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.
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 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.
