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

IG Private Wealth Management |
On Monday, April 19, 2021, Deputy Prime Minister and Minister of Finance Chrystia Freeland presented the 2021 Federal Budget which contains several measures of interest to IG Wealth Management and its clients. This summary contains highlights of these proposals, which are not yet law.
IG Private Wealth Management |
When most of us think of year-end tax planning, we typically consider our personal situation. Yet, there are many tax-opportunities for business owners to explore as we near the end of another calendar year. The following tips assume your business is unincorporated or your corporation has a December 31st year-end, although some tips may also apply to corporations with an off-calendar year-end.
IG Private Wealth Management |
To take full advantage of the tax-deferred growth available when investing in a tax-free savings account (TFSA), many Canadians strive to maximize their TFSA contributions as early in the year as possible. However, while the goal with a TFSA should be to contribute as much as you can within the limits of your available contribution room, you also need to be mindful not to over-contribute. Putting more money in a calendar year than you’re allowed by law could result in penalties. The severity of which will depend on the circumstances of the over-contribution.

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Our Philosophy

We manage the complexities of your wealth to enhance your financial well-being.

IG Living Plan

The IG Living Plan is a holistic plan that considers your full financial life and looks at whether you’re saving enough, spending wisely, and properly protecting yourself from the unexpected.

Sustainable Investing

Since 1926, IG Wealth Management has been developing innovative ways to responsibly invest our clients’ capital in order to maximize their investment returns.