Welcome to Lobo & Associates Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.
We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years.
We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.
With an enhanced team-based approach that provides both local and national industry expertise, Lobo & Associates 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.
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.
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.
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.
The financial planning that Lawrence and his team have been able to offer gives me confidence in my future and takes a lot of stress off my shoulders. He takes my concerns into consideration and is actively involved in creating a plan that suits our needs.
Download our free whitepaper for more information on TFSAs and RRSPs, and to help determine where best to invest.
IG’s Chief Investment Strategist, Philip Petursson, looks back at promising start to the year, despite some volatility.
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.
IG Private Company Advisory provides strategic and transaction advisory services for mid-market companies.
