Sentry Select Capital Corp. (Toronto)


Sentry Select Capital Corp. is a large advisory firm based in Toronto. It manages $387.26 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2002.

Sentry Select Capital Corp provides portfolio management for investment companies and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sentry Select Capital Corp: assets under management

The assets under management (AUM) of Sentry Select Capital Corp. is $387.26 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $387.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $21.51 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sentry Select Capital Corp. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sentry Select Capital Corp.

Donald J Worth has been acting as President since 1 Dec 2000. Simon B Scott joined the executive team most recently as the Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
John F Driscoll President, chief executive officer, director 1 Mar 1986 50% - 75% 4494471
John Vooglaid Chief financial officer and treasurer 1 Sep 1997 Other 4494475
David M Schwartz Senior vice-president, chief operating officer 1 Sep 1997 Other 4494479
Glenn Gordon Macneill Vice-president, investments 1 Apr 1999 Other 4494488
J.A. (Sandy) Mcintyre Vice-president and senior portfolio manager 1 Aug 2000 Other 4494484
Anita Bell Vice-president, marketing 1 Sep 2000 Other 4494519
David Gluckstein Vice-president, sales 1 Sep 2000 Other 4494523
Donald J Worth Director 1 Dec 2000 Other 4494528
Simon B Scott Director 1 Dec 2000 Other 4494531

Based in Toronto

The principal office where Sentry Select Capital Corp. performs its advisory services is located at 130 King St West, Toronto, M5 X 1 A4, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 416-861-8729 or by fax 416-364-5615. The normal business hours are 8:30 am - 5:30 am eastern on Monday - Friday. You can find more information about the New York firm at www.sentryselect.com.