Darren St-Georges, BA, B.Comm.

Senior Wealth Advisor
Financial Security Advisor

Darren, the 2nd generation owner of The St-Georges Group, has over 15 years of experience in the industry. Having started contributing to the business while completing his bachelor of commerce in finance at the John Molson School of Business, he explored other avenues that took him to study and live in Australia for many years. Bolstered by his life experiences abroad, he reintegrated the business in 2009 as partial owner and completed the transition in 2015.

A strong believer in the strength of collaboration, as well as the view that investment advice in isolation is of little value, Darren has built his team to consist of leading professionals in key areas of taxation, financial and estate planning, and complementary insurance solutions.

Firm in his view that clients need to be engaged and fully understand the recommendations and strategies proposed, the families he works with appreciate his ability to simplify complex subjects matters. Furthermore, they appreciate his acknowledgement that peace of mind goes beyond financial matters and that, as such, they always have an attentive ear and sounding board in him regardless of the discussion.

When not running the business, Darren enjoys spending time with his wife and two boys, learning new instruments, and travelling. He also gives back to the community through his involvement with the Games for Hope Foundation, his participation in the reading program at his children’s school, and coaching little league soccer.


*Insurance products and services are provided through Assante Estate and Insurance Services Inc.

Valerie Forget

Wealth Management Advisor

Having graduated from the University of Quebec in Outaouais with a Bachelor of Finance with honours, Valérie joined The St-Georges Group as an associate advisor in January 2019.

While completing her university studies, she worked for 3 years as an administrative assistant for another financial advisory group. She is beginning her studies to earn her financial planning designation (Pl. Fin.). Valérie’s main role is to support the team by doing the behind the scenes calculations and analysis for our clients. In addition, Valerie has a natural affinity with the next generation of clients (in particular, children of our existing clients) and leads those relationships to deliver them with complete wealth management solutions to meet their evolving needs.

In her spare time, she is an avid snowboarder and motorcycle aficionado. In addition, Valérie gives her time to the Canadian Cancer Society, Leucan and the Breakfast Club of Canada.

Stéphanie Faye

Client Service Manager

A graduate of the Institut Supérieur de Gestion de Paris as well as from Université Paris VIII, Stéphanie has been with The St-Georges Group for over 7 years as our administrative assistant. Her role is the ensure excellent client service, process and review financial transactions, as well as keep client files up to date.

Stéphanie is currently studying at the CSI to become a licensed assistant.


Francis Latour, CPA, LL.M

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Francis works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Francis has a particular focus on tax and financial planning strategies for business owners, professionals, and other affluent individuals and families.
Francis joined CI Assante Private Client in 2016 after working as a senior tax manager in the Montreal office of KPMG Enterprise. He was part of the KPMG Enterprise tax team for five years providing corporate and shareholder income tax planning and advisory services for private companies and their shareholders, with a concentration on high net worth individuals and owner-managed businesses. Francis also spent ten years working for EY’s tax department in Montreal providing tax advice to private corporations and their shareholders. His overall professional experience in wealth planning exceeds 25 years.
Francis is a Chartered Professional Accountant (CPA) with a Bachelor of Commerce from McGill University and a Master’s degree in taxation from HEC Montreal. He is a member of the Order of Chartered Professional Accountants of Quebec (professional CPA order), the Association for Tax and Financial Planning (APFF) and the Canadian Tax Foundation. He has presented at tax conferences such as the APFF and Canadian Tax Foundation. In addition, he has acted as a group leader for the CICA In-Depth Tax Course.


Martin Cloutier, LL.B, TEP

Regional Vice-President, Wealth Planning

As Regional Vice-President, Wealth Planning, Martin Cloutier works closely with our high-net-worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans. Martin has a particular focus on  tax  and  estate  planning  strategies  for  business  owners,  professionals, and other affluent individuals and families. He leads the Quebec Wealth Planning team. Martin joined CI Assante Private Client in 1998 after practicing general, personal and corporate taxation in Montreal with Desjardins  Ducharme,  a  prominent  business  law  firm.  In  addition,  Martin  has  authored  and  co-authored  articles  for  the Fiscal and Financial Planning Association, the Canadian Tax Foundation  and  other  associations.  His  overall  professional  experience in wealth planning exceeds 25 years.Martin is a lawyer with a Bachelor of Law degree from Laval University. He was called to the Quebec Bar in 1991. He also has  a  Master  of  Taxation  degree  from  the  University  of  Sherbrooke  and  the  Trust  and  Estate  Practitioner  (TEP)  designation. He is a member of the Canadian Tax Foundation, the Fiscal and Financial Planning Association and the Society of Trust and Estate Practitioners. 

Annick Desmarais

Regional Vice-President Estate Planning

As a Regional Vice-President, Estate Planning, Annick Desmarais is well-positioned to deal with the technical aspects of our clients’ more complex situations. She works to mitigate risk, protect assets, and provide tax deferral strategies and solutions that allow a smooth transition of estate or business assets to the beneficiaries or surviving partners. She provides in-depth information on various insurance products and services that complement the overall wealth management for our clients. Annick joined Assante Estate and Insurance Services Inc. in 2018. Her career in the financial services industry spans 20 years with roles of increasing responsibility with a major insurance company throughout the province of Quebec, including 7 years working with advisors and insurance specialists at investment firms as a national accounts wholesaler. Annick provides a wealth of knowledge and experience that is utilized by our advisors and complements the philosophy of our organization. Annick has a Bachelor of Commerce degree from the University of Sherbrooke. She is also a licensed financial security advisor. Annick is based in Montreal and services Quebec.


Magali Dussault-Brodeur , LL.B

Wealth Planning Consultant

As  Wealth  Planning  Consultant,  Magali  works  closely  with  our  high-net-worth  clients  to  identify  issues  and  provide  complex,  tactical  wealth  planning  support  that  complements  their  wealth  plans. Magali has a particular focus on estate planning and wealth transfer  strategies  for  business  owners,  professionals,  and  other  affluent individuals and families.Magali joined CI Assante Private Client in 2016 after practicing estate and  trust  law,  along  with  family  law,  at  several  firms.  During  her  time  in  private  practice,  Magali  assisted  clients  with  establishing  and   implementing   individualized   estate   plans   including   their   wills  and  protective  mandates.  She  also  helped  clients  with  other  aspects of their planning, such as the implementation of inter vivos trusts,  marriage  contracts  and  common  law  union  agreements.  Since 2015, Magali has been teaching trust law as part of the Master of  Notarial  Law  program  at  Université  de  Montréal  and  has  also  taught it at Université de Sherbrooke. In addition, she has authored or  co-authored  articles  for  the  Chambre  des  notaires  du  Québec  and  the  Fiscal  and  Financial  Planning  Association.  She  brings  over  12 years of wealth planning experience to CI Assante Private Client.Magali is a notary with a Bachelor of Law degree, a graduate degree in  notarial  law,  and  a  master’s  degree  in  taxation,  all  from  the  University of Sherbrooke. She has been a member of the Chambre des  Notaires  du  Québec  since  2009.  She  is  also  a  member  of  the  Fiscal and Financial Planning Association 

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