01. About Us
SentryWest was founded on the principles of customer service and intelligent financial advice. Following years working in the industry for larger organizations, we wanted to take an approach that allowed us to connect with our clients on a more personal level––one in which we can incorporate our own experiences and share the professional expertise we’ve developed with other likeminded people in our community.
02. Our Philosophy
As a firm, we focus on your goals and the reasons why you invest, whether you’re just starting out on your financial journey or have years of experience. We believe that by working with people who genuinely want to grow financially, we can build professional relationships that help support that growth, today and long into the future.
03. Our Process
Our process begins with an initial meeting that allows us to learn a little more about your motivation and goals. This is an opportunity for you to ask any questions you may have, about us, the process, our motivation. We really want you to feel comfortable and have no expectations that you will decide to go with SentryWest – that decision remains entirely yours and we want you to feel confident about your financial strategies.
As an independent firm, we are not limited to the products or providers we use. This gives us the freedom to work with wealth partners best suited to our clients’ needs to create custom financial solutions based on the individual.
We broker mutual fund and segregated fund investments, including registered TFSAs, RRSPs, RDSPs, and more.
We provide a range of insurance solutions, including life and health insurance, critical illness and disability insurance, as well as employee benefit plans.
Contact Us Today for More Information
Phone: (250) 516-4195
3303 Radiant Way,
Victoria, BC V9C 0K3
Independent Mutual Fund Advisor*, Life and Heath Insurance Advisor
Having been born and raised on Vancouver Island, Jason has deep roots in the local community. Prior to becoming a full-time advisor, he spent several years working in hospitality, both in service and as a manager. He also worked abroad, in the Middle East, as a client account manager for an energy company, before re-establishing full-time roots in Victoria and taking on the challenges of financial planning.
The experience of working with people for over 20 years helped Jason develop an ability to connect with individuals on a personal level while remaining very professional. He is approachable, easy to talk to and compassionate, with a strong understanding for the many different motivations for investing.
As a father, he understands why having financial security is important and that it goes beyond just having money in the bank. Financial security means knowing what the future looks like and being able to react accordingly and with confidence.
Jason finds reward in helping people move forward financially. It could be a client building a financial blueprint for the first time or assisting someone who has years of experience. No matter the situation, he loves helping people find financial stability and growth.