Client Services

As a CERTIFIED FINANCIAL PLANNER® professional and Registered Retirement Consultant, Ben’s role is to work with clients to develop written financial plans. Focusing on the four cornerstones of financial planning, Ben helps clients discover and realize their goals while ensuring that all plans are both practical and achievable. 

Brenda Tobac is an Associate Consultant with Tobac Group Private Wealth Management. She joined the team in 2024 to both oversee the growth in operations and as a value-add to our clients that are business owners and executives. She is a skilled business advisor, experienced strategist, corporate director, and sales professional with over 20 years of progressively responsible experience focused primarily on finance, insurance, and construction industries. 

Brenda’s experience spans into several functional areas, including risk management, strategy and business planning, scenario planning, business & operations planning, financial analysis & modeling, performance improvement & operations excellence, and capital & asset management.

Ada has an administrative role with Tobac Group, handling all the day-to-day business. She is committed to a high level of customer service and has a keen attention to detail. Ada works with the office staff and our head office to ensure that all transactions are taken care of in a timely and efficient manner. She is responsible for contacting clients to book and confirm meetings, as well as to gather relevant information for meeting preparation. Ada has 20+ years of experience working at IG Wealth Management Head Office. She brings expertise and knowledge with her to provide outstanding support to the practice on a daily basis.