
Jeff Saab
Vice President, Portfolio Manager at Doherty & Associates Investment Counsel in Ottawa and author of Low Risk Rules: A Wealth Preservation Manifesto.
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OCT 5
Jul 28, 2026
Investing Without Overthinking It: How Canadians Actually Build Wealth
4:37
4:48
5:01
9:39

Bruce SelleryHOST
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.

Geoff SaabGUEST
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.

Geoff SaabGUEST
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.

Bruce SelleryHOST
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?