Experience Behind Every Decision
A team focused on disciplined real estate investment and long-term ownership.
RealStream brings together experience across real estate, investment management, finance, acquisitions and property operations.
Our team is responsible for identifying opportunities, overseeing the portfolio and making the ongoing decisions that support each property throughout its ownership cycle.
Richard DeLuca
CEO, Portfolio Manager
B.Com, CIM
Richard is presently CEO of DeLuca Veale and has over 25 years experience in the investment industry—20 of those years as a Portfolio Manager at DeLuca Veale and five as an investment advisor for a multinational investment firm. After completing his Commerce Degree in 1995 at the University of Victoria, Richard went on to complete the Canadian Securities Course (CSC) and Professional Financial Planning Course (PFP), achieving Honours in both. He went on to secure his Life Insurance licence and to complete the Canadian Investment Managers (CIM) designation. In January 2006, Richard co-founded DeLuca Veale Investment Counsel with business partner Jonathan Veale in his hometown of Comox, British Columbia. In 2013, the two partners co-founded RealStream Income Properties along with RealStream's Jim Stewart to offer their clientele a real estate investment that compliments both the stock and bond portfolio’s the firm has been managing for 20 years now. Today Richard focuses on the operations and management of DeLuca Veale alongside his long-time business partners.
Jonathan Veale
CIO, Portfolio Manager
CFA
Jonathan is a co-founder of DeLuca Veale Investment Counsel, he currently acts as president and CIO. He brings over 30 years of experience in investment management to the firm. In addition to being a portfolio manager, Jonathan is also the president of DeLuca Veale. Jonathan obtained two undergraduate degrees at the University of Toronto and Ryerson University in Ontario. He then completed his Canadian Securities Course and started his investment advisor training at a large Canadian financial institution in 1993. Two years later he acquired his Canadian Investment Manager (CIM®) designation and moved on to the investment division of a Canadian bank in 1997. It was during this time he was awarded the Fellow of the Canadian Securities Institute (FCSI®) honour and his Certified Financial Planner (CFP®) designation. Later, he was promoted to branch manager, and during this time he decided to work towards the Chartered Financial Analyst (CFA®) designation, which he was awarded in 2000. In January 2006, Jonathan and his new business partner Richard DeLuca opened their portfolio management firm DeLuca Veale Investment Counsel Inc. In 2013, they launched RealStream Investment Properties LP to offer their clients a real estate investment option.
James (Jim) Stewart
President, RealStream Asset Management
B.Sc (Econ), AACI, P. App
Jim leads the selection, acquisition, and management of the properties of RealStream Income Properties LP. He brings extensive experience in real estate appraisal and property assessment to the RealStream Asset Management Inc. team. Jim graduated with a BSc in Economics from the University of Victoria. Jim went on to acquire his Canadian Residential Appraiser (CRA) and Accredited Appraiser Canadian Institute (AACI) designations during a 20-year career with BC Assessment. He held the position of Deputy Assessor, Vancouver Island Region, for eight years. Prior to that role, he was a senior appraiser and was a member of its downtown Victoria commercial team and major office building team. Jim also specialized in development land as an appraiser and was the manager responsible for development land valuation for the Vancouver Island Region.
Alyssa Neumann
Portfolio Manager - Client Relationship Manager
CIM®
Alyssa joined DeLuca Veale in 2017, bringing over seven years of experience in client service within Canadian banking and bank-owned brokerage environments. She studied Business Administration at Camosun College in Victoria, B.C., and holds the Chartered Investment Manager (CIM) designation.
As a Portfolio Manager - Client Relationship Manager, Alyssa serves as the primary point of contact for many of the firm’s clients. She is also a member of the firm’s management committee and oversees administrative operations, ensuring every client receives exceptional service and support. Known for her collaborative approach and strong attention to detail, Alyssa is passionate about building meaningful relationships and helping clients feel confident in their financial plans.
Alyssa holds a Life Insurance license through DeLuca Veale Insurance Services Inc. (DVIS), enabling her to assist clients with comprehensive life insurance solutions tailored to their individual needs.
Tyler Smits-Tovell
Associate CIO, Portfolio Manager
B.A (Econ), CFP®, CIM®
Tyler joined DeLuca Veale in 2013 after earning his BA in Economics at the University of Victoria. Tyler holds the Chartered Investment Manager (CIM®) designation and holds the Certified Financial Planner (CFP®) designation as well as a CFA® level 3 candidate. Tyler manages the Portfolio Management and Trading Team at DeLuca Veale while also serving a select group of clients. Tyler further plays a role with research team for the RealStream portfolio.
