Dear Client,
Life moves quickly, and it can sometimes be difficult to find the time to plan for the future. At The St-Georges Group, we work tirelessly behind the scenes to help you stay organized, informed, and one step ahead in managing your wealth.
In this newsletter issue, we share practical advice to help you make smart, forward-thinking decisions, whether you're planning for the longevity of your wealth, raising financially savvy children, or wondering if your 2008 insurance policy is still right for you.
In order to continue serving you effectively, we’re also excited to welcome Maxime Gaudette to our team as an administrative assistant. Get to know him a little better below.
Finally, I would like to thank you, as always, for giving us the opportunity to accompany you on your financial journey.
Our whole team wish you and your loved ones a wonderful holiday season filled with love and laughter.
Happy reading!
Darren St-Georges
Senior Wealth Management Advisor
(514) 832-5112 | dstgeorges@assante.com
www.thestgeorgesgroup.ca
In the Spotlight A New Team Member Joins The St-Georges Group
We’re pleased to welcome Maxime Gaudette to The St-Georges Group as an Administrative Assistant. Maxime holds three certificates from UQAM (ESG) in financial planning, finance, and business administration, plus a diploma in accounting and management from Cégep Gérald-Godin.
While Maxime will be supporting internal operations and assisting with day-to-day administrative tasks, Stéphanie remains your main point of contact and will continue to oversee client service to ensure everything runs smoothly.
Welcome to the Team Maxime!
Other News and Insights From The St-Georges Group Team
Structuring Wealth for Maximum Protection and Longevity
Strong structuring is essential to help ensure the longevity of your wealth across generations. Discover how trusts, holding companies, and estate freezes help secure your assets and pass on your legacy.
Read More
Instilling Financial Values in the Next Generation
Defining your financial values guides decisions and legacy. By teaching those values to your children, you not only strengthen your plan today but help them carry wisdom into the future.
Read More
When and Why To Update Your Insurance Plan as Your Dental Practice Grows
As your dental practice grows, so do your insurance needs. Discover when it’s time to review your coverage and ensure your protection keeps pace with your success.
Read More
Salary or Dividends: What Compensation Strategy Should You Choose as an Entrepreneur?
Choosing between salary and dividends isn’t simple. See how these strategies can shape your tax burden, retirement opportunities, and financial flexibility.
Read More
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Darren St-Georges
CI Assante Wealth Management
2020 route Transcanadienne
Dorval, QC H9P 2N4, Canada