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Jason Dailey
Michele Starkey
Phil Comtois

Tel: 613-498-2228

Address
1 Court House Square
Brockville, ON
K6V 3X2
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Who are we?

The Dailey Investment Group is a team of  three wealth advisory professionals servicing the needs of investors 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.

Our specialties

•Comprehensive and individualized Wealth Management
•Estate Planning
•Retirement Planning
•Investment Strategies
•Insurance Strategies
•Financial Solutions

Important Notices

Adding funds to BMO NB via online

Online deposit instructions

 
You have the ability to make a deposit, contribution or administration fee payment into your BMO Nesbitt Burns Accounts through the bill payment process of your financial institution's online banking, telephone banking or ABM Service.

How It Works:

You need to set up your BMO Nesbitt Burns account as a biller (or payee) via your financial institution's online or telephone banking service. Using your 10-digit BMO Nesbitt Burns account number, you will be required to follow the standard process of making an online banking, telephone banking or ABM bill payment. There is no fee charged by BMO Nesbitt Burns for using this service.

There are three BMO Nesbitt Burns biller (or payee) options, each with a different function:
  1. BMO Nesbitt Burns - Deposits and Regular Contributions: Select this biller to make a deposit or payment to your Investment (non-registered) account or to make a personal contribution into your RRSP or TFSA.

  2. BMO Nesbitt Burns - Spousal Contributions: Select this biller to make a spousal contribution into your Spousal RRSP account.

  3. BMO Nesbitt Burns -- Administration Fees: Select this biller to pay your annual administration fee for your RRSP, RESP, RRIF, TFSA, LIF or LIRA account. This biller should not be used to make a contribution into any of these accounts. Multiple fees must be paid individually.
Please note, that albeit transactions are typically back-dated, there will be a lead time of 2-3 business days to process these payments for BMO Bank of Montreal clients and 2-5 business days to process these payments through other financial institutions. You should keep this in mind when making a deposit to cover a trade settlement or a contribution close to the deadline.

All deposits, payments or contributions will be accepted in Canadian funds only. Limit of transaction amount will vary depending on your account set-up with your financial institution.