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 |
The real meaning behind the question is more likely that investors want to know if their investment will go up rather than down. In truth, it’s impossible to know when the “perfect” time to invest is. Rather, if investors are nervous about when to invest, we would suggest buying in regular increments — perhaps monthly or quarterly — as trying to time the market is an exercise in futility.

You’ve worked hard to build your wealth and you want to take control of your legacy; but where should you start?

Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.

 

Videos

Q1 market review: a strong start to the year

IG’s Chief Investment Strategist, Philip Petursson, looks back at promising start to the year, despite some volatility.

IG Target Education Portfolios for RESPs

IG Target Education Portfolios make saving for post-secondary education easier and less stressful, so you can focus on your child’s more immediate firsts.

You deserve s’more from a financial plan

Not getting the financial advice you need? You definitely deserve s’more. A real financial plan from IG Wealth Management is more than investments. We also help with tax strategies, mortgages, retirement, estate planning, insurance.