https://hobsonprivatewealth.ca/our-values daily 0.75 2020-12-10 https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1607560705913-TM5NZA38U8CARBDEQEDB/IG_Wealth_Management_Our_Values.jpg Our Values https://hobsonprivatewealth.ca/meet-the-team daily 0.75 2025-10-03 https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1607574457005-KCB8LRVQ9A8CPJVQNJYE/IG-Wealth-Management-Mike-Hobson.jpg Meet The team - Mike Hobson Tobias Keene, D.D.S. Hailing from Richmond, Virginia, Dr. Tobias Keene brings a bit of unabashed Southern hospitality to all his patients. He moved to Washington, D.C. over thirty years ago as a freshman at Ivy College. Right after graduation, he attended World University’s School of Dentistry. Before opening Keene Dental in 1994, he worked for free clinics and some of the finest practices in the District. He is part of the 123 Dental Association and stays up-to-date on the latest dental discoveries. When not striving to keep his patients happy and healthy, he’s enjoys hiking with his family in Rock Creek Park. https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1607574137260-TVR4KKYJZZHZOW6FOT5E/IG-Wealth-Management-team.jpg Meet The team https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1607574521931-MNAXP98UVGWB16JWBE3M/IG-Wealth-Management-Chris-Lutes.jpg Meet The team - Chris Lutes Associate Consultant Born and raised on the Sunshine Coast, Chris Lutes joins the team at Mealia Hobson Private Wealth Management with years of Client & Relationship Management experience. He brings a heightened level of energy to the team, and is dedicated to helping clients reach their financial wealth goals. Previously, Chris has worked as a golf professional at our local Sunshine Coast golf course, and as an instructor in the lower mainland for years leading up to fall 2020. https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1607574615203-NISZ5FQTKFZ2ABGALMV9/IG-Wealth-Management-Olivia-Hobson.jpg Meet The team https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1607574637171-IUS0DOMWBOSG26BHW5TR/IG-Wealth-Management-Susy-Papp.jpg Meet The team https://hobsonprivatewealth.ca/contact-us daily 0.75 2021-04-21 https://hobsonprivatewealth.ca/who-we-help daily 0.75 2021-04-21 https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1605680703408-AIS3GYM4EA72H0OCN2ZW/Planning_for_retirement.jpg Who We Help - Preparing your wealth for retirement. Retirement is something to be celebrated, after working hard throughout your life, you’re finally ready to kick back and relax and enjoy the things you’ve been waiting for. So don’t let the complications and worry detract from your experience. Let us navigate the complexities for you, as we take a holistic approach with matters such as: Personal and family risk brought on by unforeseen needs of family members, employment risks, or making sure that you’re financially supported throughout your lifetime. Healthcare and housing risks, with changes in housing needs and unexpected medical bills. Financial risks that stem from interest rates, inflation, the stock market, and business risks as it pertains to your pension. https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1605680902456-UVMLDTJO4M65BXTYLK1F/Business_owner_financial_planning.jpg Who We Help - Continue building on your success. As a business owner you have many responsibilities, your finances are only one of them, yet a big one. Whether you’re just starting out with your business and want to set a strong foundation, or you have a long standing, established business, we can help you manage the unexpected risk and plan ahead by helping with: Planning for unexpected expenses that threaten your business’s budget and can cause unwanted debt. Day-to-day money management and plans around how to effectively manage business taxes. How to plan for the transition of your business to the next generation. https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1605681029317-I3NACAARZJFGL7E6OHKN/Financial_planning_for_the_next_generation.jpg Who We Help - Planning for multi-generational success Communication between generations is key when planning for multi-generational wealth. We can help guide you and your family through the following: How to assure the best approach for transferring wealth and navigating the tax implications. How to prepare the next generation for sudden wealth. Ongoing management of your family’s financial wellbeing, with a trusted advisor who understands your family’s unique needs. https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1605681126078-8C782QMXFCGDP7L2VS86/Financial_planning_for_executives.jpg Who We Help - Live on your terms, we’ll navigate the complexities. As a working professional you face a lot of changes throughout your career, from your compensation structure, your investments, and the taxes you pay, and more. We can help you navigate how you manage your wealth through every stage of your career with proactive planning around: How you manage your taxes and making sure you’re taking advantage of your retirement, education, and health savings accounts. How you improve your resilience and stay strong despite market volatility. How you manage and maintain your current lifestyle, while preparing for the future and the retirement of your dreams. https://hobsonprivatewealth.ca/home daily 1.0 2021-04-21 https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1605679709610-73CD4HIEEJG7BG6C95H1/Investment_Planning_Solution.jpg Home - Investment Planning