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.
Lesley has worked in the financial services industry for over 25 years, earning her Certified Financial Planning Designation in 2020. Lesley is passionate about educating her clients and helping them navigate the world of financial planning.
My goal is to create and sustain value in the lives of everyone I meet. I work to make sure your home, business and lifestyle is protected. To do so I use Life Insurance, Investment, Health Benefit and Living Benefit Plans that best fit the needs and lifestyle of my clients.
Jennifer Daniel is a Certified Financial Planner® focused on Corporate Exit Planning - helping clients financially plan to exit their corporate careers with confidence into retirement or a new career.
Knowing clients have unique needs at this stage of their lives, she developed the Great
Exit™ Planning Process to provide a structured approach to financial planning through this pivotal time.
While her clients may be focused on their own exit planning goals, they are often called upon to act as Executor for loved ones, and so Jennifer has added to her credentials with the CEA designation to support her clients through these difficult times, as well as help her clients optimize their own Estate Plans.
Meghan Davis, CPA, CA, TEP owns a Kingston-based accounting firm which specializes in tax compliance and advisory services for trustees and executors. She obtained her Trust and Estate Practitioner designation in 2017 and her CEA designation in 2022.
Previously, she worked in the tax practices of both international and local accounting firms and has over a decade of experience in personal, corporate and trust taxation.
I am an advisor serving primarily Nova Scotia. I live the Halifax area and am married with a 16 year old son. Since starting in the business in 1996, I've acheived the CFP, CLU, and Ch.F.C. designations. I serve the business market, retirement market, and the family market.
As a Wealth Advisor, I help affluent clients discover and achieve what truly matters to them. My approach is very personal, backed by experience, education and breadth in my 26 years at TD. My brand is to execute all high net worth and ultra high net worth client needs with empathy, integrity, genuine care and professionalism.
My credentials: CIWM, PFP, B.Econ
Gus began his career with Freedom 55 in 2003. Since then, he has achieved his Chartered Life Underwriter (CLU), Certified Health Specialist (CHS) and his Certified Executor Advisor (CEA) designations. He is a member of Advocis and the Million Dollar Round Table. Gus helps families and business owners with their cash/flow, retirement, insurance, and estate planning needs by ensuring his clients' understand their own unique situations.