Who are we?
The Dailey Investment Group is a team of three wealth advisory professionals who choose to work with a small select number of clients in Brockville and the surrounding area.
With diligence and dedication we work together to provide our clients, their businesses and their families with a wide-range of wealth management strategies.
Our wealth planning services includes all aspects of financial planning such as, retirement, insurance, estate, wealth transfer planning and succession planning for business owners, as well as fulfilling our role as a full service Brokerage. When additional expertise is required to help a client achieve their financial and life goals we will not hesitate to connect to a broad range of professionals such as lawyers, lenders and accountants to gain their perspective and advice.
By using this process of consultation we are able to customize plans and solutions that will help ensure our clients reach their goals.
Tailored for your Investment needs
The Dailey Investment Group is dedicated to making your wealth management experience personal, comprehensive, and tailored to your individual needs. We take a holisitic approach to your situation and advise you how to secure your future and your dreams.
Getting to know you
We want to get to know you. Tell us about your background, your family’s needs, your dreams, your goals, and your long-range plans or questions. Armed with information about your world, and your current financial arrangements, we will be able to guide you with the best service that we have to offer. We will be your Wealth Advisor, your Personal CFO.
A road map for success
Working with you as a unique individual, we will tailor a Wealth plan that makes sense for you. The goal is for you to have a road map on the trip of life, to help you navigate successfully from point A (where you are today) to B (where you want to go). Financial planning can be overwhelming or confusing to many people, and we are here to find the best and most manageable solutions for you.
•Comprehensive and individualized Wealth Management