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Vancouver Island’s Trusted Investment Counsel

A few more reasons why DeLuca Veale is the right choice for your investments.

Fully Licensed & Regulated

DeLuca Veale is registered in British Columbia, Alberta, and Ontario under three distinct regulatory categories:

Portfolio Manager (PM)
Investment Fund Manager (IFM)
Exempt Market Dealer (EMD)

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.

A Better Investment Experience

We believe investing should be clear, empowering, and tailored to you. Our clients receive:

Direct relationships with qualified portfolio managers
Transparent, quarterly performance reporting
Competitive, unbundled fee structures
Ongoing strategic reviews and communication
The peace of mind that comes from working with fiduciary professionals

Unlike many traditional firms, we don’t sell mutual funds or earn commissions from product providers. Our only incentive is to help you succeed.

Proudly Serving Vancouver Island

What we offer

At DeLuca Veale, our services are designed to help clients grow, preserve, and protect their wealth through every stage of life:

Discretionary Portfolio Management
Customized investment strategies tailored to your financial goals and risk profile

Wealth Planning & Registered Account Optimization
Strategic use of RRSPs, TFSAs, FHSAs, RESPs, and other tax-advantaged accounts

Private Real Estate Investing
Access to income-producing properties through RealStream LP and REIT

Pooled Investment Funds
The DV Growth Fund provides smaller accounts with access to our core equity strategy

Insurance Planning (via DVIS)
Protection-focused solutions, including life, disability, and critical illness coverage

Whether you're focused on retirement, intergenerational wealth, or income generation, we provide unbiased advice backed by expertise — not commissions.

Read the FAQ

Independent. Experienced. Entirely Focused on You.

Founded in 2006 in Comox, British Columbia, DeLuca Veale Investment Counsel was built on the belief that investment advice should be independent, transparent, and client-first. Today, with offices in Comox and Victoria, we serve over 750 high-net-worth individuals and institutions across Vancouver Island and beyond.

As a fee-based investment management firm, we offer discretionary portfolio management, private market access, and personalized financial planning — all guided by a fiduciary commitment to our clients’ best interests.

Testimonials