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.

Customized Wealth Planning For

High Net Worth Individuals & Families

High Net Worth
Individuals & Families

Dentist

Dentists

Health Professionals

Health
Professionals

Enterpreneurs

Entrepreneurs

Customized Wealth Planning For

Dentist

Dentists

Health Professionals

Health
Professionals

Enterpreneurs

Entrepreneurs

High Net Worth Individuals & Families

High Net Worth
Individuals & Families

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.

Client Testimonials

We have been clients of the St-Georges Group since 1997. We were back in Toronto at the time.
Our first meeting with the St-Georges Group convinced us that we would be better served by them, at which time we decided to
transfer our business despite having been with a competitor for over 15 years….

Richard Bélanger and Diane Brouillette

I have worked with Darren for the last 8 years for both my personal financial planning as well as for my
companies investments. Darren has always taken the time to listen attentively to my personal objectives
as well as trying to understand the full picture. Easy to speak to, easy to reach and has gained my trust.

Antonio Mendes – President of Shoe Zone 

Darren and his team have been handling my financial affairs with professionalism and care for 5 years.
They are proactive, knowledgeable and personalised in their approach. Wealth management can sometimes
seem overwhelming or difficult to discuss and understand, but with Darren I definitely feel well taken care of.
My concerns are listened to without judgement or sales pressure, and his recommendations are solid.
I would highly recommend the St-Georges Group.

Dr. Anthony Seminara – Owner & Dentist at Downtown Montreal Dentistry

Choosing the St-Georges Group for our wealth planning needs has proven to be a very
useful and judicious decision over the years. They have advised us, guided us, and reassured when
necessary with remarkable professionalism. They offer us excellent service, always listen to our
concerns and provide sound advice for all our financial and estate planning needs.
A big thank you to whole team!

Dr. Robert Lalumière and Michèle Veillet

SEE OUR CLIENT TESTIMONIALS

Integrated Wealth Management

We whole-heartedly believe in the strength of collaboration which is why we always recommend an integrated wealth planning approach to financial advising. The St-Georges Group 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.

Integrated Wealth Management

We whole-heartedly believe in the strength of collaboration which is why we always recommend an integrated wealth planning approach to financial advising. The St-Georges Group 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.

Wealth Management
Tax Planning Strategies
Estate Planning
Insurance Planning
Retirement Income Planning
Investment Planning
Charitable Giving
Cash Flow & Debt Management
Risk Management

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, Quebec, and Ontario.

Learn more about our integrated wealth planning approach and take the first steps toward achieving your financial goals.

LEARN MORE
Our Approach

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, Quebec, and Ontario.

Learn more about our integrated wealth planning approach and take the first steps toward achieving your financial goals.

LEARN MORE

Let’s get together, have a coffee and see whether there is a good fit.

MEET WITH US
coffee-cups