CERTIFIED FINANCIAL PLANNER®️ Professionals Ottawa Families Rely On
At Gobel, Sampson & Associates - IG Private Wealth Management, we provide high-net-worth wealth management for business owners, professionals who want true clarity in their financial life. Based in Ottawa and serving clients across eastern Ontario, including Brockville and Cornwall, we specialize in customized strategies that help our clients make smarter, more confident decisions around retirement, tax planning, wealth transfer, and business exits. Our team includes some of the best high-net-worth financial advisors in the region, known for deep planning, proactive communication, and meaningful relationships that span decades. We take pride in delivering personalized private wealth management built around your priorities, your goals, and your life’s complexity.
A Foundation Built On Experience and Education
With over 30 years of experience, Gobel, Sampson & Associates brings the kind of insight that only comes from time spent solving real-world planning challenges. Our team includes CERTIFIED FINANCIAL PLANNER®️ professionals who go well beyond the basics to address the full spectrum of needs our clients face. We serve as a high-net-worth financial advisor for individuals navigating business transitions, retirement timing, and complex intergenerational planning.
We hold advanced designations like CEPA, giving us unique skillset in business exit planning, and MFA-P for additional expertise in philanthropic planning. Our long history in private wealth management means we’ve seen it all, and we’re always learning more to serve you better.
Planning That Reflects Your Real Life
We believe that wealth management for high-net-worth individuals should reflect the real decisions you make every day. That’s why we dig deep into cash flow, tax strategy, retirement income modeling, and estate planning. We use tools like CRA “Represent a Client” for integrated tax reviews and create highly detailed plans that align with both current needs and long-term goals.
Clients often say, “No one’s ever done this for me before.” That’s because we bring a level of depth and rigour most advisors don’t touch, combining the insights of a certified financial planner with the coordination of a full financial team.