DeLuca Veale Investment Counsel is very pleased to announce our expansion into the Victoria market. We our now opening our premium office space ideally suited to serving clients who are looking for dedicated, trusted investment professionals to manage their wealth and retirement plans. Our fast-growing independent Investment Management firm is owned and operated by the two entrepreneurial professionals that founded the company 13 years ago, Richard DeLuca and Jonathan Veale. DeLuca Veale is a client oriented firm looking for talented and experienced investment professionals to join our team in the Victoria office located at 3645 Tillicum Rd.
Unlike many 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. This could be the opportunity for you to work with your clients within a dynamic independently owned firm that supports you and the client as you work together to fulfill their retirement objectives. That means you work within a team that is there to deliver on the service promise you wish to offer.
In addition to the support from our portfolio management team, you will also be accessing our ten property, $50 million dollar commercial real estate portfolio, RealStream Income Properties LP. Combining our portfolio management services with our real estate portfolio makes for a truly diverse investment solution for clients and a full service offering from their advisors. Importantly, offering these solutions at DeLuca Veale does not burden the advisor with the creation and ongoing management of these solutions. You the advisor can focus on the client and their needs knowing the investment management is well taken care of.
The experienced and proven team of DeLuca Veale and RealStream managers have been managing investment accounts for clients for many years and the performance of these accounts has been impressive. Our trading systems ensure all clients are cared for equally and simultaneously whether they are a new client or an existing one. We specialize in separately managed accounts and our clients and their accountants appreciate the efficiency, the customization and the lower cost of this approach. We are excited to be expanding our team into the South Island where many of us have already worked, lived and or attended post secondary institutions. Opening in Victoria feels like returning to our second home.
To build and grow relationships with clients seeking independent qualified advice that also satisfies their desire to know the people managing their investments and their personal financial goals. The chance to serve clients seeking more than mutual funds and relationships with overtaxed and over worked sales people. The chance to put forth truly independent locally managed portfolios of stocks, bonds and direct real estate and be offering something distinct and easily understandable in an otherwise crowded homogeneous marketplace. Be better and different then your competition as you build clientele.
Required Education, Skills and Qualifications
- Preference to University Degree (Business, Economics, Accounting, Finance), College Diploma or equivalent
- CFA, CFA level 1 or CIM now completed or initiated.
- CFP an asset
- Life & Accident and Sickness Licence an asset
- Preference to experienced advisors with client relationships with higher net worth families in the greater Victoria area. In the right circumstance, a less experienced candidate may be considered
DeLuca Veale Investment Counsel Inc.
Less than 15 employees – 2 locations – Independently owned – Founded 2006