Shauna Campbell
Corporate Controller
B.Com (Accounting), CPA®, CA
Shauna joined DeLuca Veale in May 2023 in the role of Controller, supporting both the Executive and Portfolio Management Team. Shauna’s over 20 years of investment industry experience has included serving as Controller, Chief Financial Officer and Chief Compliance Officer at several other securities-regulated firms as well as working at the industry regulators. Shauna obtained her Chartered Accountant (CA) designation, now Chartered Professional Accountant (CPA) in 2002. She also holds a Bachelor of Commerce with a major in Accounting from the University of Calgary.
Shawn Fetter
Associate Portfolio Manager & Insurance Advisor
CFP®, CIM®, CLU®, TEP®
Shawn brings over 20 years of experience in the financial services industry to DeLuca Veale. Shawn holds the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Chartered Life Underwriter (CLU®), and Trust & Estate Practitioner (TEP®) designations. Shawn offers a rare combination of advanced portfolio management and estate and insurance expertise. His comprehensive skill set enables him to design tailored strategies that safeguard wealth, mitigate risk, and ensure long-term family security. Alongside the DeLuca Veale team, Shawn creates innovative strategies to reduce taxes, increase wealth, and plan for the efficient transfer of wealth from one generation to another guided by a comprehensive financial strategy.
Prior to joining DeLuca Veale, Shawn earned a reputation for proactive, values-based advice focused on multi-generational wealth transfer. He’s frequently invited to share insights on topics such as estate and insurance planning, underscoring his standing among peers and clients alike.
Shawn resides in the Comox Valley with his family. Outside the office, he enjoys pursuing community initiatives that advance financial education, legacy planning, and youth sports.
PJ Kozuh
Portfolio Manager
B.Com, CFA, CFP®, CIM®
PJ joined DeLuca Veale in 2019. After obtaining his Bachelor of Commerce from the University of Guelph, in his native Ontario, he moved to Western Canada where he has been living for the past 10 years. His prior experience includes working with a financial planning firm dealing extensively with Physicians in Vancouver. PJ brings a strong background in insurance and risk management, and a holistic approach to financial planning. PJ holds the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) designations and obtained his Chartered Financial Analyst (CFA®) charter in 2023. PJ is Life Insurance licensed through DeLuca Veale Insurance Services Inc.(DVIS).
Tess Lake
Portfolio Manager
B.Sc (Honours), CFA
Tess joined DeLuca Veale in March 2023 and earned the Chartered Financial Analyst (CFA®) designation in 2025. She holds an Honours B.Sc. in Geophysics (with Distinction) from the University of Victoria (2011). Tess brings a unique corporate background to the firm, having spent more than a decade as a Professional Geoscientist in the natural resources sector, working on a commercial team at a major multinational corporation where she developed investment recommendations for multi-million-dollar exploration and development projects.
At DeLuca Veale, Tess is a member of the Portfolio Management team, overseeing the firm’s in-house portfolios to support clients’ financial goals. She applies her analytical and quantitative background to securities research and analysis with a focus on fundamentals and macroeconomics. Tess also contributes to RealStream through leasing, insurance, financing, and evaluating acquisitions. In addition, Tess meets with current and prospective clients to provide holistic advice that helps them achieve their financial goals.
Chris Blundell
CCO, Portfolio Manager
B.Sc (Econ), CFA
Chris joined Deluca Veale in 2021, bringing over 10 years of corporate finance and capital market experience. After earning a Bachelor of Science in Economics from the University of Victoria he moved to Calgary where he started his career in the energy sector. Later he joined a boutique financial advisory firm specializing in the renewable energy sector, where he advised clients on corporate transactions, including raising capital and acquiring utility scale power projects. Chris was awarded the Chartered Financial Analyst (CFA®) designation in 2012.
At DeLuca Veale Investment Counsel Chris’ time is spent split between Portfolio Management and RealStream. Chris provides input to the security selection process, including idea origination and fundamental research. He is actively involved in asset valuation, assessments, financing, insurance, and marketing initiatives for RealStream. He also spends time with clients, providing financial counsel tailored to their individual needs.
Corrine Rogers
Client Services Administrator
Corrine has been part of DeLuca Veale since 2014, and while she left to assist with a family business for a few years, we are celebrating that she has re-joined our Comox administration team in 2025. Dedicated to ensuring a positive and efficient interaction with every client, her 25 years of experience in building positive client relationships ensures our clients are provided a warm and welcoming atmosphere when they interact with DeLuca Veale and Corrine.
Jordan Duncan
Associate Portfolio Manager
B.Sc, CIM®
After earning a Bachelor of Science degree from the University of Victoria, Jordan pursued various courses through the Canadian Securities Institute to launch his career in wealth management. He then gained nearly five years of client service and portfolio management experience as a licensed Investment Representative at a major wealth management firm in Victoria.
