Wealth Management in
Montreal, Quebec and Ontario
The St-Georges Group of Assante Capital Management Ltd. offers wealth management in Montreal, as well as throughout Quebec and Ontario. Every day, we help many clients, such as dentists, health professionals, entrepreneurs and high-net-worth individuals, achieve peace of mind and realize their dreams. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a successful business, or leaving a legacy for your loved ones or a cherished cause, we can help.
Managing your wealth can be complex and time-consuming. Our strategic wealth advisors can simplify your life by addressing all aspects of your financial well-being, from investments and insurance to tax and estate planning. We’ll review all your wealth management strategies to provide a cohesive and comprehensive approach that works for you. Supported by a team of professionals including lawyers, tax accountants and financial analysts, we can help you make the right decisions about your wealth, and help you build the future you desire.
Our Integrated Wealth Management Services in Montreal
We whole-heartedly believe in the strength of collaboration which is why we always recommend an integrated wealth planning approach to financial advising. Our Montreal-based CI Assante wealth management firm works with your existing trusted advisors to simplify your life, optimize your business, maximize your portfolio’s returns, and help you make decisions about your future with confidence. We welcome and encourage you to invite your existing team to our table.
Our Integrated Wealth Management Services in Montreal
We whole-heartedly believe in the strength of collaboration which is why we always recommend an integrated wealth planning approach to financial advising. Our Montreal-based CI Assante wealth management firm works with your existing trusted advisors to simplify your life, optimize your business, maximize your portfolio’s returns, and help you make decisions about your future with confidence. We welcome and encourage you to invite your existing team to our table.
Our Approach
Our wealth advisors are so much more than financial advisors. We help you plan for your financial future and realize your dreams and those of your family. We offer an integrated approach to wealth management to clients in Montreal, Dorval, Pointe-Claire, Kirkland, Laval, Quebec, Ontario and more.
Learn more about our integrated wealth planning approach and take the first steps toward achieving your financial goals.
Our Approach
Our wealth advisors help you plan for your financial future and realize your dreams and those of your family. We offer an integrated approach to wealth management to clients in Montreal, Dorval, Pointe-Claire, Kirkland, Laval, Quebec, Ontario and more.
Learn more about our integrated wealth planning approach and take the first steps toward achieving your financial goals.
Our Team Cares About Your Family’s Future as Much as You Do
At The St-Georges Group, our team knows that wealth management is about more than just numbers on a page. It is about taking care of your family and having everything you need at each stage of your life. We get to know you intimately, take time to evaluate your current financial situation, and work with you to find solutions that help you protect your family now and in the future.
If you are looking for a financial solution that will simplify and enhance your life, please contact us for a confidential consultation with a strategic wealth advisor.
The Entrepreneur’s Guide to Wealth Management
Because growing a business doesn’t always guarantee long-term financial security.
Too many entrepreneurs focus solely on building their company while neglecting their personal wealth. From tax optimization to succession planning, our practical guide to wealth management for entrepreneurs helps you structure your finances, protect your assets, and build lasting wealth, both inside and outside your business.
