Holistic Wealth Approach for Entrepreneurs

As an entrepreneur, you work hard for everything you have, and your primary focus is on growing your business, retaining your best employees, protecting your wealth, and spending meaningful time with your family. With many demands on your time and energy, it can be tough to find time to focus on your financial health. As business owners ourselves, we understand that you’re busy which is why we accommodate your schedule and work with you to simplify your life by helping you take care of your wealth.

At The St-Georges Group, we help optimize your business planning strategies so you can reach your goals, grow your wealth, keep your employees happy, and protect your family’s interests.

Optimizing and Protecting Your Business

When your business is thriving, the demands on your time can be even greater than they once were, especially if you have not yet optimized your personal and business affairs. You may have a healthy bank account and a few investments but feel there is limited time to focus on making the most of your assets.

You are likely also concerned about:

  • Risks that could threaten everything you have worked so hard to acquire for your family and the employees who rely on you

  • Reducing your tax-burden

  • Making tax-efficient investments that benefit you, your family, and your business

  • Keeping your key employees happy

  • Maintaining adequate insurance coverage

  • Managing debt and cash flow

Entrepreneurs_Wealth Management_Tablet

Optimizing and Protecting Your Business

When your business is thriving, the demands on your time can be even greater than they once were, especially if you have not yet optimized your personal and business affairs. You may have a healthy bank account and a few investments but feel there is limited time to focus on making the most of your assets.

You are likely also concerned about:

  • Risks that could threaten everything you have worked so hard to acquire for your family and the employees who rely on you

  • Reducing your tax-burden

  • Making tax-efficient investments that benefit you, your family, and your business

  • Keeping your key employees happy

  • Maintaining adequate insurance coverage

  • Managing debt and cash flow

Wealth Management Strategies We Customize For You

  • Business structure
  • Investments
  • Group benefits
  • Cash flow and debt management

  • Insurance

  • Taxation

  • Charitable giving

  • Retirement planning

Wealth Management Strategies We Customize For You

  • Business structure
  • Investments
  • Group benefits
  • Cash flow and debt management

  • Insurance

  • Taxation

  • Charitable giving

  • Retirement planning

Planning What’s Next for You and Your Business

It is never too early to start thinking about what’s next for you, your business, and your family.
Planning well in advance helps you put tax-smart strategies in place that ensure you have:

  • Access to your assets when you need them

  • The ability to maintain your current lifestyle in retirement

  • A profitable plan to help you step back from your business
    when the time is right

  • Tax-efficient investments for your family

  • A plan in place for your estate

  • The ability to achieve legacy goals

  • Maximizing your lifetime capital gains exemption
    for you and your family members

Working with The St-Georges Group

Whether your primary concern is tax efficiency, cash flow and debt management, employee satisfaction, risk management, or all of the above, The St-Georges Group has an holistic wealth management approach that is optimal for you. We help simplify your life by offering everything you need – all in one place.

Our team of strategic wealth advisors considers all factors related to your life, business, and goals to find solutions that suit you and your family. You have dedicated your life to your business, and we help protect your interests and the interests of everyone who relies on you.