https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1605679943470-U6JZSYX814MN0MMXFBO3/Business_Succession_Wealth_Management_Solution.jpg Home - Business Succession https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1605679874307-GGA11HAEBEENZFS9S99Z/Estate_Planning_Wealth_Management_Solution.jpg Home - Estate Planning https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1605679980866-LUZWB6IIREABDDD6KEDD/Private_Wealth_Planning.jpg Home - Generational Wealth Planning https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1605679855693-NGBH01XVDJ5DX2HZ81KC/Cash_and_Liquidity_Management.jpg Home - Cash & Liquidity Management https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1605679963267-VK4BWHIAEKN7X6QZ0A1F/Charitable_Giving_Wealth_Management_Solution.jpg Home - Charitable Giving https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1605679832991-6RRSPLYO26YELWZ89MZ0/Insurance_Approach_Wealth_Management_Solution.jpg Home - Insurance Planning https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1605679738973-FZE4Q94R9YXXQ95VA858/Retirement_Planning_Solution.jpg Home - Retirement Planning https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1605679817629-14PXKUBZ6IN7UXL9THAR/Tax_Planning_Wealth_Management_Solution.jpg Home - Tax Planning https://hobsonprivatewealth.ca/privacy-policy daily 0.75 2020-11-12 https://hobsonprivatewealth.ca/terms-of-service daily 0.75 2020-11-12 https://hobsonprivatewealth.ca/solutions daily 0.75 2021-01-11 https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1605671805568-PGTTNTE9DY5DI9QF6FSQ/Retirement-Planning-Solution.jpg Solutions - Retirement Planning We go through many changes at every stage of our lives, so you should have a retirement plan that changes with it. Our personalized advice helps you save each step of the way, helping you grow your savings and open more doors to opportunity. https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1605671607733-3ZY2WPEPF114LQOIJNX4/Investment-Planning-Solution.jpg Solutions - Investment Planning With our investment solutions we bring insights and intelligence into the investment planning process so that we build a plan that allows you to keep the lifestyle you love, while also aiming to reach your investment goals. https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1605672059093-J952SJJ2KX2C0PLM73S3/Insurance_Approach_Wealth_Management_Solution.jpg Solutions - Insurance Approach Insurance provides peace of mind, especially when it helps you manage risk and protect your income, protects the value of your estate, or guarantees income. Our team assess your unique situation in order to develop a strategy that protects you and your family’s financial well-being, now and into the future. https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1605671920063-KA6FMQ5G8XI05B4HFF5U/Tax%2BPlanning%2BWealth%2BManagement%2BSolution.jpg Solutions - Tax Planning Taxes are never straight forward, from deduction and credit planning, saving for retirement, estate planning, and more! No matter how sophisticated your tax requirements are, we can help you navigate your unique needs with an effective tax strategy. https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1605672199275-OKAAW96MNS336L1WJ3L9/Cash_and_Liquidity_Management.jpg Solutions - Cash & Liquidity Management You want to be able to adapt as your needs change and new opportunities arise. From cash management strategies to mortgage solutions, we’ll create a plan that addresses your cash flow and borrowing needs, all while keeping you on track with your future financial goals. https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1605672281986-BQSQA4AD90ALHJLXHFUZ/Estate_Planning_Wealth_Management_Solution.jpg Solutions - Estate Planning Make sure you’re getting ahead with customized estate planning that meets your specific needs. You’ve worked hard to build your personal wealth, and you want to make sure that your estate plan is properly structured to protect your family and avoid unnecessary taxes. https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1605672464784-XDIOXF6NKK4D0B2M44KS/Charitable_Giving_Wealth_Management_Solution.jpg Solutions - Charitable Giving Make sure your charitable giving plan gives back and helps maximize your benefits. Supporting causes you care about is a key part of a well developed private wealth management plan. Make sure you’ve worked with our team to determine which cause is best for you, and to strategize the timing and source of your generous giving. https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1605672396920-ZNME1036TSU69Z1S1ANR/Business_Succession_Wealth_Management_Solution.jpg Solutions - Business Succession You’ve worked hard to build your successful business, and now it’s time to pass the reigns. Our financial advisors will assist you in making sure all your boxes are checked as you transition the business in an outright sale or passing it along to the next generation. Either way, there are many financial decisions you’ll need to make that will impact your financial well-being. https://images.squarespace-cdn.com/content/v1/5f8a78d4b11b3074c59b75fb/1605678557683-0KN0P8RY8IKPFJ6G3OSH/Private_Wealth_Planning.jpg Solutions - Intergenerational Wealth Planning Talking with family about financial planning can be difficult, but it is an important component to protecting family and loved ones. Our advisors can help you navigate the tough questions and make sure a plan is developed that makes you feel calm and confident about the future.