Your Trusted Partner in Wealth Management

Welcome! As a wealth management advisor and partner of The St-Georges Group, I believe that effective wealth management is about more than just numbers. It's also about understanding your unique aspirations and values. My mission is to simplify the complexities of financial planning so you can focus on what really matters: growing your wealth and securing your legacy. Whether you're an entrepreneur, a healthcare professional, a dentist or looking to make informed financial decisions, I'm here to guide you every step of the way. Together, we'll develop a comprehensive wealth management strategy that aligns with your goals and gets you on the path to financial success. Let's work together to make your vision a reality!

The St-Georges Group Wealth Management Services

Our West Island wealth management firm is dedicated to providing comprehensive wealth management services tailored to the unique financial needs of business owners, dentists, and healthcare professionals. We understand the unique challenges you face in managing both your personal finances and the interests of your business. Our dedicated team is committed to providing you with the strategies and knowledge you need to navigate these complexities effectively.

 

Our Wealth Management Services

  • Tax planning: Expert advice on complex tax implications to maximize your after-tax return and improve your financial efficiency.
  • Estate planning: Comprehensive strategies to ensure your legacy is preserved and transferred according to your wishes, giving you and your loved ones peace of mind.
  • Insurance solutions: Tailor-made insurance options to protect your assets and safeguard your family's future against unforeseen events.
  • Investment management: Access to a wide range of investment solutions designed to optimize your portfolio and match your risk tolerance.
  • Retirement planning: Personalized plans to help you prepare for a secure and fulfilling retirement, allowing you to enjoy the lifestyle you want.

 

With our integrated approach to wealth planning, we simplify the complexities of wealth management, allowing you to focus on what really matters: growing your wealth and achieving lasting financial success. Let me partner with you to create a personalized strategy that evolves with your life and aspirations.

 

Wealth Management Advisor

Valerie Forget B.Comm. (Fin)

Wealth Management Advisor

Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

2020 Transcanadienne Suite 200
Dorval, Québec
H9P 2N4 Canada