2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Steven Gobel
Steve Gobel is the leader of Gobel, Sampson & Associates Private Wealth Management, a financial planning practice that is part of IG Private Wealth Management.
Steve works with high-net-worth individuals, incorporated professionals and business...
ABOUT STEVEN
Steve Gobel is the leader of Gobel, Sampson & Associates Private Wealth Management, a financial planning practice that is part of IG Private Wealth Management.
Steve works with high-net-worth individuals, incorporated professionals and business owners. He uses his extensive knowledge in the areas of Investment, Retirement, Tax and Estate Planning to develop comprehensive financial plans for clients that help them achieve their financial goals.
Steve is a senior financial advisor with over 30 years’ experience in the financial planning advisory area. He holds the designations of CFP® (CERTIFIED FINANCIAL PLANNER), R.F.P. (Registered Financial Planner) and CEA (Certified Executor Advisor). He completed the STEP Canada Diploma in Trusts & Estates and is a TEP (Trust & Estate Practitioner).
He is a CEPA® (Certified Exit Planning Advisor) working with business owners to build more valuable companies, have stronger personal financial plans, and align their personal goals.
