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 nothing short of inspiring. With over 9 years of experience in the financial services industry at CI Assante, she has consistently demonstrated her dedication to clients’ financial success and extensive wealth management expertise. As a strategic wealth advisor, her approach is personalized and empathetic to ensure that each client receives customized guidance tailored to their unique goals.

Holding a bachelor of finance, Valérie has played an important role in shaping our Montreal wealth management firm. Her knowledge in tax planning, estate planning, investment planning, and insurance planning, to name a few, has greatly benefited our clients, helping them better understand the unique financial aspects of their situation.

Valérie’s Role and Vision

As a partner, Valérie will continue to lead with the same passion and integrity that have defined her career to date. She will oversee key client relationships, drive strategic initiatives, and mentor our next generation of advisors. Her vision for wealth management at The St-Georges Group is rooted in our core values of trust, excellence, and client-focused service. Using an integrated wealth planning approach, Valérie will ensure that all aspects of your financial health are addressed and that complex financial issues are simplified to help you make informed decisions.

What This Means for Our Clients

Valérie’s nomination as a partner demonstrates our ongoing commitment to excellence and customer satisfaction. Our clients can expect the same high level of service and personalized attention they have always received. Valérie’s leadership will undoubtedly strengthen our team, allowing us to provide even more innovative and effective wealth management solutions.

“I believe in creating close, collaborative relationships with my clients based on trust and long-term commitment. My goal is to ensure that my clients feel supported and understood throughout their financial journey. It’s an honour to become a partner at St Georges Wealth Management, and I am excited to continue working with our exceptional team to help our clients achieve their financial goals.”

Our Services

At The St-Georges Group, we offer a range of wealth management services to help our clients achieve their financial goals:

• Tax Planning: Optimize your tax strategy to maximize your wealth.
• Estate Planning: Plan for the future and protect your legacy.
• Insurance Planning: Ensure you and your loved ones are protected.
• Investment Planning: Develop a comprehensive plan tailored to your financial goals.
• Retirement Income Planning Advice: Create a sustainable retirement income strategy to ensure a comfortable and secure retirement.
• Charitable Giving: Maximize the impact of your philanthropic efforts with effective charitable giving strategies.
• Cash Flow & Debt Management: Improve your financial health by managing cash flow and reducing debt.

Join Me in Welcoming Valérie as a Partner

I am happy to celebrate with you the well-deserved appointment of Valérie as a partner. Together, we are committed to providing you with quality wealth management services that inspire confidence and generate growth while taking into account your goals and dreams. Your trust and partnership constantly motivate us to strive for excellence in everything we do.

Thank you for being an integral part of The St-Georges Group Wealth Management family. Valérie and I look forward to continuing our journey with you, helping you achieve your financial goals with proven wealth management strategies, and celebrating many more successes in the future.