Preserving Wealth of High Net Worth Individuals & Families

For high net worth individuals and families, The St-Georges Group is honored to offer robust integrated wealth management strategies for large or complex portfolios with significant investment assets.

Our team helps you and your family protect, grow, enjoy, and share your wealth throughout all life stages. Most importantly, we offer you the peace of mind that everything and everyone you care about is in our highly capable hands.

We have over 20 years of experience helping families like yours make decisions that are tailored to your risk tolerance, family values, goals, and dreams for the future.

High Net Worth Individuals and Famlies_Wealth Management

What We Will Do For You

  • Optimize your investments
  • Reduce your tax burden
  • Make tax-efficient withdrawals
  • Maintain adequate insurance coverage
  • Reduce risk of losses

  • Transfer your wealth to the next generation

  • Plan for business succession
  • Arrange or update your estate plans
  • Select tax-efficient charitable giving and philanthropy strategies
  • Protect your family’s interests
  • Expand your family’s legacy

We Care About Your
Family’s Financial Future
as Much as You Do

We’ll take the time to listen and understand your unique circumstances.

While we want to know your financial goals, we start with getting to know you and all that is important to you such as your family, your dreams and your worries. We’ll make you feel like family and keep you up to date on all aspects of your finances.

With a strong corporate backing, meticulous security measures, adherence to strict industry standards, and industry-wide investor protection, you will know that your assets will stay well-protected.

We care about your family’s financial future as much as you do.

We’ll take the time to listen and understand your unique circumstances.

While we want to know your financial goals, we start with getting to know you and all that is important to you such as your family, your dreams and your worries. We’ll make you feel like family and keep you up to date on all aspects of your finances.

With a strong corporate backing, meticulous security measures, adherence to strict industry standards, and industry-wide investor protection, you will know that your assets will stay well-protected.

Simplifying Wealth Management

Our team recognizes that your time is valuable and that managing a large portfolio can be a chore. Offering wealth management in Montreal, The St-Georges Group aims to simplify your life with an integrated wealth planning approach. We understand that your family likely has long-time trusted legal and tax advisors, which is why we encourage you to invite them to our table. Reach out to our strategic wealth advisors today to arrange a quick, no-nonsense chat about your family’s needs.