Our Leadership

Steve is a senior financial advisor with over 25 years’ experience in the financial planning advisory area. He uses his extensive knowledge in the areas of Retirement, Tax and Estate Planning to develop comprehensive financial plans for clients that help them achieve their financial goals. Steve has a talent for taking complex financial planning concepts and explaining them in simple understandable terms.

Steve graduated with a B. Admin. and a B. Commerce (Honours) from the University of Ottawa. He holds the designations of CERTIFIED FINANCIAL PLANNER^®, RFP (Registered Financial Planner), RRC (Registered Retirement Consultant), CEA (Certified Executor Advisor), and TEP (Trust and Estate Practitioner). 

He is a past national President and Chair of the Canadian Association of Financial Planners (now Advocis) and a past member of the Executive Committee of the Financial Planners Standards Council (now FP Canada).

Steve has lived in the Alta Vista area of Ottawa for over 30 years. He is a big supporter of the Ottawa Senators and is a huge music fan. Steve enjoys downhill skiing and he is active in the local Ottawa squash community.

Clients receive the highest level of professional advice and personal service. I take pride in the fact that we aim for the very best outcomes for you and your family.

Kevin is a Senior Financial Consultant with over 25 years of professional experience in financial services. He uses his extensive knowledge in all areas of financial planning - Investment, Insurance, Retirement, Tax and Estate Planning - to develop comprehensive financial plans based on clients’ personal financial goals. Kevin has a talent for understanding clients’ personal life planning objectives and explaining how simple financial solutions can be used to achieve these personal goals and objectives, however complex the situation.

Kevin has a B. A degree from Carleton University where he established a Graduate Scholarship in Cognitive Science to financially support new students. His active professional designations are the CFP (CERTIFIED FINANCIAL PLANNER designation), RRC (Registered Retirement Consultant) and CEA (Certified Executor Advisor). His other areas of deep community interest and financial support are the National Arts Centre Foundation and the Ottawa Hospital Foundation.

Kevin and his wife Helene are active parishioners of Notre Dame Cathedral located walking distance from their home, where they enjoy the sounds of the church bells at various times of the day. Their lay ministry duties and Helene’s choir singing are another joyful way of giving back to their community. A few years ago Kevin and Helene joined the pickleball community at Britannia Yacht Club, taking on this widely popular new sport for fitness, fun and building new friendships.

Kevin and his team specialize in the Private Wealth Planning Experience ™ available only from IG Wealth Management.

Raymond is a B. Commerce graduate (specialization in Finance) of the Telfer School of Business at the University of Ottawa.

He is an Associate Consultant with the Gobel & Associates team with over five years of experience in the Financial Services sector. Raymond previously worked at the head office of a financial services firm that services the needs of physicians and their families. He is actively involved in all areas of our practice. He provides support in client meetings, helps maintain financial plans, and executes trades while ensuring compliance standards are met. He has completed the Canadian Investment Funds Course (IFSE) and is currently working towards obtaining the CERTIFIED FINANCIAL PLANNER^® designation.

Raymond is an avid fisherman and has traveled around the world embarking on spectacular fishing trips. In his spare time, he also plays volleyball, hockey, and enjoys listening to music.

We have set a goal of being a world class financial planning practice and I enjoy the challenge of always improving our processes so that we deliver the very best for clients.