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.

09/02/2026

The goal isn’t simply to grow wealth. It’s to structure, protect and use it with purpose—today and over the long term.

Let’s look beyond returns and build a plan around what matters most to you.

08/31/2026

Great financial ideas only create value when they’re put into action.

Whether it’s preparing for retirement, building wealth, or protecting your family’s future, a clear plan transforms good intentions into meaningful progress.

Let’s turn your financial goals into a strategy—and your strategy into action.

08/26/2026

A thoughtful estate plan can help Ontario families protect what they have built, reduce uncertainty and ensure their wishes are clearly understood.

The best time to plan is while every decision is still yours.

Speak with your wealth, legal and tax advisors to ensure your estate plan reflects your life today—and the legacy you want for tomorrow.

08/24/2026

A financial goal becomes more powerful when it has a plan—and a deadline.

Whether you’re preparing for retirement, building wealth, or planning your legacy, setting clear targets today can help turn tomorrow’s possibilities into measurable progress.

Let’s build a financial strategy around your goals.

08/19/2026

Let’s step back, look at the complete picture and make sure your wealth is working together.

This post is for general informational purposes and should not be considered personalized financial, tax or legal advice.

08/17/2026

Every financial journey comes with challenges—but each one is an opportunity to strengthen your strategy and move closer to your goals.

With thoughtful planning and trusted guidance, today’s obstacles can become tomorrow’s victories.

Let’s build a financial plan designed to help you move forward with confidence.

08/12/2026

Protecting what you’ve built requires more than investment performance. It takes a coordinated strategy that considers your business, family, tax obligations, estate plans, and long-term goals.

Success changes the conversation. Is your wealth plan evolving with it?

Let’s start a conversation.

08/10/2026

The financial decisions you make today can create more possibilities for tomorrow.

Whether you’re building wealth, preparing for retirement, or protecting what matters most, small intentional steps can make a lasting difference.

Let’s create a financial plan that helps move your future forward.

08/05/2026

Because success isn’t only about having more options. It’s about choosing the ones that align with what matters most to you.

08/03/2026

Building the future you truly want takes courage—and so does taking control of your finances.

With thoughtful advice and a personalized financial plan, you can move forward with greater clarity, confidence, and purpose.

Let’s build a strategy that reflects who you are and where you want to go.

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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