Managing Your Wealth With Integrity and Expertise

The St-Georges Group is a trusted wealth management firm located in Dorval on Montreal's West Island. Our team of strategic wealth management advisors is committed to helping individuals and families navigate their financial journey with confidence. As part of Assante Capital Management Ltd., we specialize in providing expert and personalized financial solutions tailored to the unique needs of dentists, healthcare professionals, entrepreneurs, and high-net-worth individuals and families in Quebec and Eastern Ontario. Our team is made up of experienced wealth advisors, lawyers, tax accountants, and financial analysts who are committed to simplifying complex issues and making informed decisions.

Our History and Leadership

With more than two decades of service, The St-Georges Group has earned a reputation for empathy and excellence. Led by partners Darren St-Georges and Valérie Forget, our team is passionate about building strong client relationships. Darren, a second-generation owner with over 15 years' experience, has dedicated his career to understanding the needs of families and business owners. Valerie joined the group in 2019 and became a partner in 2024, bringing her expertise in personalised wealth management to the fore.

Our Key Services

Personalized strategies to grow your wealth while respecting your values and objectives.

 

  • Tax planning and optimization: Expert advice to help you navigate complex tax landscapes and maximize your returns.
  • Estate planning: Comprehensive plans to ensure your legacy is preserved and passed on according to your wishes.
  • Insurance solutions: Tailor-made cover options designed to protect your assets and loved ones against unforeseen events.
  • Investment planning: Access to a wide range of investment solutions designed to optimize your portfolio and align with your risk tolerance.
  • Retirement planning: Help in drawing up a satisfactory retirement plan that will allow you to enjoy the fruits of your labour.
  • Business succession planning: Strategies to ensure a smooth transition of your business interests for future generations.

 

Our Relationship with Assante Wealth Management

As a member of Assante Capital Management Ltd., we have access to the resources and expertise of one of Canada's leading wealth management firms. This affiliation allows us to offer a wide range of tax-saving strategies, investment options, and advanced financial planning tools while maintaining our commitment to personalized service.

At the St. Georges Group, we believe that financial success is, of course, a matter of numbers, but more importantly, it's about making your dreams and aspirations come true. We're here to listen, support, and guide you every step of the way on your financial journey, ensuring that you feel confident and secure in your decisions. Let us work with you to help you build a successful financial future.

Visit our official website for more information.