The Dailey Investment Group is a team of 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.
Our Business Beliefs
We believe capital markets will create significant opportunities and challenges in the future and thus increase the value of advice.
We believe being successful in the market requires a very powerful firm behind you.
We believe that information does not create knowledge or wisdom.
We believe that wealth should not be invested until a financial plan is implemented.
We believe a successful client and advisor relationship is built upon mutual trust and honesty.