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.

07/13/2026

Set your course with purpose.

A strong plan helps you stay focused on your long-term goals — not every distraction along the way.

07/08/2026

Your investment portfolio is important, but it is not the full picture.

True financial planning connects your investments to your retirement goals, tax strategy, estate wishes, cash flow needs, and family priorities.

Because wealth is not just about growing money. It is about making sure your money works for the life you are trying to build.

07/06/2026

Success, progress, and opportunity rarely arrive by accident. They are built through intention, discipline, and consistent action.

The plan matters. The effort matters. The follow-through matters.

07/01/2026

Retirement gets a lot more real when it is no longer “someday.”

The five years before retirement can be one of the most important planning windows because small decisions now can have a lasting impact on your income, taxes, and flexibility later.

06/29/2026

A setback does not have to become your story.

Some days knock you down. Some seasons test your patience. But the most important move is often the simplest one: get back up and keep going.

06/24/2026

A cottage succession plan is not just about transferring ownership.

It is about protecting the memories, preserving family relationships, and making sure the financial side does not become a burden.

Before leaving the cottage to the next generation, speak with your financial, tax, and legal professionals to make sure the plan works for everyone involved.

06/22/2026

Excellence is built in the small things we do consistently — the preparation, the discipline, the follow-through, and the standards we hold ourselves to every day.

Success doesn’t come from one big moment. It comes from making quality part of the way you live and work.

Grateful for the opportunity and proud to be part of the IG community.
06/19/2026

Grateful for the opportunity and proud to be part of the IG community.

Grateful for an unforgettable experience at IG’s President’s Academy in South Africa.From the people to the views, this ...
06/19/2026

Grateful for an unforgettable experience at IG’s President’s Academy in South Africa.

From the people to the views, this trip was a reminder of how special it is to be part of a firm and team that celebrates hard work, growth, and shared success.

Thankful for the opportunity, the memories, and the incredible company along the way. 🇿🇦

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.

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

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