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Our story

At Sentry, we are focused on helping investors calmly create wealth.

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Calmly create wealthTM

Volatility is a common occurrence in the financial markets. Sentry Investments offers an alternative. We apply steadfast discipline to keep your investments on a calmer path to wealth creation.

When we opened our doors in 1997, Sentry was a small mutual fund company with some very big ideas. We focused on delivering superior risk-adjusted returns, which more tangibly translates into growth and income with less volatility. We also believed that to achieve superior results, we needed to do things differently. Over the next 10 years, we attracted a relatively small but loyal group of supporters.

Then came the 2008/09 financial crisis...

Many firms were significantly affected by that crisis. But for us, it was the defining moment in our company’s history. Our ability to calmly create wealth during, and since, the 2008/09 financial crisis – one of the most significant market declines since the Great Depression – showed advisors and investors that our style of investing works. Sentry funds are built to perform through volatile markets; those are the times that truly define you as an investment manager. As a result, Canadian investors – through the counsel of their financial advisors – have entrusted more and more of their hard-earned dollars to Sentry. 

Today, Sentry manages over $18 billion in assets on behalf of more than 500,000 Canadian investors. And while the number of investors we serve has grown dramatically, we sincerely believe that we can help even more investors - working closely with their financial advisors - achieve their financial goals with the comfort of knowing that their money is in good hands.