In our practice, Gobel, Sampson & Associates are committed to helping successful Canadians manage the complex and evolving needs of their wealth. Whether you are planning for retirement, recently retired or have a growing business, we take a holistic approach to your overall financial well-being. Clients and their families are at the heart of everything we do, every day.

We have helped clients across a range of needs and goals that include:

 

Pre-retirees and Retirees

You may have spent your working life accumulating wealth. Now you are getting ready to move to the next phase. This will involve a fundamental change in how you view and manage your wealth. While looking at ways to increase it, you are now also looking at ways to protect it to maintain your lifestyle and leave a legacy. The next stage of your life will be different. Planning for retirement is one of the most important areas of financial planning. In the 10-15 years before and after your retirement you have many important financial decisions to make. We will help you make these decisions in the context of a comprehensive financial plan.

 

Business Owners and Entrepreneurs

We work with business owners and entrepreneurs who have spent years and even lifetimes building their business. Whether you are just starting out or have an established business, we can help you maintain your lifestyle now and throughout your retirement. Building wealth goes beyond running a strong balance sheet and showing profits each year. A key to enjoying the results of your hard work is to build wealth inside and outside your business.

We can guide you in creating:

  • a succession plan to help ensure you get the return on your life investment you deserve
  • a holding company, a life insurance policy, and other tools to limit your tax liability 
  • a well-diversified investment portfolio outside the business that can continue to generate income long after you have sold or moved on from your life as a business owner

As fellow business owners, we understand your needs and are here to help.

 

Healthcare Professionals

You've worked hard to get where you are. Yet your busy career means you may not have the time to focus on your present and future wealth management needs. The complexity of your investment and other wealth-related decisions grow with your practice. As a healthcare professional you want to provide your patients with the very best advice. You want the same when it comes to your own wealth management.

We can help you stay on track with wealth management strategies and investment opportunities that are in line with your risk tolerance while offering the potential for steady investment returns.

We offer practical investment and tax management insights that are relevant to your needs as a healthcare professional. 

For example:

  • Advice on whether or not you should incorporate and how to set up your corporation. 
  • A plan on how to navigate through the complex tax changes that have been introduced in the past few years. 
  • Where appropriate, a holding company, life insurance policies, and other tools to limit your tax liability.
  • A well-diversified tax efficient investment portfolio that can continue to generate income long after you have retired from your profession.