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 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.
7 Money Mistakes Every
Physician Should Avoid
Our team of financial advisors works specifically with physicians.
We specialize in tax and planning, customized insurance solutions and optimizing medical corporation’s investments and taxation.
We love working with physicians because there are many interesting and creative strategies available to explore and therefore always offers interesting challenges to tackle.
If you’re a physician looking for financial advice, download our complimentary e-book.
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.
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, Quebec, and Ontario.
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, Quebec, and Ontario.
Learn more about our integrated wealth planning approach and take the first steps toward achieving your financial goals.
Client Testimonials
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
We have been working with The St-Georges Group for several years and we are very satisfied with the quality of their service.
Their attentiveness, proactivity and support in all our projects make this team a partner of choice for our financial security.
We can therefore make major changes while being very well supported. We invite you to benefit from this service too!Caroline and Pierre
President-Owner Sport Olympe
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
I have been using the planning services of the St-Georges Group for over 10 years. Not only do they
wholeheartedly understand my expectations with respect to taking risks, but they constantly keep
abreast of the most current information to offer us the best possible portfolio management.
Darren and his team are always available to help us with any preoccupation we may have.Jules Bernier, Owner Jules Bernier Lawyers Inc.
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
After a wonderful decade of having Darren St. Georges as my advisor,
I can genuinely attest that my portfolio is in fantastic shape. Darren’s unwavering attention and
tailored approach have crafted a rock-solid financial plan just for me. I’m also grateful for his
knack for tapping into the abundant resources within Assante, which has truly enhanced my financial journey.Dr. Sandra Dykhuis
