We offer investment planning that fits your full financial picture. Based in Ottawa and serving clients in Brockville, Cornwall, and across eastern Ontario, we design investment strategies that reflect who you are and where you’re going. As trusted high-net-worth investment advisors, we build plans that support your retirement, protect your legacy, and give every dollar a direction. Whether you're selling a business, building generational wealth, or preparing for the next chapter, we align your portfolio with your long-term goals.
Learn more about IG’s investment management team and the portfolio manager selection process.
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. Today, responsibly investing to achieve your long-term financial goals includes integrating sustainable investment principles in order to generate positive outcomes for your portfolio and the world around us – now and for future generations.
We define sustainable investing as an investment approach that combines material environmental, social and governance (ESG) factors with traditional financial analysis and active ownership. This approach reduces investment risk while enhancing long-term outcomes for both our clients and the world around us. There are several other investing strategies and products that fall under the sustainable investing umbrella. While some terms are used interchangeably, it helps to remember that we are focused on a broader investment approach that isn’t limited to investing in a specific product.
IG Climate Action Portfolios
There’s a massive global response underway to combat the threat posed by climate change. The shift to a low-carbon economy could create huge investment opportunities. IG Climate Action Portfolios offers the potential for your investments to have a positive impact on the planet while also benefiting from the growth created by this economic transition.
Beyond the Market: a Custom Investment Plan
As leading investment advisors Ottawa families and business owners trust, we don’t just look at markets—we look at your life. Retirement timelines, tax strategy, business liquidity, estate plans—all of these impact how we invest. We guide you through changing priorities and market shifts with plans built to evolve. That means rebalancing when your goals shift, adjusting allocations to match life transitions, and ensuring your investments keep pace with your ambitions.
High-Net-Worth Strategies That Work Across Generations
As one of the top high-net-worth investment firms in the region, we specialize in integrating investment portfolios into a broader financial strategy. That includes retirement income planning, tax optimization, estate planning, and liquidity needs. For high-net-worth individuals, we bring tailored insight into risk-adjusted growth, capital preservation, and diversification across asset classes. We also help incorporate alternative investments for high-net-worth portfolios, including private equity, real estate, and income-generating assets that support your lifestyle while mitigating volatility.
Tax-Smart Investing and Income Generation
Tax is one of the biggest drags on investment returns—and one of the most controllable. We bring advanced tax strategies to your investment plan, including strategic asset location, tax loss harvesting, and withdrawal sequencing to minimize erosion and maximize after-tax growth. Whether you’re drawing income in retirement or building wealth for the future, we ensure your investments support your cash flow while remaining tax-efficient and forward-thinking.
A Partnership Built on Clarity and Care
As investment advisors, our job is to translate complexity into clarity. That means explaining options, testing scenarios, and helping you make decisions that feel right. Whether you’re just starting to invest after a liquidity event or refining a well-established portfolio, we meet you where you are with strategy, structure, and confidence.
Who We Help
We serve high-net-worth individuals, small business owners, incorporated professionals, and families seeking more from their investment planning. Whether you’re looking for personalized advice from a dedicated investment advisor in Ottawa or exploring alternative investments for high-net-worth portfolios, Gobel, Sampson & Associates is here to help you build wealth with clarity and purpose.