Our Wealth Management Strategies

You have worked hard to attain your wealth and we are here to help you protect, grow, and share it using effective wealth management strategies.

Our team of strategic wealth advisors works with you to prepare a customized strategy based on your objectives, stage of life, and risk tolerance. We use an integrated wealth planning approach to collaborate with your existing trusted advisors, providing us with a complete picture of your business and personal finance needs.

If you are a dentist, a health professional, an entrepreneur or a high net worth individual, the future of your family is too important to leave to chance, so let us help set you up for success with our customized wealth management strategies.

Wealth Management Strategies
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Tax Planning
Strategies

Keep more of your hard-earned money in your pocket by minimizing your tax burden using tax-smart strategies. To save, choose tax-deferred, tax-efficient, and tax-exempt options that suit your needs.

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Estate
Planning

Leave your family in good hands by arranging plans for your estate in advance. Transfer your assets to the next generation, support a cherished cause, and maximize tax-exempt legacy opportunities in your estate planning.

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Insurance
Planning

Arrange coverage early to ensure you and your family are covered for disability, critical illness, or loss of life when you need it most. As well, protect your assets and manage your risks while meeting specific investment objectives.

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Doctor
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Retirement Income
Planning Advice

Find the perfect balance between preserving your hard-earned wealth and benefiting from your investments in later life. Planning early helps ensure you are comfortable now and throughout retirement.

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Investment
Planning

Grow your wealth with a personalized plan tailored to your goals, stage of life, and risk tolerance. Choose best-in-class investments that are continually monitored to help you reach your desired financial milestones.

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Charitable
Giving

Utilize gift planning strategies to reach your philanthropic goals, leave your legacy, and support your cherished causes. Make use of tax-efficient solutions that make a difference to you and the causes you support.

LEARN MORE
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Cash Flow
& Debt Management

Optimize your business and manage your debt, to ensure you have what you need when you need it. Maximize the liquidity of your assets and minimize the cost of funds by managing your inflows and outflows strategically.

LEARN MORE
icon 1 copy(1)

Tax Planning
Strategies

Keep more of your hard-earned money in your pocket by minimizing your tax burden using tax-smart strategies. To save, choose tax-deferred, tax-efficient, and tax-exempt options that suit your needs.

LEARN MORE
icon 2 copy(1)

Estate
Planning

Leave your family in good hands by arranging plans for your estate in advance. Transfer your assets to the next generation, support a cherished cause, and maximize tax-exempt legacy opportunities in your estate planning.

LEARN MORE
icon 3 copy(1)

Insurance
Planning

Arrange coverage early to ensure you and your family are covered for disability, critical illness, or loss of life when you need it most. As well, protect your assets and manage your risks while meeting specific investment objectives.

LEARN MORE
icon 4 copy

Retirement Income
Planning Advice

Find the perfect balance between preserving your hard-earned wealth and benefiting from your investments in later life. Planning early helps ensure you are comfortable now and throughout retirement.

LEARN MORE
icon 5 copy

Investment
Planning

Grow your wealth with a personalized plan tailored to your goals, stage of life, and risk tolerance. Choose best-in-class investments that are continually monitored to help you reach your desired financial milestones.

LEARN MORE
icon 7 copy

Charitable
Giving

Utilize gift planning strategies to reach your philanthropic goals, leave your legacy, and support your cherished causes. Make use of tax-efficient solutions that make a difference to you and the causes you support.

LEARN MORE
icon 6 copy

Cash Flow
& Debt Management

Optimize your business and manage your debt, to ensure you have what you need when you need it. Maximize the liquidity of your assets and minimize the cost of funds by managing your inflows and outflows strategically.

LEARN MORE

Why Choose to Work With Us

The St-Georges group has been providing services in wealth management in Montreal, Quebec, and Ontario for over 20 years. Through our comprehensive and integrative approach to wealth management, we provide you with access to a broad range of services and solutions supported by a talented in-house network of wealth planning experts.

If you are ready to take control of your financial future, grow your wealth, and protect the interests of your family, we are ready to meet you and provide you with wealth management strategies tailored to your unique situation and goals. Let’s set up a time to chat more about how we can help you achieve your goals. Together, we can plan the best way to fulfill your dreams now and in the future.