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A lifetime of experience in the financial services industry.

Not only an independent advisor but also a world class athlete in the masters category of Olympic weightlifting.

Contact for world class performance

Local CPA firm offering personal, corporate and trust services

Sentry Group specializes in advanced tax deduction and tax deferral strategies for individuals, small businesses and owners of corporations. Using an in depth Discovery Process, Sentry Group's team of professionals discuss your unique situation to determine where we can add the most value and formulate suggestions regarding the direction of your Holistic and Multi-generational Financial Plan.

With
Jim’s 35 years in the financial services industry and 16 years
prior experience as a small business owner this has provided him with
an understanding of the sales process and needs of the business
community. He uses this knowledge to assist producers in preparing
portfolios and growing their business and provides support to his
accounts through a variety of educational seminars and case
consultations.

Jim
announced his retirement from Equitable Life at the end of April 2024 and
has decided to go back into practice to serve his clients and work
with brokers to build their practices . He is looking forward to this
new chapter in his life as he has joined Experior Financial to serve his clients and brokers alike

At a Financial ConciergeTM, we accept appointment to the roles of executor, attorney and agent.  In addition, we will assist and coach executors as Agent of the Executor.

We also assist seniors, vulnerable individuals and busy professionals with day to day management of their financial affairs.  Services include document organization, bill payment with statement reconciliation, liaising with their advisors and trusted contact.

My initial career was healthcare (BN).  After many years I moved into the financial services field obtaining my CFP, CFDS and CIM.  

My goal for you is Peace of Mind around day to day management of your financial affairs.  We will achieve this through a mutually rewarding and ongoing client relationship.

I work as a Senior Financial Planner at TD Wealth.  I help client setting and achieving their retirement goals.  I hold my Certified Financial Planner (CFP), CIM, FCSI.  I am also a Certified Retirement Specialist and LLQP life insurance licensed.  I recently obtained my Diploma in Certified Executor Advisor (CEA).

Mutual Fund sales representative

Insurance Planning for individuals & small business

Providing independent advice to help you confidently make your financial decisions.  Experienced professional advice with solutions to your investment, insurance, lending, and financial planning needs.  As a Certified Financial Planner with additional designations, and experience in different areas of the financial industry, you can be assured you're making the right decisions for your future.

I am a financial advisor for over 11 years and I am very passionate of helping individuals and families achieve their financial goals, by providing advice on investment planning, tax planning, retirement planning, and inter-generational wealth transfer planning.

I work with  individuals, families, and businesses to create personalized financial plans that reflect who they are and what matters most to them. By getting to know my clients and their unique goals, I tailor strategies that align with their financial aspirations. We stay on track through regular check-ins, making adjustments as life evolves. Whether you're navigating major life events like marriage, divorce, having a child, a loss in the family, selling a business, or receiving an inheritance, I'm here to guide you every step of the way