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John J. De Goey CFP Vice President Advisor John is a Financial Advisor with Burgeonvest Bick Securities Limited. Through his daily work he encounters issues that relate to the professionalism of the financial services industry. John has made it his mission to run his practice in a way that addresses the most obvious examples of bias, conflict, and similar questionable matters. Click Here To Download and View Information Summary (This is a PDF file and you will need Adobe Reader to view this file ~ Click Here to download Adobe Reader) Click Here to View an Interview With Jonathan Chevreau, The Wealthy Boomer, From Finiancial Post. Values John’s philosophy of what the financial services ought to be is straightforward. Advisors will need a deep commitment to education, best practices, the primacy of consumer interests and compensation disclosure in order to transform the industry into a true profession. Through John's writing, speaking and consulting work, an optimistic vision of the future becomes clear. Consumers are desperate for qualified advice and are willing to pay for it, provided they receive real value in the services that are offered. John believes that these mutually beneficial attributes include: Making product recommendations based on empirical research Using products that pay no embedded fees, allowing for transparent compensation Having uniform credentials so all advisors meet a consistent standard Using a clear, unambiguous process for portfolio construction Speaker John is an engaging speaker, commentator and change agent in the financial services industry, having spoken at the Distinguish Financial Advisor Conference in California, Canadian Money Saver Conferences in Europe and the Caribbean, the Financial Forum and the Canadian Institute of Financial Planner's AGM, among other venues. Author John writes regular columns for Advisor's Edge Report, and Canadian Money Saver. Selected Articles Title Column TFSA Canadian MoneySaver Change MERs Advisor's Edge Report Past Performance Advisor's Edge Report Advice Not Products Advisor's Edge Report Comparing and Using FTLPs Canadian MoneySaver Cost Matters Advisor's Edge Report Price Chopper Advisor’s Edge Report (These are a PDF documents and you will need Adobe Reader to view this file) This extensive media attention earned him the 2001 National Media Award from the Canadian Association of Financial Planners. John is also a best selling author and engaging speaker. His book "The Professional Financial Advisor" has ignited much conversation in the investment industry and the second edition (released October 2006) is even more. The second edition of the book "The Professional Financial Advisor II" is available at bookstores across the nation.           How to Order Bio John J. De Goey has a national reputation as an authority on professional, unbundled financial advice in Canada. A frequent commentator on financial matters, he has written for a number of financial sources including Advisor's Edge, Canadian MoneySaver and MoneySense. He has been quoted in a wide variety of publications including Maclean's, The Globe and Mail and The National Post and has made numerous appearances on a wide variety of personal finance television programs, including CBC's Marketplace, ROB TV and Canada AM. In 2001, John won of the National Multi-Media Award conferred by the Canadian Association of Financial Planners. A former employee at Consumer and Corporate Affairs Canada and passionate voice for consumer interests, John believes in aligning the interests of financial advisors with the interests of their clients, fee transparency, consistent professional training and unbiased financial advice. He also believes that qualified financial advice is something most consumers should willingly pay for and that the payment should be through direct, transparent fees, in keeping with the approach used by more established professions. Those same attributes ensure that he remains in high demand as a stimulating speaker and a forceful change agent for an industry that is in the final throes of becoming a profession. John's unique background as a long-standing proponent of consumer interests within the advisor community makes him ideally suited to play a forceful role as a champion for ordinary investor interests. Profile Updated: January 7th, 2010

Burgeonvest Bick ~ Toronto 170 University Ave. Suite 701 Toronto, Ontario M5H 3B3 Phone: (416) 216-6588      Ext: 222 Fax: (416) 598-0470 Toll Free:           1-866-884-0895 Other Sites of Interest: www.dfacanada.com www.ishares.com www.investored.ca www.claymoreinvestments.ca