Deborah A. Goch, CPA, CA, TEP, CFP
Regional Vice-President, Wealth Planning
As Regional Vice-President, Wealth Planning, Deborah Goch works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Deborah has a particular focus on tax and estate planning strategies for business owners, farmers, professionals and other affluent individuals and families.
Deborah joined Assante Private Client in 2014 after delivering tax planning services primarily in two multi-national public accounting firms, as well as holding senior tax and financial planning consultant positions in the financial services industry. Deborah’s expertise includes tax, estate and trust planning, business succession planning, wealth transition strategies, risk management, international issues, philanthropy and charitable giving. Her overall professional experience in tax and wealth planning exceeds 20 years.
Deborah is a Chartered Professional Accountant (CPA, CA) with a Bachelor of Mathematics from the University of Waterloo. She has obtained her Certified Financial Planner (CFP) and Registered Trust and Estate Practitioner (TEP) designations. In addition, Deborah is a member of the Chartered Professional Accountants of British Columbia (CPABC), the Canadian Tax Foundation and Society of Trust and Estate Practitioners (STEP). She has completed the CICA In-Depth Tax Course and has acted as a group leader for this course.
* With access to a wealth of tools and resources, Assante advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP.
Investment Funds Advisor
My goal is to help you with your current and future Investment needs.
Planning is more than saving money for retirement – it’s about helping protect what means the most to you and achieving your short and long-term goals. The first step to achieving your financial goals is creating a financial strategy. I will help you with investments that are tailored to you, flexible enough to meet your changing needs and based on solid insurance and investment products.
Dealing with the complexities of your finances can be overwhelming and time consuming. My aim is to free up your time and manage your financial affairs, strategies and goals, be they saving for retirement, running your own business or building a fruitful legacy to leave to your loved ones. I work closely with my clients to understand their needs, drivers and goals and help them to create robust financial strategies to build a successful future.I am supported by a highly qualified, professional team of lawyers, tax accountants and financial analysts and, together, we will support you to make well-informed decisions about your finances, both now and in an ever-changing future.
Please don’t hesitate to contact me for a confidential consultation if you are looking for the best possible financial advice which is tailored perfectly to suit your needs, circumstances and lifestyle.
Insurance products and services are provided through CorePlan Financial Inc.