Rob Eby
Certified Financial Planner @IG Wealth Management
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WORK HISTORY
Certified Financial Planner @IG Wealth Management
CA
IG Wealth Management Inc. Mutual Fund DivisionI come from a proud legacy of financial planners. My grandfather, father, sister, and I have all built our careers within the IG Wealth Management community, spanning nearly 150 years combined. My grandfather began his career with IG Wealth Management in 1931 and dedicated more than 40 years to clients. My father, Peter, contributed 52 years of service. My sister, Charla, has over 32 years of experience, and I am proud to have reached 32 years myself. Together, our family has grown alongside IG Wealth Management, helping generations of clients achieve their financial goals.
EDUCATION
University of Manitoba
BSc, Computer Science
Advocis - Comprehensive Practices in Risk and Retirement Planning
Certified Financial Planner program
Canadian Institute of Financial Planning - Wealth Accumulation
Certified Financial Planner program
Advocis - Contemporary Practices in Financial Planning
Certified Financial Planner program
Canadian Institute of Financial Planning - Personal Financial Planning
Certified Financial Planner program
Advocis - Wealth Management and Estate Planning
Certified Financial Planner program
Advocis - Financial Planning Fundamentals
Certified Financial Planner program
SKILLS
ABOUT ROB EBY
Welcome to Rob Eby & Associates Private Wealth Management. We have built our business around the individual needs of clients\' transition to and through retirement. We have a financial planning business with over 140 years of experience.We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. We have created a unique approach to income protection which helps you enjoy your life to the fullest by using advanced strategies to protect your income during retirement.We are committed to helping affluent Canadians manage the complex and evolving needs of their wealth. The IG Living Plan is for successful people who like working with professionals, are open to new ideas, and who are willing to take the time to plan for the future. They also take responsibility for being engaged in the planning and implementation process.We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. We have created a unique approach to income protection which helps you enjoy your life to the fullest by using advanced strategies to protect your income during retirement.If you take the time to create a plan to protect your income during retirement, you will likely achieve a much better result. You will more likely have enough income to support your desired lifestyle. You\'ll feel more relaxed and confident. And therefore, you\'ll be able to truly enjoy your retirement.That\'s why we recommend you do three things:Honestly assess your current situation.Clarify your personal and financial goals for retirement.Develop and implement a plan to protect your income during retirement.
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