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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

Getting to know the full picture

Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because  your success can’t be understood with just a set of numbers.

    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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