DeLuca Veale Investment Counsel Inc.

www.delucaveale.com

DeLuca Veale Investment Counsel is a Vancouver Island leader in independent investment management. Our fast-growing firm is owned and operated by the two entrepreneurial professionals who founded the company 16 years ago, in the belief that investors deserve an independent unbiased, local partner to help them navigate their most important financial decisions. It’s a philosophy that has helped us grow to a team of 14 with offices in Victoria and Comox, working for more than 600 clients. Unlike bank-owned firms and other large financial institutions, our head office is located on Vancouver Island, close to our families, our clients and our team, who have all chosen Vancouver Island to be their home. We invest in our team and develop outstanding portfolio managers, whose customer-centric approach ensure that we deliver on our promises to our clients and successfully build them a secure retirement. As an independent fee-based portfolio management firm, we have a fiduciary duty to our clients and must put their interests first. We are neither employed nor compensated by any broker or third-party dealer. We are not incented to sell specific third-party investment products or mutual funds to our clients. This independence also allows us to focus exclusively on our clients’ best interests without the need to consider other conflicted agendas. DeLuca Veale is also the exclusive distributor of a $220 million dollar commercial real estate portfolio, RealStream Income Properties LP. The combination of our proven portfolio management services with this solid real estate portfolio makes for a truly diverse investment solution for our clients. We serve high-net-worth investors who are seeking objective and experienced portfolio management of publicly traded securities and private income-producing real estate. We specialize in separately managed accounts and clients and their own accountants appreciate the efficiency, the customization and the low cost of this approach.

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DeLuca Veale Investment Counsel is a Vancouver Island leader in independent investment management. Our fast-growing firm is owned and operated by the two entrepreneurial professionals who founded the company 16 years ago, in the belief that investors deserve an independent unbiased, local partner to help them navigate their most important financial decisions. It’s a philosophy that has helped us grow to a team of 14 with offices in Victoria and Comox, working for more than 600 clients. Unlike bank-owned firms and other large financial institutions, our head office is located on Vancouver Island, close to our families, our clients and our team, who have all chosen Vancouver Island to be their home. We invest in our team and develop outstanding portfolio managers, whose customer-centric approach ensure that we deliver on our promises to our clients and successfully build them a secure retirement. As an independent fee-based portfolio management firm, we have a fiduciary duty to our clients and must put their interests first. We are neither employed nor compensated by any broker or third-party dealer. We are not incented to sell specific third-party investment products or mutual funds to our clients. This independence also allows us to focus exclusively on our clients’ best interests without the need to consider other conflicted agendas. DeLuca Veale is also the exclusive distributor of a $220 million dollar commercial real estate portfolio, RealStream Income Properties LP. The combination of our proven portfolio management services with this solid real estate portfolio makes for a truly diverse investment solution for our clients. We serve high-net-worth investors who are seeking objective and experienced portfolio management of publicly traded securities and private income-producing real estate. We specialize in separately managed accounts and clients and their own accountants appreciate the efficiency, the customization and the low cost of this approach.

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Country

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City (Headquarters)

Victoria

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Employees

11-50

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Founded

2006

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Chief Compliance Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Portfolio Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Portfolio Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Portfolio Manager

    Email ****** @****.com
    Phone (***) ****-****

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