Darren St-Georges
Senior Wealth Advisor
Darren St-Georges, BA, B. Comm
Education & Experience
Bachelor of Commerce in Finance from John Molson School of Business
15 years of experience
Associations & Accreditations
IIROC (Investment Industry Regulatory Organization of Canada)
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About Darren St-Georges
Darren St-Georges is a senior wealth management advisor at Assante with over 15 years of experience. Assisted by a team of experts, he has helped many clients, such as dentists, health professionals and business owners, to understand complex financial issues and achieve their financial goals. Darren offers a personalized and integrated approach to wealth management. His mission is to use his experience and skills to bring financial peace of mind to his clients, also writing about wealth management, tax planning, insurance planning, retirement income planning. Contact Darren for expert wealth management advice.
See Darren’s full bio on the team page and follow Darren on LinkedIn.
Recent Articles
When and Why To Update Your Insurance Plan as Your Dental Practice Grows
As your dental practice expands, so does your exposure to financial risk. The insurance plan you put in place years ago may no longer match the reality of your business, income, or family situation. You see, insurance isn’t something you set once and forget. Just as your practice evolves, so should the protection around it. An outdated plan could leave gaps that put both your practice and your personal finances [...]
Salary or Dividends: What Compensation Strategy Should You Choose as an Entrepreneur?
For incorporated business owners in Quebec, there are several ways to pay yourself: salary, dividends, or both. Although this choice might seem straightforward, as an entrepreneur, it can significantly affect your personal finances, your business’s tax obligations, and your retirement plans. In this article, I outline the pros and cons of each option, including strategies that can help reduce your tax burden and build long-term wealth. Keep in mind [...]
How Much Life Insurance Do You Need as a Business Owner?
As a wealth management advisor at CI Assante, I have helped many Montreal business owners protect what matters most to them: their business and their family. When I discuss insurance planning with my clients, one question often comes up: “How much life insurance do I need as a business owner?” It's a valid question that, unfortunately, has no “one size fits all” answer. Determining the amount of life insurance a [...]
Celebrating the Nomination of Valérie Forget as Partner at The St-Georges Group
I am thrilled to announce the appointment of Valérie Forget as a partner of The St-Georges Group Wealth Management in Dorval, Montreal. This significant milestone reflects her dedication, expertise, and unwavering commitment to our clients. Valérie’s journey with us is a testament to her hard work and the value she brings to our firm and the broader Montreal community. Valérie’s Journey and Accomplishments Valérie’s journey with us has been [...]
