About The St-Georges Group

Our Mission

At The St-Georges Group, we are dedicated to empowering physicians, dentists, and entrepreneurs to achieve financial freedom and success through tailored wealth management solutions. Our mission is to provide expert guidance, personalized strategies, and exceptional service to help our clients build, protect, and grow their wealth, allowing them to focus on what matters most in their professional and personal lives.

About the St-Georges Group CI Assante Wealth Management

Our Values

What would a mission be without core values? Within our Group, these values form the foundation of our commitment to you. Together, they guide us in delivering unrivaled wealth management services, ensuring that your financial journey is both empowering and well-understood.

  • Collaboration: We believe in the power of working together, drawing on the expertise of leading professionals in the key areas of tax planning, investment planning, estate planning, and insurance planning, whether they’re part of the Assante family or our client’s group of experts.

  • Transparency: Clear and open communication is paramount to us. We ensure our clients fully understand their wealth strategies and the rationale behind our recommendations.

  • Integrity: As a family-owned business, we hold ourselves to the highest standards of honesty and ethical practice, treating our clients’ wealth as diligently as we would our own.

  • Education: We believe in empowering our clients through education by simplifying complex financial issues and making the intricacies of wealth management easy to understand.

  • Personal Connection: Recognizing the unique needs and aspirations of each client, we commit to being more than just advisors, but partners in their financial journey.

Our Approach

The St-Georges Group approach integrates comprehensive wealth management with a personal touch and strategic insight. With a foundation in collaboration and the collective expertise of our team, we offer solutions tailored to the diverse needs of our clients, ensuring their financial well-being is managed with care and precision.

Learn more about our approach

Our Team

Our team is comprised of dedicated professionals, each specializing in different facets of wealth management, from taxation to estate planning and insurance solutions. Led by Darren St-Georges, our Senior Strategic Wealth Advisor with over 15 years of experience, our team is committed to delivering exceptional service and strategic advice.

Meet Our Strategic Wealth Advisors

Our Approach

The St-Georges Group approach integrates comprehensive wealth management with a personal touch and strategic insight. With a foundation in collaboration and the collective expertise of our team, we offer solutions tailored to the diverse needs of our clients, ensuring their financial well-being is managed with care and precision.

Learn more about our approach

Our Team

Our team is comprised of dedicated professionals, each specializing in different facets of wealth management, from taxation to estate planning and insurance solutions. Led by Darren St-Georges, our Senior Strategic Wealth Advisor with over 15 years of experience, our team is committed to delivering exceptional service and strategic advice.

Meet Our Strategic Wealth Advisors

Why Choose The St-Georges Group?

There are many advantages to working with a wealth management team, but here’s what sets The St-George Group, a CI Assante wealth management firm in Montreal, apart.

The Human Factor

At The St-Georges Group, advice is only as valuable as the trust and relationships behind it. Our success stems from a deep focus on fulfilling our clients’ wealth and business ambitions. The cornerstone of our service is the lasting relationships we build, enhanced by our tailored solutions, valuable advice, and unwavering support at every life stage.

The Value We Deliver

Our distinction lies in our integrated wealth planning approach, designed for those who seek serious, professional advisory services. This commitment is mirrored in our mission, our values, and our actions.

The Support You Receive

In an ever-changing financial landscape, The St-Georges Group offers an unparalleled level of support. Our expert advice, tools and resources are designed to enhance your experience with personalized, integrated advice. Our goal is to increase your wealth while ensuring that you and your family are protected.

Specialized Services

The St-Georges Group is pleased to have built a reputation as expert wealth management advisors to dentists, healthcare professionals, and entrepreneurs. As one of these professionals, you can benefit from advice tailored to your unique situation.

A Brief History

Founded in 1995 by Michel St-Georges and Barbara Stranak St-Georges, The St-Georges Group has, over the years, quietly built its reputation as a wealth management firm who takes its clients’ family and financial needs to heart. From the outset, a passion for comprehensive wealth management and a commitment to integrity laid the foundations for what was to become a trusted name in wealth management.

Over the years, the firm continued to evolve, eventually becoming part of the great Assante family. In 2009, Darren St-Georges joined his parents in the wealth management consulting business. Representing the second generation, Darren took over the family business in 2015, bringing a blend of traditional values and innovative approaches to propel the group to new heights.

“When I joined the family business in 2009, I wanted to continue the tradition of trust and excellence established by my parents of helping families grow their wealth in a way that is transparent, personalized and always in their best interests.” – Darren

Under his leadership, The St-Georges Group has flourished, expanding its services and team to meet the changing needs of its customers, while maintaining the core values of collaboration, transparency and personalized service. In 2024, the leadership team expanded with the nomination of Valérie Forget as Partner. Today, The St-Georges Group, located in Dorval, is a symbol of excellence in wealth management in Montreal and Eastern Ontario, and a testament to enduring success based on family, expertise and an unwavering commitment to our clients’ financial well-being.

About-the-St-Georges-Group-Wealth-Management

Your Wealth, Our Commitment

At the St-Georges Group, you’re not just a client; you’re part of our community. Discover the difference of a wealth management service that is as invested in your financial success as you are. Welcome to a place where your wealth is managed with integrity, expertise, and a personal touch.

Get in touch with our team and let’s see if there is a good fitContact Us
Get in touch with our team and let’s see if there is a good fitContact Us