When life throws the unexpected your way, a strong insurance plan can mean the difference between disruption and resilience. At Gobel, Sampson & Associates - IG Private Wealth Management, we help you plan for uncertainty with a level of depth and customization that reflects the complexity of your life. Our Ottawa-based team builds tailored insurance planning strategies for high-net-worth individuals, professionals, and business owners across eastern Ontario, including Brockville and Cornwall. Whether you're focused on legacy, business continuity, or family security, we design coverage that fits seamlessly into your overall financial picture.
Life Insurance That Goes Beyond the Basics
For high-net-worth individuals, life insurance helps manage estate taxes, protect family harmony, and preserve wealth through carefully structured solutions. Business owners can use it to fund buy-sell agreements, protect against unexpected loss of key people, or create liquidity in a private business sale. We specialize in high-net-worth life insurance strategies that align with your broader financial plan and protect what you’ve worked so hard to build.
Disability Insurance That Protects Your Lifestyle
Your ability to earn income is your greatest asset. Disability insurance ensures your financial goals stay on track—even when life doesn’t. Whether it’s part of an executive benefits package or a stand-alone policy, we help clients in Ottawa and surrounding areas implement disability insurance that safeguards their income, business, and family lifestyle. For incorporated professionals and business owners, the right structure can offer both income replacement and tax efficiencies.
Critical Illness Insurance That Keeps You Afloat
A major health diagnosis can derail the most carefully laid plans. Critical illness insurance delivers a tax-free lump sum to help cover expenses, access treatment, and stay financially steady during recovery. We guide high-net-worth individuals and business owners through options that add a layer of stability, so a diagnosis doesn’t become a financial setback.
Integrated Estate and Insurance Planning
For clients focused on legacy, insurance planning plays a central role in minimizing tax, covering final expenses, and funding trusts or philanthropic goals. Our team specializes in high-net-worth estate planning strategies that use life insurance to create efficient, tax-smart estate transfers. Whether your estate includes a business, cottage, or charitable vision, we ensure insurance supports the full picture.
Why Our Clients Trust Us
With over 30 years of experience, Gobel, Sampson & Associates brings deep insight to complex insurance planning needs. We’re known for our meticulous attention to detail—whether it’s integrating corporate-owned life insurance, optimizing coverage across policies, or coordinating with accountants and lawyers. Clients often say, “No one’s ever shown me this before.” That level of rigour is what we’re built on.
A Plan That Holds When Life Shifts
Your insurance plan should be as dynamic as your life. We revisit and adjust coverage to ensure it continues to align with your goals, tax situation, and family needs. From small business estate planning to life insurance for high-net-worth individuals, we bring structure and clarity to every decision.
Insurance planning is about preparing with confidence. Let’s build a plan that protects your family, secures your business, and preserves your legacy.