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Geoff Saab
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...ver másGeoff 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.comver menos