contact us: (613) 240-8308 | question@tofeeornottofee.com
Guest lecturer
John De Goey, CFP
John is a Vice President with Burgeonvest Bick Securities Limited. John enjoys a national reputation as an authority on professional, transparent financial advice in Canada. A frequent commentator on financial matters, he has written for a number of media sources including Advisor’s Edge Report, Canadian MoneySaver, Morningstar.ca, the Globe and Mail and the National Post and has also made numerous appearances on a variety of television programs, including CBC’s Marketplace, Newsworld and The National, BNN, and Canada AM.
John is a recipient of the National Multi-Media Award conferred by the Canadian Association of Financial Planners. He has spoken at numerous conferences throughout Canada as well as in Ireland, the United States, and the Caribbean and has lectured on behalf of the Canadian Securities Institute to Chinese brokerage firms about best practices and portfolio theory.
John
is a roster member
of Lifespeak,
a firm that provides
professional
development and
enrichment
opportunities to
corporations. A
former employee at
Consumer and
Corporate Affairs
Canada and a
passionate voice for
consumer interests,
he believes in
aligning the
interests of
financial advisors
with the interests
of their clients,
not their employers
or product
suppliers. This
approach includes
fee transparency,
consistent
professional
training, a focus on
independent research
and unbiased
financial advice.
John also believes
that qualified
financial advisors
are a valuable
resource and that
people should
willingly pay for
good advice if they
need it and he
invites everyone to
get involved in the
business of
transforming the
financial services
industry into a bona
fide profession.
Workshop Information
The Fee Model Solutions workshop has been developed over years of practical experience and research into the fee model.
Testimonial
“The workshop was very interactive and Marc was very open to clarifying questions and providing additional context."
-David Cusson, CFA, CIM, FCSI, Integral Wealth Securities Limited

