As a medical professional, you improve and maintain the health of your patients, but who’s looking out for your financial health? When it comes to finance and wealth management, not everyone has the energy and time to invest in consulting with different finance and insurance professionals to secure their financial future and protect their assets.
This is the main reason I became a wealth advisor. I wanted to help people like you achieve their goals and dreams while allowing them to free up time to run their business and spend time with their family.
So, let me introduce myself. I’m Darren St-Georges, Senior Wealth Advisor of The St-Georges Group with Assante Capital Management Ltd.
Getting to Know us
At The St-Georges Group, my team and I have advised dentists, medical professionals, and many more professionals on matters of investments, insurance, taxation, and estate planning for over 25 years. As the operator of a second-generation, family-owned business, I understand the delicate balance between work and home life.
This is why I like getting to know my clients first by talking with them in order to properly assess their current financial situation, but more importantly to better understand them, their goals and dreams they would like to achieve. Once I have this information in hand, I can better set up a detailed and personalized financial plan.
As a senior wealth advisor, I can line up the right services and products tailored to your needs and keep your investments growing through a thorough review and rebalancing of your portfolio. Services and products I might recommend to you may include:
- Tax planning and tax-saving solutions
- Estate planning
- Retirement planning
- Investment strategies
- Life, disability, and critical illness insurance
- Business succession planning
- Individual Pension Plans (IPP) and Personal Pension Plans (PPP)
When needed, I can also connect you with our network of in-house professionals such as lawyers, accountants, and financial planners, and follow up with them on services not provided directly by myself or one of my wealth advisors.
Choosing The St-Georges Group as Your Wealth Advisors
The St-Georges Group integrates personalized wealth and insurance advisory services that make your financial life more manageable. My specialization includes assisting small and medium-sized business owners, such as medical professionals and dentists. This helps me hone my skills and stay on top of the latest changes in business and tax regulations and practices.
I enjoy working with smart, ambitious, and caring clients. For me, it’s the people and dreams behind the numbers that matter the most. That’s why you will always receive friendly, no-nonsense advice from me and my team on your financial matters. But before I give you any advice, I will make sure that I have a full understanding of your family situation, your current financial goals, and your plans for the future.
Growing Your Wealth and Protecting Your Assets
Some of my clients are just starting their practices. If this describes you, you may want to work on paying off some debts and buying a home.
As an experienced strategic wealth advisor, I can discuss with you about different investment and tax-saving strategies like incorporating your business to help you achieve your business and personal goals. I can also put you in touch with experts who can provide the best mortgage options and discuss financing for your business.
If you’re planning on starting a family or already have young children, I can help you set aside money for their education and help you save on taxes at the same time.
When we’re young, we tend to neglect to protect ourselves from illness and other uncontrollable life events. If there is something that the COVID-19 pandemic has taught us is that life is unpredictable. To protect your assets and income, we can review the most relevant insurance options based on your family and business situation. I’ll make sure you understand every aspect of them to make the right decision.
Getting Ready for Early Retirement
Wealth Management is not a “set it and forget it” endeavour. As you grow older, your plans may include early retirement or purchasing a vacation home. With our network of wealth planning professionals, I can help make your dreams a reality.
Depending on your age, situation, and long and short-term projects, we can look at different retirement and investment strategies like the usual Registered Retirement Savings Plan (RRSP) and Tax-Free Savings Account (TFSA), as well as many other outside-the-box strategies tailored to your circumstance.
Everyone is different and so are everyone’s goals and dreams. Even your own objectives can change as you grow older and your life situation evolves. But don’t worry, I will be there to assist you every step of the way. As a dad with two young kids, I am familiar with some of the changes and challenges that life can throw at us.
Contact Me Today
As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Please feel free to connect with me, reach out to email@example.com or call me directly at 514-832-5112.
*Note to the reader: This article was originally published on LinkedIn on December 9, 2020.