Sentry Investments Inc. – Investment Executive

Sentry mutual funds switched to CI’s administrative platform

Alan — Mon, 24 Sep 2018 16:00:56 +0000

Investors now have the ability to seamlessly switch among a wide range of funds

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Sentry proposes fixed administration fees

Alan — Fri, 16 Feb 2018 22:12:55 +0000

The firm has is also proposing a change to the investment objective Sentry Canadian Resource Class

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CI Financial completes acquisition of Sentry

Alan — Mon, 02 Oct 2017 19:50:00 +0000

The addition of Sentry expands CI’s product offering and brings new advisor and client relationships to the firm

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CI buys Sentry for $780 million

Pablo — Thu, 10 Aug 2017 12:50:00 +0000

CI will see its AUM increase by 16% to approximately $140 billion from $120.4 billion and maintain Sentry as a standalone brand

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Sentry to pay $1.5 milllion in settlement with OSC

Alan — Wed, 05 Apr 2017 20:35:00 +0000

The firm spent $2 million on a conference that violated the rules and included lavish gifts for reps, including Dom Perignon, jewelry and golf outings

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OSC to consider settlement with Sentry, former CEO

Alan — Mon, 03 Apr 2017 15:35:00 +0000

This week’s hearing stems from allegations Sentry violated the sales practices rules when it held a mutual fund conference in California

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Sentry adds two portfolio managers

Pablo — Tue, 07 Mar 2017 17:35:00 +0000

Lieh Wang will now manage a new options sleeve for Sentry Alternative Asset Income Fund while Paul Johnson takes over as lead manager of the global equity team

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Sales practices investigation spurs CEO change at Sentry

noelja — Mon, 23 Jan 2017 14:10:00 +0000

The asset manager has also implemented a special committee to review compliance issues in the area of its sales practices

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Sentry names Philip Yuzpe as new CEO

Alan — Mon, 16 Jan 2017 20:30:00 +0000

Yuzpe, who has served as president and COO for more than three years, replaces Sean Driscoll as CEO, as he will now focus on his role as president Sentry’s holding company

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Sentry increases income in its real income mutual fund lineup

Alan — Mon, 16 Jan 2017 16:00:00 +0000

The real income withdrawal for 2017 for the funds, which includes Sentry Real Income Managed Portfolios and Sentry Real Income Custom Solution, will rise by 1.2%

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