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The Professional Financial Advisor IV Paperback – Nov. 16 2016

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Product details

  • Paperback : 344 pages
  • ISBN-10 : 1554831733
  • ISBN-13 : 978-1554831739
  • Publisher : Insomniac Press (Nov. 16 2016)
  • Product Dimensions : 12.7 x 1.91 x 20.32 cm
  • Item Weight : 327 g
  • Language: : English
  • Customer Reviews:
    4.0 out of 5 stars 3 ratings

Product description


A manifesto for putting clients first. John De Goey could be the best friend investors have in the advisory business. -Rob Carrick, personal finance columnist, The Globe and Mail John De Goey has distinguished himself as a steadfast advocate for higher standards governing the investment advisor and dealer community. He has been fearless in confronting industry pushback against much-needed reforms, and calling out that opposition for what it is. Canadian investors have benefitted greatly from John's principled and uncompromising views. It's truly great to know there are people like him within the investment industry, striving to turn it into a profession. -Neil Gross, former executive director, FAIR Canada John knows his stuff. He understands the conflicts in the industry, and has structured his business to avoid the pitfalls inherent of the industry. John cares for his clients, too. Focusing on proven, low-cost strategies, John is definitely a bit of an outlier compared with the typical advisor in Canada, but we need more like him. -Peter Hodson, CEO of 5i Research Inc. and editor-in-chief of Canadian MoneySaver magazine This call for professionalism is timely. At a time when the investment management industry's business model is being challenged, John provides a clear and understandable set of recommendations for advisors as to how they should serve clients to help them secure better options for their savings and retirement income security. -Ed Waitzer, partner, Stikeman Elliott LLP, and former chair of the Ontario Securities Commission The advice in The Professional Financial Advisor IV provides the reader with much-needed insight into the financial industry. John carefully explains the biases of financial advisors and empowers the reader with the ability to ask the questions necessary to protect their investments while understanding the financial planning process. Essential guidance for all Canadians! -Kelley Keehn, media personality, author, and personal finance educator The business of giving financial advice is in the midst of significant change due to a combination of changing client expectations, regulations, and technology. John paints a forward-looking portrait of how to navigate an industry in transition. This book is required reading. -Atul Tiwari, chairman of the Canadian ETF Association and managing director, principal, and head of Vanguard Investments Canada Inc.

About the Author

John J. De Goey, CFP is a Vice President and Associate Portfolio Manager with Burgeonvest Bick Securities Limited. John enjoys a national reputation as an authority on professional, transparent financial advice in Canada.