Our Team

A member of the Wealth Management Assante family since 2015. I joined The St-Georges Group in Dorval in 2019 as a wealth management advisor and officially became a partner of the group in 2024.

Leveraging my knowledge and expertise in wealth management, I help my clients build a comprehensive and personalized wealth management plan, focusing specifically on financial, tax, and estate planning. Every day, I work with entrepreneurs, dentists, and healthcare professionals to grow their wealth through effective wealth management strategies.

I believe in an integrated wealth planning approach and in making informed financial decisions by simplifying complex issues. I enjoy creating close, collaborative relationships with my clients based on trust and long-term commitment. I make it a point to ensure that my clients feel supported and understood throughout their financial journey.

Academically, I hold a bachelor’s degree in finance with distinction from the University of Quebec in Outaouais, obtained in 2016. Outside of my professional commitments, I am passionate about snowboarding and motorcycling. I also dedicate my time to various charitable organizations, including the Canadian Cancer Society, Leucan, and the Breakfast Club of Canada, reflecting my commitment to giving back to the community.

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.

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.

Maxime joined The St-Georges Group in 2025 as an administrative assistant. He holds three certificates from the Université du Québec à Montréal (ESG) in financial planning, finance, and business administration, as well as a diploma in accounting and management techniques from Cégep Gérald-Godin.

In his role, Maxime supports the team with administrative and customer service tasks, including preparing documentation, setting up meetings, and assisting with account administration. He helps ensure that day-to-day operations run smoothly so that Darren and Valérie can focus on providing financial advice to clients. Maxime also contributes to ensuring that client accounts and records are accurate and up to date, always with a focus on service quality and attention to detail.

With prior experience as a Financial Services Agent at Desjardins, Maxime brings practical expertise in banking and investment services. Bilingual in French and English, he is recognized for his analytical skills and kindness.

As Regional Vice President, Wealth Planning, Francis works closely with our high net worth clients to determine issues and provide comprehensive and tactical wealth planning support that complements their wealth plans. As a strategic wealth advisor, he focuses specifically on tax and financial planning strategies for entrepreneurs, professionals and other high net worth individuals and families.

After working as a senior tax manager in the Montreal office of KPMG Enterprise, Francis joined CI Assante Private Client in 2016. For five years he was part of the KPMG Enterprise tax team, providing corporate and shareholder tax planning and advisory services for private companies and their shareholders, with a focus on high net worth individuals and owner-managed businesses. He also worked ten years for the tax department of Ernst and Young in Montreal, providing tax consulting to private corporations and their shareholders. Overall, his professional experience in wealth planning exceeds 20 years.

Francis is a Chartered Professional Accountant (CPA, CA) with a Bachelor of Commerce degree from McGill University and a Master’s degree in Taxation from HEC Montréal. He is a member of the Ordre des comptables professionnels agréés du Québec (CPA), the Canadian Tax Foundation and the Association de planification fiscale et financière (APFF). He has been a speaker at tax conferences, notably at the APFF and the Canadian Tax Foundation. In addition, he has acted as a group leader for the CICA’s In-Depth Tax Course.

As Regional Vice President, Wealth Planning, Martin works closely with our high net worth clients to determine issues and provide comprehensive and tactical wealth planning support that complements their wealth plans. He focuses specifically on tax and financial planning strategies for entrepreneurs, professionals and other high net worth individuals and families.

Heading up 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 Canadian Tax Foundation, the Association de planification fiscale et financière and other associations. Martin has over 25 years of professional experience in wealth planning.

Martin holds a Bachelor of Laws degree from Laval University and is a lawyer who was called to the Quebec Bar in 1991. He also holds a master’s degree in taxation from the Université de Sherbrooke and the title of Trust and Estate Practitioner (TEP). He is a member of the Canadian Tax Foundation, the Association de planification fiscale et financière and the Society of Trust and Estate Practitioners.

