Who is SentryGroup?
Who is SentryGroup?
Sentry Group associates are as individual as you are. They share backgrounds and experience in the broad spectrum of the financial services sector, a factor that often proves invaluable to their peers and clients.
Each brings their own expertise and skill set to the company and then shares that knowledge with the team – for you. The Sentry Group team uses this extensive combination of skills and interests, coupled with partnerships and professional relationships, to form a wide base from which they can draw and develop appropriate strategies to help every client meet their goals and objectives.
Founded in 2004 with the belief that traditional financial planning firms were not offering complete (holistic) solutions. Sentry Group | Motivating Success began delivering unbiased multi-service financial solutions to benefit our clients.
For over 20 years, Sentry Group associates have been helping clients make informed, well planned decisions, aimed directly at increasing their net worth, removing risk and securing financial futures.
During these times as markets changed we have made strategic moves to keep our clients ahead of the curve, in 2007 we moved away from traditional mutual fund investments and into products that provided guaranteed income and 3rd party management. From 2009 to 2011 we developed a strategic partnership with a leading private capital firm, which offered more stable returns for our clients by using products that did not correlate with the markets. The relationship with our Portfolio Managers are paramount as we provide private client services which includes individuals, pension assets, endowment funds, corporate assets and some of the wealthiest families in Canada.
Along the way we have rebranded as Sentry Group | Wealth Partners to reflect the varied relationships we bring to the boardroom table and we continue to expand our network (5 offices from Toronto to London) looking for the best possible financial solutions for our clients.
A Sentry Group relationship always starts with a discovery conversation and is followed by a comprehensive review of your current financial position. Next we work with you to establish your desired outcome and then we go to work. Our recommended methods, concepts and products are guaranteed to add value while providing you with unbiased professional solutions. We aim to integrate your personal goals with your financial objectives allowing you to take full control, remove risk and grow your Net Worth.
Sentry Group provides complete transparency in every transaction and recommendation.
The Sentry Group team want you to succeed – to navigate your financial choices with confidence – to achieve your dreams and live your expectations.
This is who we are.
Book a time with us, we will listen