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DeLuca Veale Investment Counsel Inc.

Address

1829 Beaufort Ave
Suite 230
COMOX, BC V9M 1R9
2508902000
Toll Free: (877) 577 - 3842
welcome@delucaveale.com
www.delucaveale.com

Principal Contacts

Richard DeLuca
Portfolio Manager
Tel: (250) 890 - 2000
rdeluca@delucaveale.com

Client Minimums

Private: $500,000
Institutional: $1,000,000

Types of Accounts Managed

Private Individual / Investor
Family Office
Institutional Investor - Pension Plan
Institutional Investor - Non-Profit
Institutional Investor - First Nations

Provinces of Business

Alberta
British Columbia*
Ontario

* indicates a physical location in this province

DeLuca Veale Investment Counsel Inc. is a boutique investment management firm located on Vancouver Island that believes smaller is better for clients in the very personal business of wealth management. DeLuca Veale is a firm that offers separately managed investment portfolios tailored to the risk tolerance and personal objectives of each client. We invite you to learn more about us at www.delucaveale.com and to view our introducing video and hear our story. We believe that your money should be invested with people you personally know and absolutely trust. Working as a smaller firm makes it possible for us to know you and you to know us, not as a number but as people and families.

As our firm grew and markets cycled we recognized a growing need to diversify our clients beyond stocks and bonds. In 2014 we constructed a real estate portfolio that has since grown to 19 properties and $200 million in assets. This portfolio called RealStream Income Propeties is sold to suitable clients via an Offering Memorandum and is structured as an LP. We appreciate the opportunity to meet prospective clients and determine if our firm and perhaps RealStream may be right for you.

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