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John De Goey, CIM, CFP, Fellow of the FPSC, is a Portfolio Manager at Wellington-Altus Private Wealth. John has a core philosophical belief in significant market efficiency and the importance of cost minimization, while still respecting clients’ viewpoints on these and other matters. He is also a proponent of broad client interests – including the push toward a fiduciary standard for all advisors. His approach involves taking a long-term view and integrating investment management with tax savings and estate planning considerations. “My focus is on building diversified portfolios that offer superior long-term, client- specific, risk-adjusted, after-tax, after-cost returns”, he says. This holistic outlook is further re-enforced through his “deliverables” to clients. All new clients receive customized personal planning recommendations that follow the accepted six-step process, a formal financial independence calculation and a written Investment Policy Statement.
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