A technological and cost-effective solution offered by Sentinel Financial Management.
Montreal, June 2, 2025 – In a context where mutual fund representatives are seeking to maximize profitability while simplifying their operations, Sentinel Financial Management stands out with an innovative, flexible offer with no fixed monthly fees. By partnering with Sentinel, mutual fund representatives can not only eliminate their usual monthly expenses, but also benefit from a cutting-edge technology platform designed to optimize their daily practice.
No Monthly Fees – Greater Financial Freedom
Unlike many traditional industry models, Sentinel does not charge its representatives any monthly fees. This business model allows professionals to retain a larger share of their income, while gaining access to rigorous regulatory support and cutting-edge tools—whether in the exempt market or in mutual funds—across Canada.
“Our goal is to create an environment where representatives can grow freely, without being held back by high fixed costs. We believe in a fairer, more transparent, and more sustainable model for professionals in our industry.”
Chris Blair President, Sentinel Financial Management
The Agora Platform: Revolutionizing Client Relationship Management
One of the pillars of Sentinel’s offering is access to Agora, an integrated technology platform that transforms the way representatives interact with their clients. Agora makes it possible to:
- Eliminating manual PDF forms
- A native electronic signature, fully integrated into the system
- Seamless, centralized, and secure client file management
- Automated processes that reduce repetitive tasks
- Significant time savings and an improved client experience
Discover all the benefits of Agora:
https://agoracorp.ca/?lang=en
A model tailored for independent and modern representatives
Sentinel is attracting a new generation of savings professionals: mobile, digital, and growth-oriented. By joining Sentinel, you benefit from:
- An advantageous compensation structure
- Access to the exempt market and mutual funds across Canada
- Powerful and intuitive technology tools
- Compliant, flexible, and professional support
- The freedom to practice without fixed monthly fees
Business Development in Quebec
For professionals based in Quebec, Louis-Xavier Savard is your dedicated contact. As Head of Business Development for the province, he supports representatives in their transition to Sentinel and helps them take full advantage of the opportunities offered by this modern and high-performing model.
Contact Louis-Xavier Savard :
[email protected]
450-747-4711 ext 102
About Sentinel Financial Management
Sentinel Financial Management is a nationally registered dealer, active in both the exempt market and mutual funds. Its mission is to support the growth of independent representatives through a no-monthly-fee model, cutting-edge technology tools, and an environment focused on autonomy, compliance, and performance.
Site officiel : https://sentinelgroup.ca/en
