About Us

Your wealth management needs are complex, evolving, and unique to you. Tobac Group Private Wealth Management offers a sophisticated and client-centred approach to the superior wealth management services you require.

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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. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years.

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Community Involvement

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.

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Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, Tobac Group 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.

Retirement Planning

Personalized advice goes beyond evaluating numbers to give you insightful retirement strategies. Our approach begins with a deep understanding of what truly matters to you and how your needs might evolve – to ensure your plan today meets the needs of your tomorrow.

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.

Post-Secondary Education Planning

Post-secondary education costs could be an important factor in your family’s overall financial picture. Whether you’re planning for your children or grandchildren’s future, we can help you determine the education savings strategies that make the most sense for you.

Our Leadership

Dave has been a driving force in helping me to gain control over my debt and finances. I had gotten myself into financial difficulties and was considering many options to try to get out of the stress of debt. Dave took a very calm approach to me and worked with me in setting out goals. His approach assisted me in learning to slowly and steadily make progress towards decreasing my debt and organizing my finances. Dave never made me feel that I was a failure. He made me realize that I had the ability to make financial improvements which in turn has decreased stress. I am now in the process of rebuilding a retirement fund and a savings account. This is something I felt was not possible several years ago. Thank you Dave.

Gail

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Education Centre

IG PRIVATE WEALTH MANAGEMENT |
A year ago, many countries were managing through their second wave of COVID-19 infections. Many equity markets nevertheless had staged a full and complete recovery to their pre-COVID highs. Despite the equity recovery, investors were still nervous. A year ago, we had just started to hear news of pending approvals of COVID vaccines.
Many Canadians designate a direct beneficiary on their RRSP, RRIF, TFSA or insurance policies without giving it a second thought (although in Quebec, beneficiary designations are only effective on insurance policies). However, designating a direct beneficiary is not recommended for many plan/policy owners, where they have non-traditional or unique family situations, as it can lead to unfavourable tax implications for beneficiaries.
IG PRIVATE WEALTH MANAGEMENT |
Did you know that many Canadians are not adequately prepared to pass on or inherit family wealth? This is often due to a lack of communication and planning. The good news is that it’s never too early or too late to start. Planning helps you identify tax saving opportunities, mitigate potential financial gaps and maximize your current lifestyle.

What is the key to successful investing?

Download our free whitepaper for more information on how time in the market, not timing the market, is what builds wealth.

Videos

Create a Financial Plan for Life’s ‘What Ifs?’

Imagine a holistic financial plan that can test and adapt to your ‘what if’ questions.

What's Your Plan?

Make the most of your wealth today, without compromising your family’s financial future.

2022 Market Outlook: Rapid reopen to normalization

Our Chief Investment Strategist Philip Petursson discusses economic growth, equity market returns and inflation in his 2022 Market Outlook.