As the co-lead and senior consultant for the Harvey & Daleo Group, Greg is an experienced and respected financial consultant. He is well regarded for his systematic approach to helping achieve their financial goals. Greg holds the highest ethical standards and is dedicated to his community. He was awarded the 2021 Herbert H. Carnegie Community Commitment Award in recognition of his efforts of outstanding customer service and exceptional long-term community service.
Greg is a graduate of Western University and Ottawa University and has also attained the CERTIFIED FINANCIAL PLANNER®, Elder Planning Counselor, and the Registered Retirement Counselor designations.
He enjoys coaching and playing hockey, is an avid golfer, and cherishes spending time at the cottage with his family.
As the co-lead and senior consultant for the Harvey & Daleo Group, Jason specializes in serving high-net-worth individuals and families, medical professionals, and business owners. He elevates confidence through consistent, open communication and impactful dialogue, supporting educated decisions with a custom, comprehensive financial plan.
Jason’s vision and unique financial planning process guides clients through wealth creation, tax-efficient retirement, and custom estate planning, essential for family legacy. Jason resides in Ancaster, Ontario with his wife and is a proud father of four amazing kids.
His strong belief in family values fuels solid business decisions, helping all clients make financial choices with integrity and honesty.
Born and raised in Hamilton, a proud graduate of Mohawk College and a student athlete. Justin’s passion for building relationships, elevates his enthusiasm in the financial planning role to assist our clients' needs. Applying strong communication skills with his ability to listen, learn and implement strategies for our clients provides the core focus of sound financial planning advice.
As part of Justin’s key role in the Harvey & Daleo Group, he is front and center delivering support and top-level customer service to our clients through their journey and path to achieve their financial goals. Justin is active in the Hamilton community through many charities and in his recreational time, he is still heavily involved in community sports.
With over 10 years at IG Wealth Management, Giorgio is a CERTIFIED FINANCIAL PLANNER professional working with the Daleo Group Private Wealth Management Team, playing an integral role in the construction and implementation of our IG Living Plans. He studied Economics, Statistics and Computer Science at McMaster University and has continued his education through the Canadian Institute of Financial Planning.
An academic and analytical background provide a unique skillset that helps build customized financial planning solutions for our clients based on their unique goals and circumstances. Giorgio was born and raised in Niagara Falls and currently resides in Hamilton with his wife Lisa.
A Graduate of Brock University and Registered Retirement Counsellor, Julie brings a ‘big picture’ focus to her clients financial planning. With an education concentration in sociology and human resources she understands how to coach behaviour and recognizes clients’ needs in a uncertain markets. Julie specializes in insurance and she is uniquely qualified to meet a diversity of client’s insurance needs from living benefits to estates. Whether saving for retirement or budgeting for a child’s education, her expertise and 17 years of financial experience has our clients feeling secure and confident in their future.
Julie lives in Brantford with her husband Joe and her two children Chelsea and Chase. When away from the office, she is often found running with her two dogs, Presley and Hudson. Cheering on her son at Brantford Red Sox baseball games or supporting her daughter at a Cheer competition. She enjoys spending time with her family and travelling whenever the opportunity arises.
Cameron is a vibrant young professional and is a licensed financial and insurance professional, renowned for his strategic acumen and innovative client service. With a solid foundation in marketing and business management, he has thrived at the Harvey & Daleo Group. His proactive approach and unwavering commitment to exceptional client communication have quickly established him as a reliable and forward-thinking executive.
Raised in Ancaster, Ontario, Cameron's strong sense of community and passion for teamwork were evident from an early age. Outside of work, he remains deeply connected to his roots, actively participating in local community and music events, infusing his dynamic energy into everything he does.
Stacey joined IG in January of 2017. With extensive customer service experience, Stacey has a very high standard for the service she provides to clients. Her goal is to exceed the expectations of clients each and every time.
She lives in Caledonia and has three grown children, Kelsey, Kyle and Ciara. She enjoys kayaking, spending time with family and friends and is an avid Rae Dunn pottery collector.
Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.
We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning Team is lead by the following individuals: