Episode length: 18 min 13 sec
Learn about:
- The evolving role of the financial advisor
- Changes to the wealth management industry
- The rising popularity of ETFs
- Current investor trends and socially responsible investing mandates
- Current investment themes
- Views on how age may play a factor in investment decisions
- Predictions on the future of the Canadian ETF industry
- Helpful tips for investors
Keynote Speaker: John De Goey
John is a portfolio manager at Wellington-Altus Private Wealth Inc. He is a Certified Financial Planner (CFP), Certified Investment Manager (CIM) and Fellow of the FPSC. John enjoys a national reputation as an authority on professional, transparent financial advice in Canada. He has been named one of Canada’s Top 50 Advisors by Wealthy Professional Magazine twice and is the 2017 recipient of the Donald J. Johnston Award for lifetime contribution to financial planning. He is also the author of the Professional Financial Advisor Series of books.
