Portfolio Manager Geoff Saab will address some of the personal challenges entrepreneurs face post-exit, as well as issues created by significant change in the nature of their wealth.
The author of “Low Risk Rules: A Wealth Preservation Manifesto” will share stories and answer these questions:
• What are common experiences shared by entrepreneurs after a liquidity event?
• Is it worth setting up a Family office?
• What is the difference between the mindset of entrepreneur and investor?
Geoff Saab is a wealth manager who advises in tax, estate planning, and insurance, and now serves clients as a portfolio manager at Doherty & Associates Investment Counsel based in Ottawa.
Geoff is a Chartered Financial Analyst, Chartered Accountant, Certified Financial Planner, and certified Trust & Estate Practitioner.
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.
No charge for EPCC Members.
Guests are welcome - this event is for professional Advisors only.
We promote cross-education, referrals and connection for Estate Planning professionals and foster a collaborative approach to Estate Planning through our members and their firms.
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