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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 help clients 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 TD specialists 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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Have you thought of incorporating Structured Notes?

Structured Notes are an investment product, typically issued by a bank like TD, designed to offer an investor market linked growth potential and safety features similar to bonds.
Notes provide investors with the potential to achieve growth and/or income with different levels of principal protection to match their tolerance for risk. The performance of a Note can be linked to markets such as equities, commodities, and interest rates.

Take time to watch this informative video to learn more about Structured Notes. 
 
  
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An investment in structured notes may not be suitable for all investors. Important information about these investments is contained in the Information Statement or Prospectus supplement of each note. Investors are encouraged to read the Note documentation carefully before investing in structured notes and/or to discuss the suitability of an investment in the notes with their investment advisor.


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Lobe Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion.

ADDITIONAL CONTACT

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

LANGUAGES

English, French

Asset allocation for volatile times

A slowing Chinese economy, Brexit and continued trade tension between U.S. and China are impacting markets. Kim Parlee talks to Bruce Cooper, CIO & CEO at TD Asset Management, about the changes in asset allocation to equities and fixed income stemming from these factors.

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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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Money Talk

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If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

TD Economics

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Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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