Valérie Forget
Wealth Management Advisor
Valérie Forget, BA, B. Fin
Education & Experience
Bachelor of Commerce in Finance
Université du Québec en Outaouais
7+ years of experience
Associations & Accrediations
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About Valérie Forget
Valérie has been an integral part of the St-Georges Group since 2019, with her affiliation to the Assante wealth management family beginning in 2015. She earned her Bachelor in Finance from the Université du Québec en Outaouais in 2016, and is now obtaining her financial planning designation (Pl. Fin.). Further bolstering her financial expertise, Valérie completed courses from the Canadian Securities Institute, ensuring she stays updated with the latest financial trends and strategies. Valérie excels in conducting detailed financial analyses and calculations. Her approach is centered on understanding clients’ unique financial landscapes and offering adaptive wealth management solutions tailored to their evolving needs.
See Valérie’s full bio on the team page and follow Valérie on LinkedIn.
Recent Articles
Understanding the New Capital Gains Tax Rules and How They Affect You
Effective June 25, 2024, significant changes to the capital gains tax rules came into effect in Canada. As a business owner, it's essential to understand these changes and how they may affect your individual or corporate taxation planning and investment strategies. In this blog, I explain the new capital gains changes and some incentives that can help you navigate them effectively. What Are Capital Gains? Let's start with the basics. [...]
RRSP, TFSA, RESP and FHSA 2023
With the New Year upon us, The St-Georges Group team would like to offer a reminder and some general information regarding some registered plans you may have. Note that some information may not apply to you. Registered Retirement Savings Plan (RRSP) You have until March 1st 2023, to contribute towards the 2022 tax year. Please do not wait until the last minute as clients sometimes encounter unexpected last-minute obstacles. It would [...]
Why Trying to Time the Market is a Flawed Strategy for Physicians
In the world of personal finance and investing, there's a persistent debate about whether one can or should try to time the market. Many individuals, driven by a mix of intuition, fear, and ambition, believe they can outsmart the market by making precisely timed investments. But is it truly possible to predict market fluctuations consistently? The common adage, “time in the market beats timing the market,” highlights the pitfalls of [...]
Avoiding Financial Mistakes: Tips for Physicians in Relationships
One of the critical and often overlooked aspects of managing money is effective communication between partners. According to a survey by Certified Divorce Financial Analyst® professionals, a significant 22% of divorces are attributed to “money issues”, and physicians are no exception. Consequently, ensuring mutual understanding and alignment of financial goals and strategies within a committed relationship is pivotal in fostering financial harmony and avoiding potential conflicts. Why Financial Planning [...]
