Wealth Management for Dentists

Located in Dorval in the West Island, The St-Georges Group specializes in wealth management and financial planning for dentists in the Greater Montreal area and beyond. Whether you are a newly graduated dentist, established in an active practice, or planning to sell your business and retire in comfort, we have the right integrated wealth management solution for you and your family. Our team understands that different stages of life and business require different approaches to managing debt and cash flow, maintaining adequate insurance, investing in the future, and planning for what’s next. With over 20 years of helping dentists grow and protect their practices and the support of CI Assante’s financial experts, we are well-equipped to help you reach your financial milestones and secure your family’s future.

Starting Your Career

As a newly graduated dentist, you likely have concerns about managing debt or how to start your practice with limited financial resources. Now that your many years of education are complete, you may also want to get married, purchase a home, start or expand your family, and save for the future.

Getting started can be a tough part of building a successful business. We will evaluate your current financial situation, discuss your goals, and develop a plan that suits your needs as well as your family’s needs. As your business and your family grow, we will work with you to adapt your wealth management strategies accordingly.

Some of the expertise we can offer you include debt management, cash-flow budgeting, corporate structure planning, insurance planning, tax planning.

Start your journey to financial success today with our wealth management and financial planning services for dentists.

Dentists_Tablet

Starting Your Career

As a newly graduated dentist, you likely have concerns about managing debt or how to start your practice with limited financial resources. Now that your many years of education are complete, you may also want to get married, purchase a home, start or expand your family, and save for the future.

Getting started can be a tough part of building a successful business. We will evaluate your current financial situation, discuss your goals, and develop a plan that suits your needs as well as your family’s needs. As your business and your family grow, we will work with you to adapt your wealth management strategies accordingly.

Some of the expertise we can offer you include debt management, cash-flow budgeting, corporate structure planning, insurance planning, tax planning.

Start your journey to financial success today with our wealth management and financial planning services for dentists.

Growing Your Practice

Operating a successful practice can be a lot of work. As experts in wealth management for dentists, The St-Georges Group can help you make important decisions for your business and your family.

Whether you are considering expanding your practice, purchasing a larger home, investing in your children’s education – or all three – we help you make well-informed decisions that enhance your wealth and secure the future of your business and your family.

Our team of strategic wealth advisors for dentists works with you to:

  • Maintain adequate insurance coverage

  • Reduce your tax burden
  • Make smart financial decisions

  • Grow your business

  • Save for the future

  • Help you support your favorite charities

Ready to take your practice and wealth to the next level?

Thinking About Retirement

When retirement is in sight, you want to make sure you’re on track to achieve your goals, protect your family’s interests and enjoy your future life comfortably. Your children may be grown, your parents may need extra care, and you may be thinking about how you can enjoy your hard-earned money and leave a legacy.

Our team of expert financial advisors for dentists will simplify the management of your estate and give you the peace of mind of knowing that everything and everyone is taken care of.

We will help you:

  • Review your will

  • Make arrangements for your estate

  • Arrange adequate insurance

  • Prepare to sell your practice or plan for business succession

Count on the Groupe St-Georges team of experts to help you achieve a comfortable, worry-free retirement.

Our Wealth Management Strategies for Dentists

Frequently Asked Questions

Dentists, like all professionals, need a wealth and financial plan to ensure their hard-earned money is effectively managed and grown. It helps them to prioritize their financial goals, make informed decisions about investments, manage their debts, and ensure a comfortable retirement. Additionally, owning a dental practice often comes with its unique financial challenges and opportunities; a tailored plan can help navigate these efficiently. Reach out to our wealth and financial advisors for dentists to lay the foundations of your perfect wealth management plan.

Besides budgeting and emergency savings, wealth and financial planning for dentists should include strategies such as goal setting, tax planning, insurance planning, investment strategy, debt management, retirement planning, and estate planning. As specialists in wealth management for dentists, we can help you implement several strategies to help you grow your assets.

Owning and expanding a dental practice can significantly impact your wealth and financial goals and cash flow. Our wealth management services account for practice valuations, buy-ins, expansion costs, and succession planning, ensuring your personal and professional finances are harmonized.

Dentists can leverage various tax-efficient strategies like incorporating their practice, utilizing retirement accounts, and employing income-splitting techniques. Because we have a thorough understanding of the financial realities specific to dentists, we can provide guidance on maximizing these strategies tailored to your unique situation.

At The St-Georges Group, we help dentists map out a retirement strategy, factoring in practice sale or transition, retirement accounts, passive income sources, and estate planning. This ensures a comfortable retirement while maintaining your desired lifestyle.

Insurance coverage is an important component of wealth management for dentists. Besides professional liability insurance, a dentist should consider the following insurance coverage:

  • Disability Insurance: In case an injury or illness prevents you from working.
  • Critical Illness Insurance: To protect against the financial burdens of severe illnesses.
  • Life Insurance: To provide for your loved ones in case of your demise.
  • Property & Casualty Insurance: For your practice’s physical assets. (Not offered by The St-Georges Group.)
  • Health Insurance: To cover medical expenses.

We can help you put the right insurance coverage in place to protect yourself, your practice, your assets and your family. If we can’t offer you a specific insurance product, we’ll be happy to refer you to the right insurance professional.

An Integrated and
Simplified Approach to
Wealth Management For
All Stages of Your Life

You dedicate your life to caring for others.
We take care of you from graduation to retirement.

We simplify your life by offering you everything you need – all in one place. Counting among the best wealth and financial advisors for dentists, our team of CI Assante advisors considers all factors related to your life, your business, your family, and your future goals and dreams to propose the best wealth management strategies that suit you best.

You dedicate your life to caring for others.
We take care of you from graduation to retirement.

We simplify your life by offering you everything you need – all in one place. Counting among the best wealth and financial advisors for dentists, our team of CI Assante advisors considers all factors related to your life, your business, your family, and your future goals and dreams to propose the best wealth management strategies that suit you best.

An Integrated and Simplified Approach to Wealth Management For All Stages of Your Life

You dedicate your life to caring for others.
We take care of you from graduation to retirement.

We simplify your life by offering you everything you need – all in one place. Counting among the best wealth and financial advisors for dentists, our team of CI Assante advisors considers all factors related to your life, your business, your family, and your future goals and dreams to propose the best wealth management strategies that suit you best.

Meet With Us

Sit down and have a coffee with one of our strategic wealth advisors for a confidential
consultation about your wealth management needs.

St-George - Meet With Us - EN

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