Building Your Legacy Newsletter - Wealth Strategies for Entrepreneurs & Community

From
Darren St-Georges <dstgeorges@assante.com>
To
<tt@homecareassistance.com>
Date
Fri, 04 Jul 2025 11
Folder
INBOX
--cdf82e78-582d-4a55-9037-dacf81ae37d3 Content-Type: text/plain; charset = "utf-8" Content-Transfer-Encoding: quoted-printable Dear Client, As we enter the second half of the year, I=E2=80=99m reminded of the power = of community and connection, values that are at the heart of everything we = do as wealth management advisors. Whether it's supporting literacy through = events like Under the Cover, or helping entrepreneurs make informed financi= al decisions, our mission remains the same: to guide you in building, prote= cting and sharing what matters most. Thank you for being part of our community and for your continued trust. Darren St-Georges Senior Wealth Management Advisor The St-Georges Group of Assante Capital Management Ltd. (514) 832-5112 | dstgeorges@assante.com www.thestgeorgesgroup.ca In the Spotlight A Night to Remember: Under the Cover 2025 Once again, The St-Georges Group is delighted to have contributed to the su= ccess of Literacy Unlimited's Under the Cover event last May as a sponsor. = The evening was filled with inspiring conversation and a strong sense of co= mmunity spirit=E2=80=94a true celebration of literacy. Read more Other News and Insights From The St-Georges Group Saving Taxes with Corporate Investment Strategies Strengthening your business=E2=80=99s finances goes beyond daily operations= . Discover corporate investment strategies to save on taxes, grow assets, a= nd reach long-term goals, making your business dollars work harder. Read more Risk Management Strategies for Business Owners Safeguarding your business and personal wealth requires more than just grow= th; it means having effective risk management strategies. Explore how diver= sification, insurance, and continuity planning can preserve your assets and= secure your financial future. Read more News From CI Assante Wealth Management Enjoy More Income in Retirement By Minimizing The OAS Clawback Want to keep more of your Old Age Security (OAS) in retirement? There are p= ractical ways to minimize the OAS clawback like pension income splitting an= d using strategic RRIF and TFSA withdrawals. These strategies can help you = boost your retirement income and preserve your benefits. Read more Charitable Giving Through A Private Foundation Establishing a private foundation gives you more control, flexibility, and = family involvement than donor-advised funds. It=E2=80=99s a powerful way to= achieve your philanthropic goals now and through your estate plan, creatin= g a lasting legacy for the causes you care about. Read more By providing your email address, you are giving us your express consent to = send you commercial email messages relating to finance and/or investments t= hat may be of interest to you. If you no longer wish to receive such emails= , you can contact us to withdraw your consent at any time. Your personal in= formation will not be distributed, sold or exchanged - it will remain stric= tly confidential and will only be used for the purposes for which i

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