About Us

Welcome to Gobel & Associates Private Wealth Management. Our decades of experience provide you with high quality financial advice and exceptional client care. We are proud to serve families with whom we develop strong, lasting relationships.

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Our Approach

With your unique needs in mind, we design a customized financial plan to help you make more optimal decisions that lead to better outcomes for you - whether that’s peace of mind, investing with confidence, saving taxes, maintaining your lifestyle in retirement or sharing your wealth in a meaningful way.

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Who We Serve

We serve high net worth families, professionals, and business owners with a focus on retirees and pre-retirees. Our team-based approach ensures that you and your family always receive holistic advice and a customized personal experience.

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Our Solutions

Gobel & Associates offer you a sophisticated approach to wealth management by creating tailored financial planning strategies to meet your short and long term goals. Our process is holistic, dynamic and tailored to your specific needs. We ensure that you are using the most tax-efficient strategies to optimize your retirement income, manage cash flow efficiently and prepare for the unexpected.

Tax Planning

Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.

Investment Planning

We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.

Estate Planning

Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.

Our Leadership

 When we first started working with Steve, we had no idea he could help us with all of our financial needs. The breadth of the help he has been able to give is impressive. On the one hand he’s helped us with our retirement, estate planning and wills – on the other hand, he’s been working with our two sons who are just starting out with their investments. We realized the importance of starting early so we encouraged our kids to take the advice now. Steve is very professional and credible, and we value having someone we can trust to pay attention to the finances so we can get on with other things. Even when we stood back to take a look at the bigger picture and other options, we still feel this is the right fit for us.

Laura H. & Perry M. - Ottawa, Ontario

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Education Centre

Determining the value of your business is a crucial step when considering selling. The valuation process can be complex, involving both quantitative assessments and qualitative judgments. This article guides medium-sized business owners on how to value their businesses.
IG Private Wealth Management |
Succession planning requires identifying and developing potential leaders within your organization who can step into critical roles when current leaders leave, retire, or otherwise can't perform their duties. Here are some reasons why it's vital.
IG Private Wealth Management |
Selling a business is a significant decision, often marking the culmination of years, if not decades, of hard work, perseverance, and dedication. The process can be complex and emotionally charged, and being well-prepared is key to ensuring a smooth transition and achieving the best possible outcome. This article will provide a detailed checklist to help guide medium-sized business owners through the necessary steps in preparing for the sale of their business.


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You deserve s’more from a financial plan

Not getting the financial advice you need? You definitely deserve s’more. A real financial plan from IG Wealth Management is more than investments. We also help with tax strategies, mortgages, retirement, estate planning, insurance.