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.

10/14/2026

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.

09/23/2026

we help Ontario families make informed decisions about their wealth—with clarity, discipline and a long-term perspective.

Connect with our team to schedule your year-end portfolio review.

09/21/2026

Your time—and your financial future—are yours to shape. Build a plan that reflects the life you truly want.

09/16/2026

Life changes. Families evolve. Laws and financial circumstances shift. A regular review can help ensure your estate plan remains practical, aligned, and ready to work as intended.

When did you last review yours?

09/15/2026

Don’t let doubt hold your financial goals back. A clear plan can turn uncertainty into confident action.

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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