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.

06/03/2026

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. 💭

05/13/2026

The good news?
With the right structure, higher income can become the foundation for long-term wealth, not just higher spending.

The key is making sure your financial strategy evolves as your income does.

05/11/2026

“Small shifts in mindset create big shifts in results. The difference isn’t always strategy—it’s attitude.”

05/06/2026

The question isn’t “How much do you make?”
It’s “How much are you actually keeping—and growing?”

If you’re earning well but still feel behind, it may be time to look beyond income—and start focusing on structure.

05/04/2026

Your financial life doesn’t have an expiry date. Whether you’re building, pivoting, or protecting—new goals can reshape your future at any stage. The question isn’t when you started… it’s what you do next.

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

Website

https://outlook.office365.com/owa/calendar/[email protected]/bookings/,

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