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People Who Benefit Most from My Services

  • Friendly, open-minded, and helpful- seeking to enjoy life
  • Prefers to work with a professional by delegating responsibility for things like security selection and portfolio re-balancing
  • Wants help in arranging their financial affairs
  • Not interested in fads or trends, while understanding that risk and expected reward are related
  • Appreciates the benefits of full disclosure and deductibility of non-registered account fees
  • Focused on a long-term view (typically 10+ years minimum; preferably 20+)
  • Is generally in a high marginal tax bracket with a need to reduce taxes
  • Understands the added value of product cost minimization
  • Minimum household assets available for investment of $250,000

    Contact John De Goey



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