Harvey & Daleo Group Private Wealth Management

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Harvey & Daleo Group Private Wealth Management Harvey & Daleo Group
Private Wealth Management - IG Wealth Management Inc, Mutual Fund Division
Greg Harvey
Jason Daleo
Financial Planner Services

Here at the Daleo Group we provide expert financial planning in the heart of Ancaster! Our experienced advisors understand the importance of a well-designed financial plan that covers retirement, tax efficiency, tax planning, and estate planning. With meticulous analysis and comprehensive expertise, we create tailored strategies to optimize your finances. Whether you're saving for your children's education or planning for a secure retirement, our team ensures every aspect of your financial well-being is strategically addressed. Trust the Daleo Group to provide you with the guidance and expertise you need to achieve your financial goals and secure a prosperous future in Ancaster.

10/26/2026

Take the next step toward your financial goals. Small actions today can help build a stronger tomorrow. take the next step toward your financial goals. Small actions today can help build a stronger tomorrow.

We had a wonderful time at the 2026 IG Private Wealth Management Summit in Winnipeg as IG celebrates its 100th anniversa...
10/23/2026

We had a wonderful time at the 2026 IG Private Wealth Management Summit in Winnipeg as IG celebrates its 100th anniversary.

Very inspiring to come together in a city that has played such an important role in IG’s history and to reflect on a century-long legacy of advice, innovation and helping Canadians build greater financial confidence.

Our sincere thanks to all the speakers who shared their knowledge and perspectives, as well as the organizers and everyone working behind the scenes who made the summit such a memorable experience. We’re grateful to have been part of this milestone celebration and excited for the next chapter.

10/21/2026

The goal isn’t necessarily to become more conservative overnight. It’s to ensure every part of your financial life is working together—your investments, taxes, retirement income and estate plan.

A thoughtful strategy after 55 can create greater clarity, flexibility and confidence for the years ahead.

When did you last pressure-test your retirement plan?

10/19/2026

Financial progress comes from action, not intention. A clear plan is the first step toward making your goals happen.

10/14/2026

The goal isn’t simply to minimize this year’s tax bill. It’s to make informed decisions that support your broader financial, family and legacy goals.

If your wealth has evolved but your tax approach hasn’t, it may be time for a more coordinated conversation.

Are your tax decisions being driven by habit—or by design?

10/12/2026

Challenges build strength—and a strong financial plan builds confidence for whatever comes next.

10/07/2026

The sooner the issue is addressed, the less costly it may be.

Careful contribution tracking is a small but important part of a well-coordinated wealth plan. If you’re unsure where you stand, our team can help you review your registered accounts before your next contribution.

This information is general in nature and is not intended as personalized tax or financial advice.

10/05/2026

Preparation turns opportunity into progress. The same is true for your financial future—plan today so you’re ready when your moment comes.

09/30/2026

Let’s build a plan designed around the life—and legacy—you’re working toward.

09/28/2026

A strong financial plan prepares for more than one path. When life changes, having a Plan B helps keep your goals on track.

Address

260 Lynden Road Suite 1
Brantford, ON
N3R0B9

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 4pm

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