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John De Goey

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John De Goey
John De Goey Photo.jpg John_De_Goey_Photo.jpg
Born
🏳️ NationalityCanadian
💼 Occupation
Portfolio manager, IAS
📆 Years active  1993-present
🌐 Websitewww.johndegoey.com

John De Goey is a Canadian author and financial advisor. He is a portfolio manager for Industrial Alliance Securities Inc. (IAS). De Goey is the author of the book The Professional Financial Advisor.[1][2] He has had regular appearances as a financial commentator on networks such as BNN's Market Call,[3][4] he is a contributing editor for MoneySaver Magazine and has also contributed to publications including The Globe and Mail[5] and The National Post.[6][7]

Career[edit]

De Goey graduated from the University of Guelph with an undergraduate degree in political studies in 1987.[8] He received his Master of Arts in Public Administration from Carleton University in 1991.[9]

In 1993, De Goey started his practice in the investment industry[10] when he joined The Equion Group,[11] an Ontario-based company that later merged with another company to become Assante Capital Management in 1999 in Toronto.[12][13]

While at Assante, De Goey became interested in portfolio optimization, financial planning and modern portfolio theory.[14] In 2001, De Goey adopted a business model that rejected the use of embedded compensation to one featuring advice that was not dependent upon the use of such products. That same year, he began working on his first book focused on the investment industry. His book, The Professional Financial Advisor: Ethics, Unbundling and Other Things to Ask Your Financial Advisor About, was first released in 2003.[15] The book was later updated and re-released in 2006 as The Professional Financial Advisor II: How the Financial Services Industry Hides the Ugly Truth[16] and again in 2012 as The Professional Financial Advisor III: Putting Transparency and Integrity First.[17]

In 2005, De Goey began working with Burgeonvest Bick Securities Limited (BBSL), where he served as vice president and is registered as a portfolio manager.[12] In 2011, he became one of only 65 Canadians to be recognized as a Fellow of The Financial Planning Standards Council (FPSC).[18] De Goey has been recognized by Wealth Professional Magazine as one of the Top 50 Advisors in Canada in 2014 and 2015[19][20] In 2015, De Goey continued his role at Industrial Alliance Securities Inc. (IAS), a Quebec City-based subsidiary of Industrial Alliance Insurance and Financial Services Inc. when BBSL was acquired by the company.[21] In 2016, De Goey released his fourth book, The Professional Financial Advisor IV.[22]


Bibliography[edit]

  • The Professional Financial Advisor: Ethics, Unbundling and Other Things to Ask Your Financial Advisor About (2003)
  • The Professional Financial Advisor II: How the Financial Services Industry Hides the Ugly Truth (2006)
  • The Professional Financial Advisor III: Putting Transparency and Integrity First (2012)
  • The Professional Financial Advisor IV (2016)

References[edit]

  1. Carrick, Rob (20 September 2013). "Preparing for the bear market in bonds". The Globe and Mail. Retrieved 13 March 2015.
  2. Noble, Mark (8 December 2009). "Dividend Stock Draw Attention". Advisor. Retrieved 13 March 2015.
  3. "Market Call Tonight - Past Picks". Business News Network. 18 December 2014. Retrieved 13 March 2015.
  4. "Market Call Tonight - Part Seven". Business News Network. 18 December 2014. Retrieved 13 March 2015.
  5. "3 top picks from Burgeonvest Bick Securities' John DeGoey". The Globe and Mail. 11 January 2013. Retrieved 13 March 2015.
  6. Goldman, M. Corey (6 February 2014). "Mutual funds are as Canadian as hockey, doughnuts and snow. The big question is why". Financial Post. Retrieved 13 March 2015.
  7. Pett, David (8 February 2013). "Mutual funds still popular with Canadians, but why?". Financial Post. Retrieved 13 March 2015.
  8. "Grads Meet at 17th Hole". The University of Guelph Alumnus Magazine. Winter 2004. p. 33. Retrieved 13 March 2015.
  9. "95th Convocation, Fall 1991". Carleton University. Retrieved 13 March 2015.
  10. Bortolotti, Dan (4 January 2013). "An Interview with John De Goey". Money Sense. Retrieved 13 March 2015.
  11. "'91 Alumni Profiles". Carleton University Magazine. Winter 1995. p. 29. Retrieved 13 March 2015.
  12. 12.0 12.1 Nicholls, Sophie (6 January 2014). "WPCA Top 50 Advisor: John De Goey". Wealth Professional. Retrieved 13 March 2015.
  13. "CDIT Solution Success Story". CDIT. Retrieved 13 March 2015.
  14. Lamb, Steven (31 December 2003). "Discipline and Trust Remain Key for 2004". Advisor. Retrieved 13 March 2015.
  15. Watt, Doug (21 June 2004). "Investor Issues Absent from Election Campaign". Advisor. Retrieved 13 March 2015.
  16. "John J. De Goey's THE PROFESSIONAL FINANCIAL ADVISOR Paperback Coming in October". Broadway World. 11 September 2012. Retrieved 13 March 2015.
  17. Banerjee, Preet (3 October 2013). "Find the perfect financial planner". Money Sense. Retrieved 13 March 2015.
  18. "Previous Fellows of FPSC Recipients". Financial Planning Standards Council. Retrieved August 25, 2016.
  19. "WP unveils the cream of the crop". Wealth Professional. 29 January 2014. Retrieved 13 March 2015.
  20. Nicholls, Sophie (9 February 2014). "Wealth Professional Canada's Top 50 Financial Advisors". Wealth Professional. Retrieved 13 March 2015.
  21. "Industrial Alliance Securities acquires Burgeonvest Bick". Investment Executive. November 17, 2015. Retrieved July 2, 2016.
  22. Paul Brent (January 17, 2017). "New Fee-Reporting Rules Will Lead to Investing Industry Shakeout". The Globe and Mail. Retrieved January 25, 2017.


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