Insurance Planning

Insurance is a critical part of a comprehensive wealth management strategy as it offers many benefits to you and your business.

Life happens, and you never know when you may be faced with the unexpected. While you cannot predict when risks will arise, you can put protective measures in place to reduce the financial consequences to you, your family, and your business.

At The St-Georges Group, our team of strategic wealth advisors can help you enhance your financial plan and give you peace of mind that you will have insurance coverage when you or your family need it. Not only does insurance planning give you peace of mind, it is also a key component of our tax saving strategies.

We Are Experts In

  • Asset protection review

  • Cash flow protection

  • Life insurance

  • Critical illness and disability insurance

Insurance Planning

Insurance is a critical part of a comprehensive wealth management strategy as it offers many benefits to you and your business.

Life happens, and you never know when you may be faced with the unexpected. While you cannot predict when risks will arise, you can put protective measures in place to reduce the financial consequences to you, your family, and your business.

At The St-Georges Group, our team of strategic wealth advisors can help you enhance your financial plan and give you peace of mind that you will have insurance coverage when you or your family need it. Not only does insurance planning give you peace of mind, it is also a key component of our tax saving strategies.

We Are Experts In

  • Asset protection review

  • Cash flow protection

  • Life insurance

  • Critical illness and disability insurance

Determining Your Coverage Needs

At The St-Georges Group, we get to know you intimately before making recommendations. We will meet with you to discuss your personal situation, the details of your business, the existing insurance coverage in place, and your family’s unique needs.

Our team also offers an integrated wealth planning approach, which is why we invite your existing trusted advisors to join us. Together, we can determine which insurance and other wealth management strategies are best for you, your family, and your business.

Insurance Planning

Determining Your Coverage Needs

At The St-Georges Group, we get to know you intimately before making recommendations. We will meet with you to discuss your personal situation, the details of your business, the existing insurance coverage in place, and your family’s unique needs.

Our team also offers an integrated wealth planning approach, which is why we invite your existing trusted advisors to join us. Together, we can determine which insurance and other wealth management strategies are best for you, your family, and your business.

Insurance Planning Solutions You Can Trust

At any time, you may be faced with situations that prevent you from earning the income that you, your family, and your employees rely on. Your personal health may decline, or an accident could harm you or your property, threatening your ability to sustain cash flow. For that reason, coverage for you, your income-earning partner, your assets, and your business operations is critical.

Our team ensures that all your interests are protected with effective insurance planning solutions you can trust now and in the future.

Have questions about the role of insurance planning in wealth management?

An Integrated and
Simplified Approach to
Wealth Management

Regardless of your stage of life and your insurance coverage needs, The St-Georges Group offers an integrated wealth planning approach to simplify your life by offering everything you need in a centralized place.

An Integrated and Simplified Approach to Wealth Management

Regardless of your stage of life and your insurance coverage needs, The St-Georges Group offers an integrated wealth planning approach to simplify your life by offering everything you need in a centralized place.