We have been clients of the St-Georges Group since 1997. We were back in Toronto at the time. Our first meeting with the St-Georges Group convinced us that we would be better served by them, at which time we decided to transfer our business despite having been with a competitor for over 15 years.
From the outset, we were marked by their empathy and their attentiveness regarding our wealth planning needs. We quickly realized that the team was always available when it came time for major decisions, from buying a house, to starting our business and to the eventual sale of our business. Their skillset covered all decision-making aspects, both on the personal and the professional front.
We greatly benefited from their expertise, and their involvement often went ‘beyond the call of duty’. In one instance, they took the time to meet with us during a period where we were living through very difficult and tense business dealings. In addition, well before we qualified for the full services of private wealth planning, they opened up their network of professionals to us. These are relationships we have kept for 25 years now.
The transition to Darren, the second generation owner of the St-Georges group, was very fluid for us, as well as for the other people we had referred to the St-Georges Group. In addition to Darren’s analytical sense, we noticed the same level of diligence in his follow ups, as well as the same rigour, availability and impartiality we had become accustomed to. More than just wealth advisors, the team members of the St-Georges Group have turned out to be mentors and friends.
We therefore continue to recommend the St-Georges Group to anyone wishing to optimize their wealth, regardless of their financial circumstances.