Returning to his hometown of Comox in 2024, Jordan applied his skills to DeLuca Veale’s trading and administration teams. He has since earned his Chartered Investment Manager (CIM®) designation and is serving clients as an Associate Portfolio Manager. To continue on his path of professional growth, Jordan is now pursuing the Certified Financial Planner (CFP®) designation.
Lori Nelsen
Portfolio Administrator & Admin Support
Lori brings over 20 years of investment industry experience to DeLuca Veale. For six of these years she worked in the brokerage arms of two major Canadian banks, and for more than 15 years she has worked at DeLuca Veale. Lori puts her investment knowledge and experience to work by assisting with all facets of portfolio admin and reporting as well as client support.
Kieran Bechthold
Portfolio Manager
B.Com (Finance), CFA, CIM®
Kieran joined DeLuca Veale in 2023 after four years at a major investment firm. Kieran graduated from the University of Alberta in 2021 with a Bachelor of Commerce (B.Com) degree, majoring in Finance. Kieran holds the Chartered Financial Analyst (CFA) designation, as well as the Chartered Investment Manager (CIM®) designation. Kieran works alongside the trading and portfolio management teams. In addition, he supports the research of existing and new securities for the portfolio models by presenting new ideas to the Chief Investment Officer as a member of the Investment Committee.
Mega Martina
Equity / Real Estate Analyst
BBA, Finance
Mega joined DeLuca Veale Investment Counsel in 2026 as an Equity and Real Estate Analyst. She holds a Bachelor of Business Administration from Simon Fraser University with a concentration in Finance and has successfully completed the CFA Level II exam. During her studies, she served as an Equity Analyst with her university’s endowment fund. Prior to joining DeLuca Veale, Mega was a Research Analyst at a Canadian pension fund, where she focused on real estate market research across sectors and geographies to support investment strategy. At DeLuca Veale, Mega supports the portfolio management team through equity research and trading, and contributes to RealStream’s asset management activities.
Nic Xylinas
Asset Manager
BBA (Honours), Finance
Nic joined DeLuca Veale in 2026, bringing experience in corporate finance and real estate. He began his career in investment banking, where he worked on a wide range of M&A and financing transactions across industries, supporting clients through financial modelling, valuation, and transaction execution. He later moved into infrastructure investing, where he evaluated and underwrote investment opportunities and supported portfolio management across private market investments. In addition, Nic has experience investing in commercial and residential real estate across Vancouver Island, with broad exposure to the management of income-producing properties.
At DeLuca Veale, Nic is an Asset Manager for the RealStream portfolio. He is responsible for supporting the performance of real estate investments, including asset valuation, leasing, financing, and evaluating acquisition opportunities to enhance value across the portfolio.
Annette Moore
Client Services Administrator
MABC
Annette is a local having grown up in the Comox Valley. She joined DeLuca Veale in 2022 after seven years of supporting clinical and medical leadership in local healthcare. Before relocating back to Comox she was the executive assistant and office manager in a financial firm that specialized in private equity and venture capital management, fundraising and investor relations in Regina. She also provided governance and fund operation support to the boards and committees of the largest Labour Sponsored Fund in Saskatchewan. Annette provides reception duties and supports the admin team in multiple ways for DeLuca Veale.
Melanie Hiebert
Finance Manager
Melanie joined DeLuca Veale in the role of Finance Manager, supporting both the Executive and Portfolio Management Team. She brings over 20 years of experience with her in the areas of accounting and human resources, working with both small businesses and larger corporations. Aside from learning all the facets of the investment industry, Melanie is currently pursuing her Chartered Professional Accountant designation, focusing on management accounting and human resources.
Alyssa Payne
Reception / Office Administrator
Alyssa joined DeLuca Veale Investment Counsel in 2025 as a receptionist and office administrator. She brings more than ten years of experience in office administration and client service, developed through roles in healthcare and other professional environments.
Since relocating to the Comox Valley, she has continued to build her front-office expertise through positions that emphasize organization, communication, and client care. At DeLuca Veale, she is dedicated to providing a warm, efficient experience for clients and supporting the administrative team in multiple ways.
Wendy Fortin-Mayers
Office Manager and Receptionist
Wendy joined DeLuca Veale Investment Counsel in 2026 as Office Manager and Receptionist. She brings over 25 years of experience in client service, customer relations, and marketing gained through roles in the non-profit sector, service industry, and tourism. With experience in both small family-run businesses and large corporations across diverse industries, Wendy brings her strong communication and organizational skills to support the DeLuca Veale team across a wide range of functions.
RealStream & DeLuca Veale
Connected by history. Distinct in purpose.
RealStream grew from its relationship with DeLuca Veale Investment Counsel, but the two businesses serve distinct roles today.
Learn more about how the organizations are connected and the experience behind RealStream.