Edgestone Partners was founded in 2012 and brings with it over 32 years of financial planning experience. Along with our strategic partners, we will help guide your decision making in the areas of asset management, estate and financial planning and insurance planning.
Our Team
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.
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 has twenty-seven 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 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.