Our People
Sentry Group Associates are as individual as you are. We have diverse backgrounds and experience, and each is educated and licensed in various areas of financial services.
We then bring those minds to the boardroom table as a collaborative team to solve problems and design solutions to help every client meet their goals and objectives.
Click Here to Book a Call, Zoom, or Meeting.
Sentry Group provides solutions for individuals, small businesses and corporations using a truly transparent holistic approach.
Our Services
- Portfolio Management
- Estate Planning
- Succession Planning
- In partnership with SZAM Capital Partners
- Real Estate Investment
- Private Offerings
- Tax Preparation
- Bookkeeping
- Corporate Consulting
- Commercial Mortgages
- Residential Mortgages
- Alternative Lending
Wealth Partners
SG Wealth Partners is a comprehensive office of professionals with a focus on multigenerational Wealth Planning. The Great Succession as already started. Over $60 Billion in Canada will define the greatest wealth transfer in history. In less then 17 years more adults will be in care facilities than in the workforce! Do you have a PLAN?
Capital Advisory
SG Capital Advisory, led by Doug Cerson has 30 years of business operations and management experience in Corporate, Private Clients and Foundation Consulting. Doug’s experience extends to the areas of integrated tax & wealth management, project management, business structure, investment procurement and due diligence of private offerings.
In partnership with SZAM Capital Partners
- 14 REAL ESTATE PROJECTS
- $80 MILLION PORTFOLIO
- 6 PRIMARY MARKETS
- 700 INVESTORS
Portfolio Management
“Whether you are just starting out in retirement or somewhere in between, we work with you and proven money managers to ensure your money is working as hard as you do. The motto “protect and invest” are not just a tagline. This is our core belief. You must protect what you currently have. Then and only then can you move forward and make future facing decisions.”
Estate Planning
“With over a trillion dollars of wealth expecting to change hands between generations over the next decade, you would think we would be better prepared. Recent surveys show that two thirds of Canadians do not have a will. Sentry Group Motivating Success has been working with clients for over 20 years creating estate solutions for families and business owners. We also have two individuals who hold the “Certified Executor Advisor” designation to guide you in the changes that may lay ahead.”
Mortgage Capital
The need for commercial mortgages, residential mortgages, and alternative lending options is driven by diverse financial requirements in the real estate and business sectors.
Commercial mortgages are essential for businesses looking to acquire, refinance, or renovate properties used for business purposes, such as office buildings, retail spaces, and warehouses. These loans help businesses expand and invest in income-generating properties.
Residential mortgages, on the other hand, are crucial for individuals and families seeking to purchase homes, providing the necessary funds to buy property and build equity over time.
Lastly, alternative lending options, such as peer-to-peer lending, private loans, and crowdfunding, offer flexible solutions for borrowers who may not qualify for traditional loans due to credit issues or unconventional financial needs. These alternative sources can provide quicker access to funds and more tailored financing options, making them invaluable for both personal and business financial strategies.
Tax & Business Services
SG Tax & Business Services works diligently to interpret and translate your financial goals into workable solutions.
Sentry Group has provided Tax & Accounting Services for over 20 years. Primarily, our Associates work directly with our client’s accountant.
A few years ago, our Waterloo Office partnered with Lars Jorgensen of EJ Tax Services to handle clients looking for a second opinion or unhappy with a larger firm’s costs. Click here for pricing!
- Discovery Meeting
- Executive Coaching
- Corporate Risk Assessment
- Charity Governance Training
- Campaign Coaching
- Charity Risk Assessment
- Bookkeeping Services (QBOA)
- CFO & CCO Services
- Compilation Engagement Report
- Personal Tax (T1)
- Corporate Tax (T2)
- Other Returns (T3,T4,T5,LP)
- Administration Services
- Executive Management
- Productivity Management
- Small Business Advisory
- Corporate Transition
- Agriculture Succession
Supporting Our Community
G2G Rail Trail
Goderich to Guelph Rail Trail Inc. strives to enrich the quality of life for all people. Our vision: To develop and maintain a continuous, safe and fully accessible G2G Rail Trail Experience that is 127 KM of linear, multi-use greenspace from the 401 corridor at Guelph, Ontario to the shores of Lake Huron at Goderich, Ontario. Please visit g2grailtrail.com to learn more.
KW Legacy
At KW Legacy, we seek to provide meaningful financial support to other charitable organizations within our community whose aim is to improve the lives of those in need.
To learn more about KW Legacy and our goals, values, and impact, please visit https://kwlegacy.ca/
Habitat for Humanity
At Habitat for Humanity Guelph Wellington, we believe that a house is much more than the bricks-and-mortar. When we build houses with our volunteers, skilled tradespeople, families, partners and supporters. We are building a vibrant future for our entire community. Please visit habitatgw.ca to learn more.
Contact Us
DISCLAIMER:
Sentry Group Motivating Success (SG MS) is a privately-owned corporation based in Waterloo, ON founded in 2004. It currently encompasses six divisions: Sentry Group Motivating Success (SG MS), Sentry Group Wealth Partners (SG WP), Sentry Group Capital Advisory (SG CA), Sentry Group Mortgage Capital (SG MC), and Sentry Group Tax & Business Services. These divisions have a symbiotic relationship that allows us to service our clients in all areas of their financial requirements. To learn more about our privacy policy, please click here to read more.