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SentryGroup | Wealth Partners

Sentry Group | Motivating Success consists of a team of partners and professionals with a deep and diverse background of financial expertise. We offer quality advice that will guide you in making informed decisions. Our strong sense of professionalism, commitment and loyalty with our unique holistic approach allows you, the decision maker, to direct our team in the implementation of the solutions that best address your needs.

The right financial plan begins by identifying your needs. Sentry Group will take the time to listen and learn about your unique situation. By putting your needs first, we will get a clear understanding of your objectives, your goals and your expectations. We want to know what motivates you, what success means to you, and what keeps you up at night.

Mutual Funds have broken the Stock Market

The market crash of 2008 was scary and it left many investors with a retirement shortfall and questions. Another crisis is inevitable and Sentry Group is able to help you prepare. We ensure each client has the answer to their specific questions; Do I have enough to retire? How can I improve my net worth without exposing my savings to a lot of risk? Is Buy and Hold really the best strategy for my portfolio?

The team at Sentry Group will work with you to provide comprehensive and dynamic wealth management planning that allows you to be at ease. Our aim is to protect what you have, make it last and cultivate its growth without worry, doubt or anxiety. Our recommended plans, concepts and products will add value while providing you with unbiased professional solutions. We aim to integrate your personal goals with your financial objectives allowing you to take control, lower your exposure to risk and grow your Net Worth.
 
Sentry Group provides real solutions for individuals, small businesses and corporations using a truly transparent holistic approach. We look at the BIG picture. We take on the role of both coach and quarterback working with your Centers of Influence to ensure all players know the game plan.
 
Our holistic approach includes traditional financial planning along with alternative strategies for investing, risk management, succession planning, tax minimization, and retirement income planning. Growth is ultimately the underlining goal of any financial plan – however a feeling of security and knowing your money is being managed professionally is also a major factor when seeking financial advice.
 
Sentry Group | Motivating Success goes beyond conventional retail financial planning. Our approach is innovative, ahead of the curve, and we are setting a new standard in the financial services industry. So take control… reduce the risk… grow your net worth… let us help.
 
Solution@SentryGroup.ca
 
Sentry Group, established in 2004, is now serving Southern Ontario with Regional Planning Offices in London, Guelph, Mississauga and Waterloo.

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