Overview

Joseph N Micallef, Partner
Financial Services Organization Canadian Tax Leader
Wealth & Asset Management Industry

Joseph specializes in banking, capital markets, broker dealer, private equity and asset management taxation matters. In addition to leading the asset management tax practise Joseph is also the leader of the tax accounting and tax risk governance practise for the financial services industry.

Mr. Lea M. Hill, President
ACB Tracking Inc.

Mr. Hill was with CIBC Wood Gundy from 1973, when he joined the Fixed Income Credit Analysis Department, until he retired in 2011. In 1986, he moved from the Fixed Income Department to the Retail Marketing Department, initially as a U.S. equities specialist then subsequently specializing in Canadian equities. In 1993, the function of marketing equities to the Canadian retail sales force was spun out of the Retail Marketing Department into a new department, the Equity Advisory Group. Mr. Hill managed the Equity Advisory Group until it was merged with Merrill Lynch Canada’s Private Client Investing Group at the time of CIBC Wood Gundy’s acquisition of Merrill Lynch Canada’s retail sales force in November 2001. Within the new merged unit, Mr. Hill was CIBC Wood Gundy’s closed-end funds and split share corporations specialist for ten years, the only such full time specialist in Canada over that time for those securities. In 2007, Mr. Hill, along with his partners, incorporated ACB Tracking Inc., to provide accountants, investment advisors and individual investors an online service to accurately calculate the adjusted cost base of Canadian income trusts, exchange traded funds, closed-end funds and split share corporations.

John J. De Goey, CIM, CFP, Fellow of FPSC ™
Vice President, Portfolio Manager

John J. De Goey, CFP is a Vice President and Associate Portfolio Manager with BBSL. John enjoys a national reputation as an authority on professional, transparent financial advice in Canada. A frequent commentator on financial matters, he has written for a number of media sources including Advisor’s Edge Report, Canadian MoneySaver, the Globe and Mail and the National Post and 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 later updated and re-released in both 2006 and 2012. John is a recipient of the National Multi-Media Award conferred by the Canadian Association of Financial Planners; the Past President of the CAFP’s Toronto Chapter; and one of only 58 Canadian planners to be recognized as a FELLOW OF FPSC™ for his contribution to the advancement of financial planning. In 2014, Wealth Professional Magazine named him one of the Top 50 Advisors in Canada, ranking him 8th. He 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. His personal website is: www.johndegoey.com.