GREY MATTER: Episode 26 – Author of “Low Risk Rules” Geoff Saab Shares His Secrets About Wealth Management

Last Updated: July 11, 2022By

The views & opinions expressed in this web series are not necessarily the views and opinions of Connected Media Inc. o/a Lakeland Connect, its employees, sponsors, advertisers, or affiliates.


In this episode, Constitutional Lawyer Leighton Grey and Wealth Manager Geoff Saab have a conversation about the history of investing smart, how to keep things simple, and the rules to preserving wealth.


Geoff Saab is an author who recently wrote “Low Risk Rules” for Entrepreneurs investing significant liquid wealth, Family Offices managing a public market portfolio alongside an enterprising, active investment strategy. Accountants, lawyers, investment bankers, and other professionals who would like to set their clients up for success after a business sale. Anyone who would like to understand the philosophy behind a practical, lower-risk public equity investment strategy that preserves and grows capital over time.

Geoff joined Doherty in 2015, after spending over a decade working exclusively within a multi-generational family office. With over twenty years of experience in tax, insurance, and investment management, Geoff believes that an investment plan is best implemented in the context of a total overall wealth plan. Geoff prides himself on working with professionals, entrepreneurs, and their advisors to craft total family wealth solutions. He volunteers as Treasurer for the Ottawa Branch of the Society of Trust & Estate Practitioners and serves on the Parish Council of a local church. If you want to know more about how to protect your families wealth tune into this episode where Saab & Grey explore the path Geoff took to become a financial expert, how he aims to help families protect their wealth while maintaining a healthy quality of life, and how inflation and risk management are only the tip of the iceberg when it comes to financial management.


To find more from Geoff Saab you can visit:

This episode’s recommended reading: Low Risk Rules: A Wealth Preservation Manifesto – Geoff Saab

Investing Made Simple – Adidas Wilson

Meditations Paperback – Marcus Aurelius

The Warren Buffett Way – Robert G. Hagstrom


Make sure to subscribe to the channel and turn on notifications for future episodes as we are aiming to deliver a new conversation each week full of new ideas and ways to explore the world around us. Remember to follow our other social channels for news, updates, and cool offers from our sponsors as we continue to challenge the status quo and bring thoughtful conversations to the hungry minds who are willing to dabble in the Grey Area!

news via inbox

Get Connected! Sign up for daily news updates.

you might also like