SENTINEL FINANCIAL GROUP has recently become one of the fastest growing financial corporations in Canada. Our up-to-date communications and electronic systems access information instantly so our professionals can ‘shop the world’ for their clients. We represent only the best of financial products, carefully selected and partnering with top financial institutions.
Whether you are exploring opportunities for yourself or your clients, Sentinel can lead the way either through insurance, investments or building equity in your client’s personal property. Financial security and independence comes only with a sound plan. Our licensed representatives strive to meet all of their client’s financial needs, with trust and in full confidence by listening to the client to determine where they are now, where they want to be in the future by outlining a plan suited to their lifestyle for individuals, their families and their businesses. Advisors are able to access products within these companies to put their client’s plan in motion; by charting their progress, and help them stay the course.
Currently within the Sentinel Financial Group, there are four main companies representing our ongoing growth, to determine our core strategies and services outlined below.
Sentinel Life Management Corporation was incorporated in 1981, in order to service the independent advisor and their customers with life insurance and living benefits.
In 1994, the mutual fund dealership, Sentinel Financial Management Corp., was formed to allow the advisors to have additional mutual fund and segregated investment solutions to offer their clients.
In 2017, a partnership was formed with Regency Advisor Group to form Sentinel Regency Group Benefits Corp., focusing on offering a solid and sustainable employee and group pension benefit solutions for the advisors business clients.
In 2017, Sentinel Tax Services Inc. was purchased so the advisors’ clients have access to income tax preparation.
In 2018 we added Pensions to the growing portfolio of products we now offer our clients.
We are committed to supporting the independent advisor in their client retention, expansion and their brand in their communities. We serve the advisors in key areas of compliance, utilizing technology to its maximum, effective business processing and allowing for the advisor to have a solid succession plan for their insurance and investment practice.