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    Fee Model Solutions

     

    Transition Workshop!

     

    June 11 to 13, 2010 Niagara Falls, ON

     

     

     

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    Fee Model Solutions

     

    Transition Workshop!

     

    September 25 to 27, 2010 Banff, AB

     

     

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    Welcome to

     

    To Fee or Not to Fee!

     

 

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.

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Workshop Information

The Fee Model Solutions workshop has been developed over years of practical experience and research into the fee model.

 

2009 Interview

Overcoming three obstacles to fee-based business

-Investment Executive TV, June 2009

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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