Harvey & Daleo Group Private Wealth Management

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.

06/17/2026

In Ontario, estate planning is not just about “who gets what.”
Your investment portfolio is only one part of the picture. The way your wealth is structured can matter just as much as the amount you leave behind.

If you have not reviewed your estate plan recently, it may be time to make sure everything still lines up.

06/15/2026

The way we think shapes the way we act, and the way we act shapes the results we create.

In wealth management, long-term success often starts with the right mindset: patience, discipline, clarity, and consistency.

When you focus on building wisely today, you give your future self more options tomorrow.

06/10/2026

The goal is not only to build a large balance. The goal is to turn your assets into dependable cash flow that supports your lifestyle with confidence.

For Ontario retirees and pre-retirees, this is where proper coordination between your financial planner, investment strategy, accountant, and estate plan can make a meaningful difference.

At Harvey & Daleo Group, we help clients look beyond the retirement date and focus on the income plan behind it.

Let’s build your retirement income plan.

This post is for general information only and should not be considered personalized financial, tax, or investment advice.

06/08/2026

Perfection may never be fully within reach, but the pursuit of it is what pushes us to grow, improve, and raise our standards.

In wealth management, the goal is not to create a “perfect” plan. It is to build a thoughtful, disciplined strategy that adapts as life changes.

When you consistently aim higher, review often, and stay committed to progress, excellence becomes the result.

06/03/2026

Business owners spend a lot of time thinking about how much their corporation earns — but not always enough time thinking about how they personally take income out.

Salary, dividends, or a mix can each affect tax, CPP, RRSP room, cash flow, and retirement planning.

The right answer is rarely one-size-fits-all.

06/01/2026

Success starts with making the right decisions—and having the confidence to stand by them when challenges arise. Stay grounded in your values, your goals, and your direction.

05/27/2026

For many families, retirement readiness is not just about having enough money.

It’s about having confidence that your income, investments, tax strategy, and long-term goals are working together.

Before retirement, ask yourself:

“Do I just have a retirement plan, or do I understand how I will actually live it?”

05/25/2026

Hard seasons don’t last forever—but quitting can make them permanent.
Growth, resilience, and success are often built in the moments where it would be easier to give up. Keep pushing forward.

05/20/2026

A second property can create opportunity — but only when it supports your overall financial plan, not competes with it.

05/18/2026

The way you speak to yourself matters more than most people realize.

Success often isn’t blocked by opportunity — it’s blocked by the belief that you’re not ready, not capable, or not worthy of more. The stories we repeat become the limits we live by.

Change the narrative, and you change the direction. 💭

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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