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About us

Gobeil & Associates has developed study aids for financial services personnel preparing to write the financial planning certification examinations. 

David R. Gobeil, CPA, CA, MSc, CFP®

David develops products and services to assist other personal financial planners. He is the author of the Canadian Retirement Planner's Software and the editor of The Personal Financial Planner's Manual. In 1997, David successfully challenged the Certified Financial Planner Examination.

David has also written and presented Executive Seminars on Personal Financial Planning for the Canadian Institute of Chartered Accountants (CICA). David has served as the Chairman of the CICA Personal Financial Planning Conference. He was also the editor and an author of the Certified Financial Planning courses (CFP) offered by the Canadian Institute of Financial Planning (CIFP).

John R. Gobeil, BSc, CFP®

John answers inquiries from users and provides counselling and technical assistance to candidates for the Certification Examinations.

In 2007, John became a Certified Financial Planner®. John obtained a Bachelor of Science in Computer Science from York University.

Lee Gobeil, BA

Lee manages the business of Gobeil & Associates. She ensures that the systems run as expected and our customers’ needs are addressed. Lee obtained a Bachelor of Arts in Computer Science from the University of Toronto.

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