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.

 

Adrian Spitters




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