Jason Daleo, Rrc
About Jason Daleo, Rrc
Jason Daleo is a Division Director and Wealth Management Professional at IG Wealth Management, where he has worked since 2016. He specializes in financial planning services for medical professionals, business owners, and high net worth families, offering comprehensive solutions across various financial areas.
Work at IG Wealth Management
Jason Daleo serves as the Division Director and Wealth Management Professional at IG Wealth Management, a position he has held since 2016. Based in Ancaster, Ontario, he focuses on providing tailored financial planning services to clients. His work involves helping clients achieve financial independence through customized planning tools and strategies. Daleo has been with IG Wealth Management for eight years, emphasizing a client-centered approach to wealth management.
Education and Expertise
Jason Daleo has a diverse educational background in financial planning. He studied at the Canadian Institute of Financial Planning from 2016 to 2020, where he gained comprehensive knowledge in financial management. Additionally, he attended the Ifse Institute in 2016 for a brief period. Daleo also studied at McMaster University, further enhancing his academic credentials. His expertise lies in providing financial planning services to medical professionals, business owners, and high net worth families.
Background
Before his current role, Jason Daleo worked at the Hamilton Bulldogs Hockey Club as Vice President from 2002 to 2007. This five-year experience in a leadership position contributed to his skills in management and client relations. His transition to wealth management reflects his commitment to helping individuals and families achieve their financial goals.
Financial Planning Services Offered
Jason Daleo specializes in a wide range of financial planning services. He provides comprehensive solutions in investment planning, home ownership, education planning, business planning, retirement planning, estate planning, cash flow management, and debt management. His focus on these areas allows him to address the unique financial needs of his clients, ensuring they receive tailored advice and strategies.