Valérie Forget

ValerieForget

Wealth Management Advisor

Valérie Forget, BA, B. Fin

Education & Experience

Bachelor of Commerce in Finance
Université du Québec en Outaouais

7+ years of experience

Contact

Email:
valerie.forget@assante.com

Telephone:
Tel: (514) 832-5112
Toll Free: 1-800-465-2898

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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

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 [...]

The “Not So Financial” Retirement Dilemma of Business Owners

Retirement is an exciting stage in a business owner’s life. It brings many possibilities like chasing dreams of leisure, traveling to new places, or simply unwinding and enjoying the results of your years of hard work. But retirement also brings some uncertainties and questions beyond money. According to the BDC, four out of ten entrepreneurs in Canada plan to leave their businesses in the next five years. Are you [...]

Beyond Procrastination: Early Financial Planning for Physicians

“He who fails to plan is planning to fail” – Winston Churchill Winston Churchill's words hold significant weight, especially for physicians who juggle a demanding career with personal financial responsibilities. As practitioners of medicine, understanding the nuances of strategizing and planning for the future can be the cornerstone of your financial success. When it comes to personal finance and investing, planning is not just a wise practice; it's an [...]

Critical Illness vs. Disability Insurance: Protecting Your Dental Practice and Your Future

Table of Content About Critical Illness Insurance About Disability Insurance Comparing of Coverages Evaluating Needs and Risks Making an Informed Decision Frequently Asked Questions As the owner of a successful dental practice, you understand the importance of protecting your livelihood and financial future. In this article, I discuss the key differences between critical illness and disability insurance, focusing on the benefits and considerations that are specific to dentists. By [...]

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