Wealth Management for 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 of CI Assante wealth advisors 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.

With over 20 years of experience in high net worth wealth management, helping families like yours make decisions that are tailored to your risk tolerance, family values, goals, and dreams for the future.

Wealth Management Services for High Net Worth Individuals and Famlies

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, our team of high net worth wealth and financial advisors starts 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, our team of high net worth wealth and financial advisors starts 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 High Net Worth 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 to high net worth individuals and families, 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. We are located in Pointe-Claire, just a few minutes away from the Montreal Pierre Elliott Trudeau Airport, the Technoparc and CF Fairview Pointe-Claire.

Frequently Asked Questions

At The Groupe St-Georges, our Assante strategic wealth advisors can create customized wealth management strategies that match your financial aspirations and lifestyle needs. This involves an in-depth analysis of your financial situation and the development of a personalized plan that balances growth and risk management, based on your objectives. We also conduct regular reviews and have proactive communication channels in place to quickly adapt your wealth management strategy to any changes in your financial circumstances.

Our wealth management firm provides a comprehensive suite of services that includes investment planning, estate planning, tax planning, insurance planning, charitable giving, cash flow management and more. We understand the importance of these services for wealth preservation and intergenerational wealth transfer, and have dedicated experts to assist you with these needs.

At The St-Georges Group, we have experts who specialize in business succession planning and multi-generational wealth transfer, ensuring a seamless transition of your assets. We work closely with you to create a customized plan that honors your legacy and family values.

We offer comprehensive risk management services, including asset protection strategies and insurance planning, to secure your growing wealth against potential liabilities and market uncertainties, safeguarding your wealth and financial legacy.