An Elevated Experience_{Personally & Professionally}

Harvey & Daleo Group Private Wealth Management is an exclusive combination of financial planning, coaching, and investment management. A team of professionals committed to performance-based planning. We believe wealth planning shouldn't be made of copy and paste solutions but rather created with the same unique care that you provide to your family and business.

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38

years of Experience

With over 38 years of combined experience, our team has the expertise and experience to address the most complex and evolving needs of clients.

We provide direct support to our Private Client families

Our support covers a variety of areas, including but not limited to:

Facilitation of Family Meetings

Philanthropic & Charitable Giving

Next Generation Education & Planning

Financial Literacy & legacy discussions

Documentation Review

Key Person Coaching

Family Governance and Planning. Your Values, Your Legacy

Our team has deep experience in working with families to develop customized solutions to fortify meaningful connections, foster independence, empower the next generation, and prepare loved ones to manage wealth.

Governance and education start with identifying what matters to you the most – your values, goals, interests, and needs. Our personalized approach is designed to protect your legacy and help you achieve your family’s long-term objectives.

Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc. (in Quebec, a firm in financial planning). Additional investment products and brokerage services are offered through the Investment Dealer, IG Wealth Management Inc. (in Quebec, a firm in financial planning), a member of the Canadian Investor Protection Fund.

Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Québec). Mortgages are offered by Investors Group Trust Co. Ltd., a federally regulated trust company, and brokered by nesto Inc. Licences: Mortgage Brokerage Ontario #13044, Saskatchewan #316917, New Brunswick #180045101, Nova Scotia #202507230; Mortgage Brokerage Firm Quebec #605058; British Columbia, Alberta, Manitoba, Newfoundland/Labrador, PEI, Yukon, Nunavut, Northwest Territories. Mortgage advisors are licensed professionals and equivalent to the following titles per province: Sub Mortgage Broker/Mortgage Broker in British Columbia, Mortgage Associate/Mortgage Broker in Alberta, Associate/Mortgage Broker in Saskatchewan, Salesperson/Authorized Official in Manitoba, Mortgage Agent/Mortgage Broker in Ontario, Mortgage Broker in Quebec, Mortgage Associate/Mortgage Broker in New Brunswick, Associate Mortgage Broker/Mortgage Broker in Nova Scotia, or Mortgage Broker in Newfoundland & Labrador.

Harvey & Daleo group

HARVEY & DALEO GROUP

Harvey & Daleo Group