Having been born and raised on Vancouver Island, Jason has deep roots in the local community. Prior to becoming a full...
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
Independent Mutual Fund Advisor, Life and Heath Insurance Advisor
Independent Financial Advisor, Life and Heath Insurance Advisor
Megan’s interest in investing and financial planning started young. While attending university, she owned and operated a...