Contact Sentra Financial Group
Start a Conversation About Your Financial Goals
Taking the first step toward better financial planning starts with a simple conversation. Whether you’re planning for retirement, managing complex wealth, or navigating financial decisions as a business owner, we’re here to help you gain clarity and direction.Use the information below to get in touch or book a consultation.
WE ARE HERE FOR YOU!
We’re glad you stopped by! Whether you have a question about a specific service, need personalized financial guidance, or are ready to take the next step in securing your financial future, the team at Sentra Financial Group is here to help.
We value open communication and are committed to providing you with the timely, expert support you deserve. Please don’t hesitate to reach out using the contact form, email, or phone number listed on this page—we look forward to connecting with you and becoming your trusted financial partner.
How We Can Help
We work with clients across Canada in the following areas:
- Retirement planning and income strategies
- Wealth management and long-term financial oversight
- Financial planning for business owners
- Integrated investment and tax-aware planning
If you’re unsure which service is right for you, we’ll help you determine the most appropriate starting point.
What to Expect After You Reach Out
- We review your inquiry
- We schedule a consultation
- We discuss your goals and priorities
- We outline next steps clearly and transparently
There is no obligation — just an opportunity to gain clarity.
Book a Consultation
A consultation allows us to understand your goals, answer initial questions, and determine how we can best support your financial planning needs.
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FAQ
Do you work with clients outside of Toronto?
Yes. We work with clients across Canada.
Is the initial consultation confidential?
Yes. All conversations are treated as confidential.
Do I need to prepare anything before the consultation?
Not initially. We’ll guide you through what’s needed after the first discussion.