“The strength of the team is each individual member.
The strength of each member is the team.”
Iggy Mann, B.Comm, CFP
"Money has one purpose - to use. Our firm's priority is to help you maximize its value."
Iggy is a firm believer that each trusted advisor should do what they do best. His technical expertise is specialized insurance contracts which allow clients to use their money now, address tax issues for business, and to fulfill estate wishes.
In his 30 year career, Iggy has curated a vast network of resources. His strength is in connecting clients and colleagues to these industry experts.
Iggy is a graduate of the University of British Columbia’s Faculty of Commerce and holds the Certified Financial Planner designation. Beginning his career with London Life in 1989, he established Mann Financial in 1998.
Deluca Veale Investment Council
Collaborative Partner since 2012
Jonathan Veale CIM, CFA Portfolio Manager
Jonathan is co-founder of Deluca Veale Investment Counsel. He brings over 24 years of experience in investment management to the firm. After obtaining his undergraduate degrees from the University of Toronto and Ryerson, he began his investment career at Scotia McLeod. Subsequently during his tenure at CIBC Wood Gundy he was awarded the Fellow of the Canadian Securities Institute. While serving as branch manager, he went on to obtaining his Chartered Financial Analyst and Certified Financial Planner designations.
Richard DeLuca B.Comm, CIM, Portfolio Manager
Richard has over 17 years of experience in the investment industry. 12 of those years were spent as co-founder and portfolio manager at Deluca Veale and 5 years as an investment advisor for a multi national investment firm. After completing his Bachelor of Commerce degree from the University of Victoria, Richard went on to obtaining his industry designations with the Canadian Securities Institute, Professional Financial Planning and Canadian Investment Managers programs.
PPI's highly credentialed team of accountants, lawyers and actuaries are available to collaborate with our clients' advisors in a research and support role. They offer advanced tax and estate planning, in depth knowledge and experience, and customized solutions for complex client needs that demand sophisticated planning and strategies.