Michel Champagne combines over 30 years of experience in the financial services industry. In addition to his Financial Planner designation (Pl.fin.), Michel is a Chartered Life Underwriter (CLU), Trust Estate Practitioner (TEP), and Chartered Investment Manager (CIM).

Throughout his many years of experience, Michel has worked with many investment advisors to implement effective tax and estate planning strategies that enable their clients to achieve their personal and financial goals.

Before joining Assante, Michel held the position of Senior Financial Planner at a major bank-owned investment firm. He has also worked for other major investment firms as a specialist in insurance, financial, and estate planning for high-net-worth clients and business owners.

As a Regional Wealth Planner, Tarun Suri facilitates the delivery of wealth planning reports. Using a needs-based approach, Tarun helps clients identify issues and clearly define their goals to build a plan that meets their complex needs. Working alongside the Wealth Planning team, Tarun gathers pertinent financial information and delivers a strategy that addresses retirement planning, cash flow management, risk management, business planning and estate planning.

Tarun joined CI Assante Private Client in 2021. Prior to this, he was a Cross Border Wealth Planner at MCA Cross Border Advisors Inc. where he worked with clients with wealth planning needs in both Canada and the U.S. He also gained valuable experience in his previous role at PSB Boisjoli. At the firm, he performed audit, review and compilation engagements of private family-owned businesses as well as the preparation and review of personal and corporate tax returns. Prior to working at PSB Boisjoli, Tarun worked as an auditor at Deloitte where he was introduced to assurance and due diligence engagements. Tarun brings more than 10 years of professional wealth planning experience to CI Assante Private Client.

Tarun is a Chartered Professional Accountant (CPA) with a Graduate Certificate in Chartered Accountancy and a Bachelor of Commerce, majoring in Accounting, with distinction from the John Molson School of Business at Concordia University. In addition, he has obtained the Quebec Financial Planner (F.Pl.) designation. He is also an active member of the Ordre des comptables professionnels agréés du Québec (CPA Order).es professionnels agréés du Québec (CPA Order).

As a wealth planning advisor, Magali works closely with our high net worth clients to identify issues and provide tactical and complex wealth planning support that complements their wealth plans. She focuses specifically on estate planning and wealth transfer strategies for professionals, business owners, and other high net worth individuals and families.

Magali joined CI Assante Private Client in 2016 after practicing estate, trust and family law at several firms. During her time in private practice, she assisted clients in establishing and implementing personalized estate plans, including protective mandates and wills. She has also assisted clients in other aspects of their planning, such as the implementation of marriage and common-law agreements and inter vivos trusts.

Magali has been teaching trust law in the Master of Notarial Law program at the University of Montreal since 2015. She has also taught at the Université de Sherbrooke. She has authored or co-authored articles for the Chambre des notaires du Québec and the Association de planification fiscale et financière. Magali brings over 12 years of experience in wealth planning to our CI Assante Private Client team. A notary, she holds a Bachelor of Laws, a Graduate Diploma in Notarial Law and a Master’s Degree in Taxation, all from the University of Sherbrooke. Magali has been a member of the Chambre des Notaires du Québec since 2009 and is also a member of the Association de planification fiscale et financière.

As an investment advisor, Charles provides experience and portfolio management services to our high net worth clients through the CI Assante Private Client program. He works with our team to review clients’ circumstances and determine an appropriate asset allocation that best meets their objectives. Working closely with our Wealth Planning team, Charles not only conducts ongoing reviews of our clients’ portfolios, but also ensures that our clients’ investment plans continue to meet their needs.

Charles brings over 10 years of diverse financial services experience to his role at CI Assante Private Client. He held various senior positions at CIBC, becoming a specialist in portfolio management before joining our team in 2020. He has extensive experience managing global equities, North American equities, fixed income and responsible investment mandates.

Charles is a Chartered Financial Analyst® professional and has graduated from McGill University with a Bachelor of Arts in Economics.