At The St-Georges Group, we simplify the lives of dentists, health professionals, entrepreneurs and high net worth individuals by addressing all aspects of their financial well-being from investments and insurance to tax and estate planning. We use an integrated wealth planning approach to best serve your needs.

Just as we make it easy for you to find all the wealth management strategies you need in one place, our new website makes it easy for you to learn all about wealth management and our services.

Listed below are some important aspects of who we are and what information you can find on our website.

Our Clients

As a high-earning professional with a packed schedule, it always helps to have a trusted confidant and qualified professional when it comes to managing your wealth. By browsing this section you will be able to see the extent of the personalized services we can offer you.

If you are a dentist, a health professional, an entrepreneur, or a high net worth individual, we will work with you and your current team of advisors to grow your wealth. We’ll suggest the best tax-saving strategies for you, taking into account your goals and dreams for now and the future, your concerns, your family, and the stage of life you’re in.

Looking for expert advice on how to manage your wealth? Go to our main clients page or your specific profession page to learn more about our services.

Our Approach

Our strategic wealth advisors bring their many years of expertise to ensure a smoothly integrated wealth management approach. We will be right by your side making the right decisions together. We are ready to simplify your life, organize your business, maximize your portfolio’s returns, and help you make decisions about your future with confidence.

Our approach is unique because we:

  • Understand what matters most to you
  • Enjoy building personal relationships
  • Help you achieve your life goals and financial milestones
  • Work with your existing team

Our Wealth Management Strategies

At The St-Georges Group, we offer several wealth management strategies as part of our integrated wealth planning approach. We believe that this is the best way to optimize your finances to best set you up in the future. At the heart of our wealth management strategies, you will find the following:

  • Tax planning: By implementing various tax strategies, we help you keep more of your hard-earned money in your pocket. Our expertise allows you to reduce your tax burden through tax-deferred, tax-efficient, and tax-exempt options.
  • Estate planning: We help you set a legally binding plan to outline your wishes upon disability or death, prepare a detailed will, assign power of attorney, draft bequest memorandums, start important family discussions, seek tax-efficient wealth transfer solutions, and much more.
  • Insurance planning: Insurance is a critical part of a comprehensive wealth management plan. Having the right insurance coverage can not only reduce the possible financial consequences to you, your family, and your business, it is also an effective tax-saving strategy.

The St-Georges Group also offers other wealth management strategies such as investment planning, charitable giving, cash flow management, debt management and retirement income planning advice.

Your financial well-being is important to us

As an Assante Wealth Management firm, we are able to offer you a comprehensive approach to wealth management in Montreal. After a review and evaluation of your current financial situation, we will provide you with a plan that will encompass all of your financial well-being while respecting your goals and needs.

Go ahead and discover our new website and services and feel free to request a confidential consultation to discuss your wealth management needs with one of our strategic wealth advisors.