200 Elgin Street, Suite 601
Ottawa, Ontario K2P 1L5
Tel: (613) 569-1158
Fax: (613) 569-4532


Speakers - Investment Workshop

DAY 4 Maple Leaf Friday, November 27, 2015Website Sponsored By

Day 4

S Gobel

STEVE GOBEL, CFP R.F.P., Regional Director, Investors Group Financial Services Inc.

Steve Gobel has over 30 years' experience helping clients and advisors develop real financial plans that address retirement planning, estate planning and wealth management solutions. He graduated with a B. Admin. and a B.Commerce (Honours) from the University of Ottawa. Steve began his career with Investors Group Financial Services in 1985 and holds the CFP (Certified Financial Planner) and R.F.P. (Registered Financial Planner) designations.

He is a past national President and Chair of the Canadian Association of Financial Planners and a past member of the Executive Committee of the Financial Planners Standards Council.

Steve has also been responsible for the selection, training, and development of financial planners since 1988. Four times he was awarded the Investors Group T.O.P. Builder Award for his contributions in this area. He became a Regional Director in 2000, was awarded a Region Builder Award in 2005 and was an Achievement Level Leader Award winner for 2008.

He has served in various volunteer positions over many years for non-profit, business, and charitable organizations. Steve is currently very active in the Ottawa squash community, serving on the board of the Ottawa & District Squash Association and the Executive Committee of the RA Squash Club.