British Columbia and Alberta. Deluca Veale Insurance Services is licensed to offer life and health insurance products. If you think life insurance is only about protecting the people you love, think again. In my work with successful families, professionals, and business owners, I have seen…
What Does Planning Before Retirement Look Like?
Retirement isn’t just the end of a career – it is about having the financial freedom to spend your time the way you choose. For that to happen, thoughtful planning is essential. Whether retirement is five years away or you are just starting to think about retirement, the right wealth planning strategy can help you…
