Our Team

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Image of Jason Daleo

Jason Daleo

Senior Consultant
RRC

As the lead and senior consultant for the Daleo Group, our focus is aimed at high-net-worth individuals & families, medical professionals, and business owners. Our core principles include tax, estate, and legacy planning strategies creating the foundation of wealth building, structured around our client’s comfort and goals.

We strive to instill confidence in our clients through consistent and open communication, secured by our commitment to create impactful dialogue, in a very simple and concise manner, supporting and encouraging educated decisions though a custom, comprehensive financial plan.

With our unique financial planning process, we will guide you through wealth creation, tax efficient retirement and a custom estate plan which can be essential to your family legacy. Services include - Financial Planning, Investment Strategy, Risk Management through Insurance strategies & Mortgage Planning.

Meet Jason

Business Development

Image of Justin Fliss
Associate Consultant

Born and raised in Hamilton, a proud graduate of Mohawk College and a student athlete. Justin’s passion for building relationships, elevates his enthusiasm in the financial planning role to assist our clients' needs. Applying strong communication skills with his ability to listen, learn and implement strategies for our clients provides the core focus of sound financial planning advice.

As part of Justin’s key role in the Daleo Group, he is front and center delivering support and top-level customer service to our clients through their journey and path to achieve their financial goals. Justin is active in the Hamilton community through many charities and in his recreational time, he is still heavily involved in community sports.

With over 10 years at IG Wealth Management, Giorgio is a CERTIFIED FINANCIAL PLANNER professional working with the Daleo Group Private Wealth Management Team, playing an integral role in the construction and implementation of our IG Living Plans. He studied Economics, Statistics and Computer Science at McMaster University and has continued his education through the Canadian Institute of Financial Planning.

An academic and analytical background provide a unique skillset that helps build customized financial planning solutions for our clients based on their unique goals and circumstances. Giorgio was born and raised in Niagara Falls and currently resides in Hamilton with his wife Lisa.

Image of Giorgio Di Paola
Marketing & Business
Engagement

Cameron is a dynamic professional in the field of business development, having carved a niche for himself with his strategic acumen and innovative approach to client servicing. Raised in Ancaster, Ontario, Cameron’s early years were marked by a strong sense of community and a passion thriving in a team environment. He pursued his education with a focus on marketing & business management, which laid the foundation for his role within the Daleo Group.

In his current role, he has honed his skills in identifying growth opportunities and building lasting strategic partnerships. His proactive approach and commitment to excellence have earned him a reputation as a reliable and forward-thinking executive team member. Outside of work, Cameron remains connected to his roots in Ancaster, often participating in local community & music-based events.

Regional Specialists

Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.

Corporate Experts

We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning Team is lead by the following individuals:

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