"Years ago, amidst the bustling streets of the Toronto financial district, David Gobeil found himself deeply immersed in the challenges faced by professional financial planners. Over the years, he had witnessed firsthand the complexities of regulatory changes, the demands of clients, and the intricacies of retirement planning. As a seasoned financial consultant, David felt compelled to find solutions that would empower these planners and transform their practices for the better.
Driven by his passion for innovation and a commitment to excellence, David embarked on a journey to develop revolutionary tools and resources. His vision was to bring financial planning software to the personal computer, starting with the groundbreaking Canadian Retirement Planner's Software—a solution designed to manage all the complexities of retirement for clients, welcomed by the market.
Through dedication and insight, David expanded his offerings to include the Personal Financial Planner's Manual and Study Aids for the CFP® Examination, equipping planners with essential knowledge and preparation for their careers. His products quickly gained acclaim among financial professionals across Canada, setting new standards for efficiency and client service in the industry.
Today, through Gobeil and Associates, David continues to pioneer advancements in financial planning tools and education. His unwavering commitment to empowering financial planners remains at the heart of everything we do."
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Meeting the Needs of Professional Financial Planners since 1970s
For almost half a century, Gobeil and Associates has been a leader in the financial industry, empowering tens of thousands of financial planners with our suite of professional products. Our experience and dedication have enabled us to develop programs, courses, and software that support your practice and elevate client service.
Explore Our Current Suite of Professional Products
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Personal Financial Planner's Manual: Access a comprehensive resource that covers essential topics in financial planning, providing you with up-to-date information and practical insights.
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Continuing Education Courses: Stay current with industry trends and regulatory changes through our tailored continuing education courses. Earn credits effortlessly while enhancing your knowledge base.
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Canadian Retirement Planner's Software: Simplify complex retirement planning decisions with our innovative software. Manage taxation burdens and offer tailored solutions that meet your clients' unique financial goals.
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