Geoff Saab is a wealth portfolio manager who has held various positions in tax, estate planning, and insurance, and now serves clients within a boutique investment counsel firm. He spent over a decade working in a single family office, advocating directly on behalf of his clients. With his unique experience of working as both a wealth management industry insider and outsider, he has gained a deep understanding of how the industry works (and doesn’t work) for clients. Geoff lives in Ottawa, Canada. geoffsaab.com
Wealth manager Geoff Saab delivers a manifesto against expensive, illiquid investments being marketed to unsuspecting clients, and makes the case for a back-to-basics approach to wealth management. You’ll discover simple, tested, and clear strategies that have been shown, time after time, to increase the odds of long-term investment success.