About Us

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 you. We represent only the best of financial products, carefully selected and partnering with top financial institutions.

Whether you are exploring opportunities for yourself, your family, a small business, or large corporation, Sentinel can lead the way either through insurance, investments or building equity in personal property. Financial security and independence comes only with a sound plan. Our licensed representatives strive to make every aspect in life of your financial needs, with trust and in full confidence by listening to you to determine where you are now, where you want to be in the future by outlining a plan suited to your lifestyle for individuals, their families and their businesses. They will access products within these companies to put your plan in motion; by charting your progress, and help you 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 2016, a partnership was formed with Regency Advisor Group to form Sentinel Benefits Powered by Regency Advisory Corporation, focusing on offering a solid and sustainable employee and group pension benefit solutions for the advisors business clients.

Finally in 2017, Sentinel Tax Services Inc. was purchased so the advisors’ clients have access to income tax preparation.

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.

Our core strategies:
• We are accountable to the advisor and their clients
• We are independent of the product providers and the advisor chooses the best solution for their clients
• We ‘earn the right to the business’ versus expecting the business from the independent advisor, through trusted relationship
• We are only successful when the advisor is successful in building out their practise

Core Services by the Independent Advisor:
• Estate planning
• Investment advising &/or planning
• Retirement planning
• Corporate estate & tax planning
• Group and pension solutions for the owner operator market
• Tax preparation

February 23, 2018