Our Wealth Management Strategies

You have worked hard to attain your wealth and we are here to help you protect, grow, and share it using effective wealth management strategies.

Our team of strategic wealth advisors works with you to prepare a customized strategy based on your objectives, stage of life, and risk tolerance. We use an integrated wealth planning approach to collaborate with your existing trusted advisors, providing us with a complete picture of your business and personal finance needs.

If you are a dentist, a health professional, an entrepreneur or a high net worth individual, the future of your family is too important to leave to chance, so let us help set you up for success with our customized wealth management strategies.

Wealth Management Strategies for dentists, health professionals, entrepreneurs and high net worth individuals
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Tax Planning
Strategies

Keep more of your hard-earned money in your pocket by minimizing your tax burden using tax-smart strategies. To save, choose tax-deferred, tax-efficient, and tax-exempt options that suit your needs.

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Estate
Planning

Leave your family in good hands by arranging plans for your estate in advance. Transfer your assets to the next generation, support a cherished cause, and maximize tax-exempt legacy opportunities in your estate planning.

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Insurance
Planning

Arrange coverage early to ensure you and your family are covered for disability, critical illness, or loss of life when you need it most. As well, protect your assets and manage your risks while meeting specific investment objectives.

Doctor
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Retirement Income
Planning Advice

Find the perfect balance between preserving your hard-earned wealth and benefiting from your investments in later life. Planning early helps ensure you are comfortable now and throughout retirement.

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Investment
Planning

Grow your wealth with a personalized plan tailored to your goals, stage of life, and risk tolerance. Choose best-in-class investments that are continually monitored to help you reach your desired financial milestones.

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Charitable
Giving

Utilize gift planning strategies to reach your philanthropic goals, leave your legacy, and support your cherished causes. Make use of tax-efficient solutions that make a difference to you and the causes you support.

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Cash Flow
& Debt Management

Optimize your business and manage your debt, to ensure you have what you need when you need it. Maximize the liquidity of your assets and minimize the cost of funds by managing your inflows and outflows strategically.

icon 1 copy(1)

Tax Planning
Strategies

Keep more of your hard-earned money in your pocket by minimizing your tax burden using tax-smart strategies. To save, choose tax-deferred, tax-efficient, and tax-exempt options that suit your needs.

icon 2 copy(1)

Estate
Planning

Leave your family in good hands by arranging plans for your estate in advance. Transfer your assets to the next generation, support a cherished cause, and maximize tax-exempt legacy opportunities in your estate planning.

icon 3 copy(1)

Insurance
Planning

Arrange coverage early to ensure you and your family are covered for disability, critical illness, or loss of life when you need it most. As well, protect your assets and manage your risks while meeting specific investment objectives.

icon 4 copy

Retirement Income
Planning Advice

Find the perfect balance between preserving your hard-earned wealth and benefiting from your investments in later life. Planning early helps ensure you are comfortable now and throughout retirement.

icon 5 copy

Investment
Planning

Grow your wealth with a personalized plan tailored to your goals, stage of life, and risk tolerance. Choose best-in-class investments that are continually monitored to help you reach your desired financial milestones.

icon 7 copy

Charitable
Giving

Utilize gift planning strategies to reach your philanthropic goals, leave your legacy, and support your cherished causes. Make use of tax-efficient solutions that make a difference to you and the causes you support.

icon 6 copy

Cash Flow
& Debt Management

Optimize your business and manage your debt, to ensure you have what you need when you need it. Maximize the liquidity of your assets and minimize the cost of funds by managing your inflows and outflows strategically.

What Clients are Saying

“I can’t say enough good things about my experience with St-Georges Group. Although our time working together was brief—as I prepared for a major change in my life—the impact they had was lasting. From day one, the entire team was supportive, attentive, and genuinely dedicated to helping me achieve my goals.

A special thank you to Darren, Valerie, and Stephanie. Each of them was consistently professional, courteous, and respectful. They took the time to listen, offered thoughtful guidance, and made what could have been a stressful transition feel manageable and empowering. I’m truly grateful for their dedication and would wholeheartedly recommend the team to anyone looking for knowledgeable, compassionate support.”

– Donna R.

Why Choose to Work With Us

The St-Georges group has been providing services in wealth management in Montreal, Quebec, and Ontario for over 20 years. Through our comprehensive and integrative approach to wealth management, we provide you with access to a broad range of services and solutions supported by a talented in-house network of CI Assante wealth planning experts.

If you are ready to take control of your financial future, grow your wealth, and protect the interests of your family, we are ready to meet you and provide you with wealth management strategies tailored to your unique situation and goals. Let’s set up a time to chat more about how we can help you achieve your goals. Together, we can plan the best way to fulfill your dreams now and in the future.

Darren & Valerie
Darren & Valerie

Why Choose to Work With Us

The St-Georges group has been providing services in wealth management in Montreal, Quebec, and Ontario for over 20 years. Through our comprehensive and integrative approach to wealth management, we provide you with access to a broad range of services and solutions supported by a talented in-house network of CI Assante wealth planning experts.

If you are ready to take control of your financial future, grow your wealth, and protect the interests of your family, we are ready to meet you and provide you with wealth management strategies tailored to your unique situation and goals. Let’s set up a time to chat more about how we can help you achieve your goals. Together, we can plan the best way to fulfill your dreams now and in the future.

Frequently Asked Questions

We are a wealth management firm built on a deeply personalized, relationship-first approach. We are known for treating our clients like family. As part of the CI Assante Wealth Management advisor network, we combine the boutique, attentive service of a family-run Montreal practice with the massive institutional backing, security compliance, and resources of one of Canada’s largest wealth management firms.

Absolutely not. In fact, we prefer to invite them to our table. True wealth management requires collaboration. We intentionally coordinate with your existing tax and legal professionals to ensure that our investment and estate strategies align perfectly with their corporate tax structures and legal frameworks.

Many entrepreneurs have their entire net worth tied up in their business, leaving them heavily exposed. We help business owners diversify their wealth outside of the company, optimize corporate tax structures, manage cash flow, and design seamless business succession plans so they can exit on their own terms when the time comes.

Yes. Intergenerational wealth transfer is a core focus of our practice. We help you establish comprehensive estate plans, tax-efficient charitable giving strategies, and trust structures, ensuring that your hard-earned assets are smoothly passed down to the next generation according to your exact wishes with minimal tax friction.

Your peace of mind is paramount. Through our partnership with CI Assante Wealth Management, your assets are shielded by multiple layers of security. This includes strict oversight by independent recordkeeping and custody providers, rigorous regulatory audits, and industry-wide investor protection via the Canadian Investor Protection Fund.

If your financial situation has grown complex enough that managing it feels like a chore or if you are approaching a major milestone like selling a business, planning retirement, or restructuring a practice, it may be time. We invite you to schedule a quick, no-nonsense chat to see if our family is the right fit for yours.

Wealth management is a comprehensive service that combines investment management, retirement planning, tax planning, estate planning, insurance planning, and cash flow management into a single coordinated strategy. Financial planning often focuses on specific goals, while wealth management takes a broader approach to preserving and growing wealth over time.

Minimum asset requirements vary by firm. Many wealth management advisors work with professionals, business owners, retirees, and families seeking comprehensive financial guidance, regardless of whether they are building wealth or managing significant assets.

Meet With Us

Sit down and have a coffee with one of our strategic wealth advisors for a confidential
consultation about your wealth management needs.

St-George - Meet With Us - EN

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