Address

BMO Nesbitt Burns
1 Court House Square
Brockville, ON
K6V 3X2
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Our Approach

Our approach is different. Because our clients are different.

What is most important to you? At Dailey Investment group we will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.

Your investment advisor and their specialized team of experts are here to understand your life priorities and deliver on our commitment to:

  1. Assess your financial goals and level of risk tolerance
  2. Develop a strategic and effective in-depth plan based on your current financial picture
  3. Put your customized investment plan into action
  4. Monitoring its progress over both the short and long term, with a responsibility to keep you informed
  5. Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary

Wealth Management is a Family Affair

You and your family

  • Family issues

    • Your financial security
    • Assisting your parents
    • Assisting your children or grandchildren
    • Intergenerational Wealth Transfer
  • Protecting your lifestyle

    • Power of attorney
    • Disability income
    • Survivor income
    • Your personal health care
      • Critical illness
      • Long-term care
  • Investing for the future

    • Customized portfolio strategies
      • Overall savings strategy
      • Fee-based solutions
      • Managed programs
      • Discretionary investment management
      • Traditional investments
  • Retirement

    • Retirement planning
    • Retirement income options
    • Company pension transitions
    • Business succession
    • Tax savings/efficiency
  • Creating a legacy

    • Distributing your assets
      • Will and trusts
      • Estate preservation
      • Asset protection
  • Philanthropy and giving back

    • Your giving strategy
      • Private foundations
      • Community foundations
      • BMO NB Charitable Giving Fund