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Our Wealth Management Services
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. 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.
View published source ↗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!
View published source ↗Regional Wealth Planner CI Assante Private Client
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).
View published source ↗Senior Wealth Advisor Financial Security Advisor
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.
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