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Jason Lobe

Investment Advisor

"Committed to understanding your needs and helping you achieve your vision of success"

The Lobe Wealth Management approach

To help you meet your goals, our team takes a comprehensive approach that extends beyond investing. As your needs evolve over time, we will tailor our services and strategies accordingly. Whether you are approaching retirement or starting a new business, we believe that our disciplined planning approach will help you make more confident decisions and be more focused on your future.


You are at the center of it all

We work closely with our clients to develop deep and trusted relationships to fully understand their financial goals and priorities. The insight we gain form working with you is the basis on which we design your unique strategy. For each client, we tailor a systematic and understandable investment management process designed to achieve what success means to them.

Helping you achieve your vision of success

We aim to deliver value and help you achieve your vision of success through each of the four wealth pillars that form the foundation of a holistic and comprehensive wealth plan: building net worth, protecting what matters, implementing tax-efficient strategies and leaving a legacy.

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Access to a team of Specialists

In helping you achieve your vision of success, we also offer our clients access to knowledgeable planning specialist who can help you to grow and transition your wealth. These professionals work alongside our team to develop a long term financial plan adhering to specific individual client issues such as insurance, estate, taxation, business succession, and philanthropy.

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ADDITIONAL CONTACT

Branch Office: (855) 695-0464
Branch Fax: (514) 695-8545

LANGUAGES

English, French

“While I find it extremely important to be afforded the opportunity to manage my clients’ wealth, it is the fact that they have placed their trust with me and my team that hits home the most” says Jason.  “I feel that it is my #1 task to always earn and deserve that trust.  Most of us in the industry have the educational background and the proper tools to manage people’s financial lives, but it is that trust factor that to me is the most important aspect of my relationships.  I truly feel like my clients are my friends”.

Jason has been involved with many local charities and is an active supporter of his University Alumni where he competed as a student athlete in the CIS.  He also continues to play competitive hockey and soccer in and around the Montreal area.  “I owe a lot of my personal makeup and character to team sports and I feel that it is important to give back to the sports that have treated me so well over the years.  Hockey and Soccer have taught me many valuable life lessons that directly transfer over to my personal and professional relationships”.

Having been born in Alberta, raised in the Yukon, and living and working in many Alberta and BC cities has allowed Jason to not only meet several new people and work with them to manage their investments, but also to gain tremendous insight into the social and economic fabric of our wonderful country.  “Canada really is a great country!”  “I have travelled overseas for stretches of 4months plus, and Canadians are very well respected and admired”.   “Not many countries can boast about being polite, kind, but yet still strong and charismatic.”  I love being Canadian”. 

A few times per year Jason travels back to Calgary and Vancouver to meet with clients and discuss their financial affairs.  “I have the best job I can imagine!  I get to travel to our country’s most beautiful spots, meet with clients that are my friends, and yes, maybe I will spend some time on their dock by the lake or hit the slopes when we’re not talking finance.  It’s great; I can’t imagine doing anything else.  I love my clients and I respect being able to take care of them and their families”.

After moving to Montreal in 2001, Jason was married in August of 2005 to his wife Julie and in September of 2010 they had their first baby girl, Allison Jaye.  “Having a child is another very important aspect of life that allows me to come that much closer to my clients.”  “It really is, as they say, a game-changer”. In 2013, Jason and Julie welcomed their second child to the family, a healthy baby boy named Jordan. 

In 2010, Jason and his family moved from downtown Montreal to the West Island.  “Julie and I both grew up in small towns, and while we thoroughly enjoy what our great city has to offer downtown, we wanted a home with a basement and a backyard to raise our family.  We’ve planted our family’s roots here, so to speak.  We’re now West Islanders and proud to be.”  Jason also points out that “we do still have many clients that I visit in their downtown offices.  It’s not that far actually and much closer than Vancouver!”



We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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