Edgestone Partners was founded in 2012 by Iggy Mann and Dave Kraemer by combining 49 years of financial planning experience.  This highly credentialed team, along with their strategic partners, will help guide your decision making in the areas of

asset management, estate and financial planning, insurance and corporate benefits.

OUR TEAM

Iggy graduated from the University of British Columbia’s Faculty of Commerce in 1989 and holds a Certified Financial Planner (CFP) designation.  He has worked in the industry for the past 24 years, with most of that time spent operating his own successful financial planning company.

 

Iggy has a keen interest in helping people make sense of their financial picture, bringing in an analytical approach with a high attention to detail.  Iggy is an active member of his community of South Delta and volunteers his time coaching minor sports and participating in local projects.

Iggy Mann, B.Comm., CFP

After graduating from UBC Economics in 1988, Dave has gone on to attain his CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), CHS ( Certified Health Specialist) designations.  Dave has experienced the industry at the management, corporate and advisory levels.

 

Dave enjoys helping clients minimize their financial stress, allowing them to focus on what is important in their lives.  Dave contributes to his community of South Delta as a volunteer coach of youth sports.

Dave Kraemer, B.Econ., CLU, ChFC, CHS

STRATEGIC PARTNERS

De Luca Veale Investment Counsel is a firm specializing in discretionary portfolio management.  Their focus is to provide customized and risk appropriate portfolios in a lower fee, tax efficient environment.  Depending upon the complexity of your financial needs, we work closely with De Luca Veale to tailor a portfolio for you based on your unique goals, time horizon, income needs, tax considerations and risk tolerance

Jonathan Veale CIM, CFA – Portfolio Manager

Jonathan has twenty years of experience as an investment professional specializing in asset and portfolio management.

 

He holds the Canadian Investment Managers (CIM) designation and his Certified Financial Analyst (CFA).

Richard De Luca  B.Comm, CIM – Portfolio Manager

Richard is a founding partner of De Luca Veale and spent thirteen years specializing in asset and portfolio management.

 

In addition to his Bachelor of Commerce Degree, he holds the Canadian Investment Manager (CIM) designation.