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Jeff Saab

Jeff Saab

Vice President, Portfolio Manager at Doherty & Associates Investment Counsel in Ottawa and author of Low Risk Rules: A Wealth Preservation Manifesto.

Jul 28, 2026

4:37
Why so? This doesn't seem to be in your vested interest in terms of the dollars that you can collect if you sell all that stuff.
4:44
Bingo.
4:46
First of all, think about it.
4:48
If you're selling to very wealthy people, what do you want to do? You want to collect as much of their money as possible.
4:56
You want to hold on to it for as long as possible.
4:59
And you want to charge as high fees as possible.
5:01
And if you can get them clamoring to give you the money, if you can get them lining up because you're selling them something exclusive, well, you've just won.
9:39
What are some of the rules that you would like them to follow in addition to pay attention to liquidity, pay attention to fees? What else haven't we talked about?

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