An Integrated Wealth Planning Approach

Creating and growing your wealth can be overwhelming if you are trying to navigate alone. Working with The St-Georges Group from CI Assante wealth management means that you don’t have to. Using integrated wealth planning, our team of strategic wealth advisors is ready to simplify your life, optimize your business, maximize your portfolio’s returns, and help you make decisions about your future with confidence.

Discover Our Unique Approach

We Understand What
Matters Most to You

In speaking with our clients over the past 20 years about their dreams, fears, and challenges, it is evident that wealth planning isn’t simply about managing money. It is about preparing for the future, maximizing your business’ success, optimizing your retirement – and most importantly – taking care of everyone you love.

We Enjoy Building
Personal Relationships

Wealth is an intimate and deeply personal topic that can be difficult to speak about. That is why it pays to have wealth management advisors who feel like lifelong friends. Our team becomes invested in you and your success, speaks candidly about what we feel serves your best interest, and offers a no-nonsense approach to advising. We take your future and the security of your family as seriously as you do, and we never provide advice we wouldn’t follow ourselves.

We Help You Achieve Your
Life Goals & Financial Milestones

Our team at The St-Georges Group can help you achieve your goals and reach your financial milestones at every stage of life. Whether you need to pay off student debt, grow your business, purchase a property, pay for your children’s education, plan for retirement, make arrangements for your estate, or plan your legacy giving, we are here to guide you every step of the way.

We Work With
Your Existing Team

We don’t just believe in the strength of collaboration; we have seen that it works. Our team recognizes that you likely already have tax and legal advisors that you trust with your family’s wealth and future. Because we favor an integrated wealth planning approach, we encourage all our clients to invite their existing team to our table, allowing us to work together, share information, and make informed decisions that consider all aspects of your life and portfolio.

A Trusted &
Comprehensive
Team of Licensed
Professionals

The St-Georges Group includes licensed, professional wealth advisors and leading experts in taxation, financial and estate planning, and complementary insurance solutions.

We work together to thoroughly understand your business, evaluate your current assets, and define your objectives before presenting a comprehensive plan that is tailored to your needs.

A Trusted & Comprehensive Team of Licensed Professionals

The St-Georges Group includes licensed, professional wealth advisors and leading experts in taxation, financial and estate planning, and complementary insurance solutions.

We work together to thoroughly understand your business, evaluate your current assets, and define your objectives before presenting a comprehensive plan that is tailored to your needs.

Secure Your Future Today

Benefit From Integrated Wealth Planning

Regardless of which stage of life you are in, it is never too early or too late to start growing and preserving your wealth. Our team of strategic wealth advisors takes a personal approach to help you choose the right wealth management strategies for you, your family, and your business. We offer more than integrated wealth planning in Montreal; we offer you peace of mind and confidence in your financial future. Let’s get the conversation started to see if there’s a good fit!

An Integrated Wealth Planning Approach