
Please try another search
Name | Title | Since | Until |
---|---|---|---|
Aubrey Hearn | Portfolio Manager | 2019 | 2022 |
Biography | Aubrey Hearn joined Sentry in 2005. His keen understanding of business dynamics, dedication to internal research and focus on high-quality, dividend-paying companies has led to a number of investment awards and increasing industry recognition. Aubrey graduated with a Bachelor of Commerce degree from Memorial University and holds the Chartered Financial Analyst (CFA) designation. | ||
Bryan Brown | Portfolio Manager | 2019 | 2022 |
Biography | Bryan joined CI Global Asset Management in 2013. Prior to that, Bryan was an equity research analyst focused on the financial services sector at a global investment firm. He began his career as an auditor at one of the “Big Four” accounting firms. Bryan is a member of the User Advisory Council. Bryan graduated with an Honours Bachelor of Business Administration degree from Wilfrid Laurier University. He also holds his Chartered Accountant and Chartered Financial Analyst designations and has completed the Canadian Options Licensing Course, Futures Licensing and Derivative Fundamentals Course. | ||
Jack Hall | Portfolio Manager | 2019 | 2022 |
Biography | Jack joined Sentry in 2012 and has more than 5 years of experience in the financial services industry. Jack is a member of the North American equity income team and he is the co-manager of Sentry U.S. Growth and Income Fund, Sentry U.S. Monthly Income Fund, Sentry Small/Mid Cap Income Fund, CI American Equity Fund and CI American Equity Corporate Class. | ||
Michael Simpson | Senior Portfolio Manager | 2013 | 2019 |
Biography | Michael joined Sentry in 2002. He specializes in dividend- and income-paying securities with a focus on free cash flow to sustain reliable dividends. Michael is the lead manager of several funds including the company’s flagship fund, Sentry Canadian Income Fund, and co-manages Sentry Conservative Balanced Income Fund. In 2014, he was named Investment Executive’s Mutual Fund Manager of the Year.Michael earned a Bachelor of Arts degree from York University and holds the CFA designation. He is a fellow of the Canadian Securities Institution. | ||
Phil D'Iorio | Portfolio Manager | 2017 | 2017 |
Biography | Phil joined Sentry in 2016 and is a member of the equity-income portfolio management team. Phil D’Iorio is a senior research analyst for Harbour Advisors and a Portfolio Manager on Harbour Voyageur Corporate Class. Prior to joining Harbour in 2002, he worked as an analyst for a hedge fund manager and as an intern at GMP Capital in the Investment Banking Group. He holds the CFA designation and an MBA (Finance) from Rotman School of Management, University of Toronto and obtained his Bachelor of Arts (Economics and Political Science) degree from the University of Western Ontario. | ||
John Kim | Portfolio Manager | 2011 | 2013 |
Biography | John Kim, CFA, joined Aston Hill in April 2014 bringing with him almost 20 years’ experience specifically managing Canadian equities. Most recently Mr. Kim was a portfolio manager at Sentry Investments for over 4 years. Mr. Kim began his career in 1994 for Royal Trust where he was responsible for wealth management strategies targeted towards high net worth individuals, family offices and foundations. Mr. Kim’s other investment experience includes 8 years with Aegon Capital Management where he was the lead portfolio manager for several funds focused on equities and fixed income. | ||
Andrew McCreath | Portfolio Manager | 2011 | 2011 |
Biography | Andrew has been part of the Sentry team since 2008. He has more than 20 years experience as a top-ranked portfolio manager and general analyst. McCreath became a founding shareholder in Synergy Mutual Funds in December 1997, and managed several mutual funds. Additionally, he founded Waterfall Investments in 2004, through which he managed several successful hedge funds including the current Sentry Select Market Neutral L.P. McCreath earned a BBA (Finance) with honours and an MBA (Economics) from York University (Toronto). He holds the Chartered Financial Analyst (CFA) designation. |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review