About Us

Welcome to Rob Eby & Associates Private Wealth Management. We have built our business around the individual needs of clients' transition to and through retirement. We have a financial planning business with over 140 years of experience.

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Our Approach

We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. We have created a unique approach to income protection which helps you enjoy your life to the fullest by using advanced strategies to protect your income during retirement.

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Who We Serve

We are committed to helping affluent Canadians manage the complex and evolving needs of their wealth. The IG Living Plan is for successful people who like working with professionals, are open to new ideas, and who are willing to take the time to plan for the future. They also take responsibility for being engaged in the planning and implementation process.

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Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, Rob Eby & Associates Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

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

 Rob was an invaluable resource to me in solidifying a financial plan that kept my mind at ease through the recent financial crisis. I would recommend him to anyone who wants a responsive, knowledge, and truly caring advisor who will stick with you for the long run!  

Kelly

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Education Centre

IG PRIVATE WEALTH MANAGEMENT |
In response to the COVID-19 pandemic, employers have embraced an environment where employees work from home. With the opportunity to work from home, some Canadians are taking the opportunity to work from anywhere. For some that means working from the cottage or working from a foreign location. Before you switch from working from home to a location of your choice, there are a few things that you should consider.
IG PRIVATE WEALTH MANAGEMENT |
With an increasingly aging population, issues around providing services, including financial advice to seniors, are becoming more important. While attention is often focused on funding retirement and wealth transfer to the next generation, susceptibility to fraud often goes unnoticed.
One important lesson from the COVID-19 upheaval of the past year is just how ill-prepared many Canadians are for any disruption to their finances. That has opened up a significant opportunity for the financial advisory industry to enhance its relevance and value by adopting a more holistic approach to financial planning and ensuring investors consider all aspects of their financial well-being.

Videos

Discover a Synchronized Approach

One Cottage. Four kids. How will you divide it up without dividing them up? Enjoy a synchronized approach to leaving your legacy.

Our Philosophy

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

2020 Market Outlook

Don't expect a recession, but the markets and economies won't grow at a torrid pace, either.

 

Our Leadership