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Spring 2022
HiltonToronto, ON

John De Goey
Portfolio Manager at Wellington-Altus Private Wealth Inc.


John J. De Goey, CFP, CIM, FP Canada Fellow is a Portfolio Manager with Wellington Altus Private Wealth in Toronto.  He enjoys a national reputation as an authority on professional, transparent and evidence-based financial advice. A frequent commentator on financial matters, he has written for a number of media sources including Advisor’s Edge Report, Canadian MoneySaver, MoneySense, The Globe and Mail and The National Post.  He has also made numerous appearances on a variety of television programs, including CBC’s Marketplace, News World and The National, BNN’s Market Call, and CTV’s Canada AM. In 2003, John released his groundbreaking book, The Professional Financial Advisor, which was subsequently updated in 2006, 2012 and 2016.  His book “STANDUP to the Financial Services Industry” was released in 2019.

John is a recipient of the National Multi-Media Award conferred by the Canadian Association of Financial Planners; is the Past President of the CAFP’s Toronto Chapter; and is one of only 70 Canadians to be recognized as an FP Canada Fellow for his contribution to the advancement of financial planning in Canada. In both 2014 and 2015, Wealth Professional Magazine named him one of the Top 50 Advisors in Canada.  In 2017, John received the coveted Donald J. Johnston Award for Lifetime Contribution to financial planning in Canada from FP Canada. John has spoken at numerous conferences throughout Canada as well as in Ireland, the United States, and the Caribbean and has lectured on behalf of the Canadian Securities Institute.  For over 25 years, John has been an advisor to Canadian families and a frequent investment industry thought leader, most recently as the head of STANDUP Advisors.  John has long been a tireless champion for Canadian investors and a committed change agent for the industry.  The STANDUP movement is simply a vehicle for consumer advocacy. You can follow him on Twitter at: @STANDUP_Today.

Agenda Sessions

  • Peer to Peer: Strategies For Success