Comprehensive Wealth Management for
Health Professionals

As a health professional, you know that it takes a well-coordinated team of experts to deliver the highest quality of patient care. You are invested in your patients, you review their health history, and you dedicate your life to improving their well-being. At The St-Georges Group, we take a similar approach to caring for our clients’ financial health. We understand the importance of knowing all the facts, taking a personal approach, and offering well-educated solutions to challenges.

Whether you are a newly graduated health professional, established in a thriving medical practice, or planning to sell your practice and/or clinic and retire in comfort, The St-Georges Group has an integrated wealth management solution for you and your loved ones. With over 20 years of helping health professionals grow and protect their practices, we are experts in securing your financial health now and in the future.

In the Early Stages of
Your Career

Now that your many years of education are complete, you are likely thinking about paying off debt, getting married, purchasing a home, growing your family, and saving money for the future. You’re probably also wondering when is the best time to incorporate your practice. The St-Georges Group is here to help!

Our team evaluates your current financial situation, discusses your goals, and develops a plan that suits your needs. As your wealth and your family grows, we will work with you to adjust your wealth management solutions accordingly.

Things We Can
Help You With

  • Debt management
  • Cash-flow budgeting
  • Investment planning
  • Business structure planning
  • Insurance planning
  • Taxation planning

In the Early Stages of Your Career

Now that your many years of education are complete, you are likely thinking about paying off debt, getting married, purchasing a home, growing your family, and saving money for the future. You’re probably also wondering when is the best time to incorporate your practice. The St-Georges Group is here to help!

Our team evaluates your current financial situation, discusses your goals, and develops a plan that suits your needs. As your wealth and your family grows, we will work with you to adjust your wealth management solutions accordingly.

Things We Can
Help You With

  • Debt management
  • Cash-flow budgeting
  • Investment planning
  • Business structure planning
  • Insurance planning
  • Taxation planning

When You Run an Established Practice

Balancing a demanding professional life with your personal one can be exhausting, but The St-Georges Group can help you make important decisions for your practice and your family.

Whether you would like to expand your practice, purchase a larger home, pay for your children’s schooling – or all three – we help you make educated decisions that enhance your wealth, secure your future, protect your family, and simplify your life.

Our team works with you to:

  • Maintain adequate insurance coverage

  • Reduce your tax burden

  • Manage your finances

  • Invest in your business

  • Save for the future

  • Share your wealth through charitable giving

Health Professionals

When You Run an Established Practice

Balancing a demanding professional life with your personal one can be exhausting, but The St-Georges Group can help you make important decisions for your practice and your family.

Whether you would like to expand your practice, purchase a larger home, pay for your children’s schooling – or all three – we help you make educated decisions that enhance your wealth, secure your future, protect your family, and simplify your life.

Our team works with you to:

  • Maintain adequate insurance coverage

  • Reduce your tax burden

  • Manage your finances

  • Invest in your business

  • Save for the future

  • Share your wealth through charitable giving

When Retirement is Approaching

When retirement is within reach, you want to make sure that you are on track to achieve your goals, protect your family, and maintain your current lifestyle in retirement. You are likely thinking more about how you will maximize the value of your business, enjoy your wealth, and leave a legacy in your community while still continuing to take care of your family.

Our team of strategic wealth advisors simplifies your wealth management, giving you peace of mind that everything and everyone is taken care of when you are ready to take a well-deserved step back.

Some of the wealth planning strategies that can work for you include:

  • Estate planning and preservation
  • Will planning
  • Retirement planning
  • Tax planning

  • Insurance planning

We simplify your life by offering
everything you need in one place.

Regardless of which stage of life you are in,
The St-Georges Group offers an integrated wealth planning approach to financial advising.

Our team considers all factors related to your life, your business, and your future goals and dreams to find wealth management strategies that suit you and your family best. You have dedicated your life to caring for the well-being of others, and we ensure that you are taken care of from graduation to retirement.

We simplify your life by offering everything you need in one place.

Regardless of which stage of life you are in, The St-Georges Group offers an integrated wealth planning approach to financial advising.

Our team considers all factors related to your life, your business, and your future goals and dreams to find wealth management strategies that suit you and your family best. You have dedicated your life to caring for the well-being of others, and we ensure that you are taken care of from graduation to retirement.