CDN$ 18.25
  • List Price: CDN$ 19.95
  • You Save: CDN$ 1.70 (9%)
FREE Delivery on your first order. Details
Only 1 left in stock.
Arrives: Thursday, Aug 20
Fastest delivery: Sunday, Aug 16
Order within 7 hrs and 24 mins
Have one to sell?
Flip to back Flip to front
Listen Playing... Paused   You're listening to a sample of the Audible audio edition.
Learn more
See all 2 images

The Professional Financial Advisor IV Paperback – Nov. 16 2016

4.0 out of 5 stars 3 ratings

See all formats and editions Hide other formats and editions
Amazon Price
New from Used from
Paperback, Nov. 22 2016
CDN$ 18.25
CDN$ 18.25 CDN$ 10.99
click to open popover

Frequently bought together

  • The Professional Financial Advisor IV
  • +
  • Stop Over-Thinking Your Money!: The Five Simple Rules Of Financial Success
  • +
  • Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned in School
Total price: CDN$57.56
Buy the selected items together

No Kindle device required. Download one of the Free Kindle apps to start reading Kindle books on your smartphone, tablet, and computer.

  • Click here to download the iOS app
  • Click here to download the Android app
  • Click here to download the Windows Phone app
    Windows Phone
  • Click here to download from Amazon appstore

To get the free app, enter your mobile phone number.


Product details

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.

Customer reviews

4.0 out of 5 stars
4 out of 5
3 customer ratings
5 star
4 star 0% (0%) 0%
3 star
2 star 0% (0%) 0%
1 star 0% (0%) 0%
How does Amazon calculate star ratings?
Reviewed in Canada on July 7, 2019
Verified Purchase
Reviewed in Canada on May 15, 2017
Verified Purchase
Reviewed in Canada on January 24, 2017
2 people found this helpful
Comment Report abuse