Real People. Real Advice. Real Solutions.
Sentry Group | Motivating Success
19- 279 Weber Street North
Waterloo, ON N2J 3H8
1-866-880-9883 ext 131
solution@sentrygroup.ca
(Sentry Group | Motivating Success in Partnership with Vine Group, SZAM Capital Partners, Griffon and EJ Tax Service)
Sentry Group | Wealth Partners
224-871 Victoria Street N.
Kitchener, ON N2B 3S4
1-866-880-9883 ext 131
solution@sentrygroup.ca
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.”
Financial Lifestyle
“Are your goals, your actions and your current results in line? Using our three-step process, discovery, analysis, and solutions we will establish your current situation, bring the required resources to the table and present solutions to ensure that you are on your road to success.”