Our Team

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.

Valérie joined Assante Wealth Management in 2015 and became a key member of Groupe St-Georges in Dorval in 2019. In 2024, she became a partner in the firm, bringing her dedication and expertise to a broader leadership role. Using an integrated wealth planning approach, Valérie helps a diverse clientele of entrepreneurs, dentists and healthcare professionals develop personalized strategies that encompass financial, insurance, tax and estate planning. She focuses on providing comprehensive, long-term solutions tailored to each client's goals and life stages.

Valérie is known for her ability to simplify complex financial concepts and for fostering strong, trusted relationships with those she serves. Her approach to integrated wealth planning emphasizes clarity, collaboration, and continuity. She holds a Bachelor of Commerce in Finance with distinction from the Université du Québec en Outaouais. Outside of her professional life, Valérie enjoys snowboarding and motorcycling, and is actively involved in charitable initiatives, including the Canadian Cancer Society, Leucan, and the Breakfast Club of Canada.

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 Sales & Service Associate. Her role is the ensure excellent client service as well as keep client files up to date.

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.

Michel has over 30 years in the financial services industry. Michel holds the Financial Planner designation (Pl.fin.), the Chartered Life Underwriter designation (CLU), the Trust and Estate Practitioners designation (TEP) as well as the Chartered Investment Manager (CIM) designation. Michel has many years of experience working with investment advisors to help their clients reach their personal and financial goals by implementing Tax and Estate planning strategies. Prior to joining Assante, Michel worked as a senior financial planner for a major bank-owned investment firm. He also worked with major investment firms as an insurance specialist and as a marketing manager for high net worth clients at an insurance company.

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 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.