Author of the 2022 bestseller "Low Risk Rules: A Wealth Preservation Manifesto," wealth manager Geoff Saab has held various positions in tax, estate planning and insurance, in addition to over a decade of experience working within a single-family office, advocating directly on behalf of his clients. Geoff currently serves clients as a portfolio manager with Doherty & Associates Investment Counsel. 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.
ESG Symposium 2023 May 30, 2023 A new frontier for environmental, social and governance (ESG) issues is upon us. Learn how to navigate environmental and social risks and opportunities at this event for CPAs, leaders and other professionals from every industry.
AICPA & CIMA advanced personal financial planning conference 2023 June 5, 2023 Become a year-round resource for your clients with the Advanced Personal Financial Planning curriculum’s leading technical guidance from esteemed thought leaders.
The ONE Conference 2023 September 12, 2023 2023 will require businesses to remain resilient through turbulent times. Get the information you need to continue the evolution of your organization at CPA Canada’s flagship conference. Attend in person or online – your choice!