Market Position Sentry Investments is part of Canada's largest independent active asset management firms, providing a significant platform for reaching a wide array of institutional clients and financial advisors across the country.
Recent Acquisition The company's acquisition by CI Financial Corp. in 2017 highlights its strategic importance and potential for growth, indicating opportunities to leverage corporate synergies and expand service offerings.
Service Diversity Offering a broad range of investment products and portfolio management services positions Sentry to address various investor needs, creating potential for cross-selling multiple asset classes and customized solutions.
Tech Stack Insights The usage of advanced tools like Google Analytics, New Relic, and Bootstrap suggests a focus on digital engagement and data-driven client insights, which can be expanded to enhance client experience and operational efficiency.
Growth Potential With a revenue range of 10 to 25 million dollars and a relatively lean team of up to 200 employees, there are opportunities to scale technology solutions, operational processes, and client outreach to unlock further growth.