Portfolio Management

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Professional Portfolio Management, Built Around You

We actively monitor the markets, so you don’t have to.

At DeLuca Veale, many of our Portfolio Managers, hold the Chartered Financial Analyst (CFA®) designation — the gold standard in investment management.

Using data-driven research and hands-on expertise, we actively manage high-quality in-house portfolios. Our trading Portfolio Managers monitor the markets daily, while our Investment Committee and CIO meet regularly to assess market trends and make informed, strategic decisions on your behalf. As a discretionary Portfolio Manager registered in British Columbia, Alberta, Saskatchewan, and Ontario, we offer the licensing, independence, and transparency to manage your investments directly.

Your dedicated Portfolio Manager works closely with our trading and research teams to craft a custom portfolio aligned with your goals — whether that’s preserving capital, generating income, or achieving long-term growth.

At DeLuca Veale, you own your investments — and understand them.

Professional Portfolio Management

We start with you — We take the time to understand your financial aspirations, risk tolerance, and time horizon to understand what truly matters most.
We craft your strategy — Using our in-house portfolios, we build a customized plan designed to align perfectly with your objectives and risk tolerance.
We manage everything — We manage your portfolio on a discretionary basis — so you can focus on life, while we focus on growing and protecting your wealth.

What We Invest In

Growth Strategy — A diversified portfolio of high-quality Canadian and US equities with growth potential. As our flagship strategy, it is ideal for wealth builders and legacy creators.
High Income Strategy — A diversified portfolio of dividend-paying Canadian and US equities, designed to deliver consistent income for clients seeking reliable cash flow in retirement.
Income Strategy — A focus on Canadian investment-grade corporate bonds, built for those who prioritize capital preservation and stability.
Real Estate Strategy — Income-producing Canadian commercial real estate managed in-house, provides diversification by investing in properties valued up to $70 million.
See the portfolio
Strategic use of ETFs and pooled fund investments for diversification benefits.

Personalized Portfolios — A True Alternative to Mutual Funds

Personalized. Transparent. Professionally Managed.

At DeLuca Veale, we believe your investments should be as unique as your goals. For clients with larger account sizes, our Separately Managed Accounts (SMAs) give you direct ownership of individual securities, offering transparency, and enhanced tax planning — all under professional discretionary management.

With a Separately Managed Account, you gain:

Full transparency into every holding — you own the individual security directly.
Tax-efficient strategies to maximize after-tax returns.
Dedicated expertise from a professional Portfolio Manager.

Ready to take the next step toward a smarter investment strategy?

Schedule a consultation with our team today.

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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.

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What is a Separately Managed Account and How Does it Work

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