| Name | Title | Contact Details |
|---|---|---|
Michel Leonard |
Chief Data Scientist and Principal | Profile |
Sentry Investments was founded in 1997 and has grown to become one of Canada's largest and fastest-growing independent asset management companies. Sentry manages over $10 billion in assets on behalf of more than 300,000 Canadian investors. Sentry offers a diverse range of award-winning investment products available through financial advisors, including domestic, international and income-oriented mutual funds and separately managed accounts. Sentry is one of only three firms to receive four consecutive Brendan Wood International TopGun Asset Management Team Awards (2009 to 2012). Certain statements included in this news release constitute forward-looking statements, including, but not limited to, those identified by the expressions "expect," "intend," "will" and similar expressions to the extent they relate to Sentry Investments. The forward-looking statements are not historical facts but reflect Sentry Investment's current expectations regarding future results or events. These forward-looking statements are subject to a number of risks and uncertainties that could cause actual results or events to differ materially from current expectations. Although Sentry Investments believes that the assumptions inherent in the forward-looking statements are reasonable, forward-looking statements are not guarantees of future performance and, accordingly, readers are cautioned not to place undue reliance on such statements. Sentry Investments undertakes no obligation to update publicly or otherwise revise any forward-looking statement or information whether as a result of new information, future events or other such factors which affect this information, except as required by law.
Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting our goal of minimizing clients` tax burdens through comprehensive tax-focused financial planning. We have two distinct, but related, models within our business: the independent Financial Professional model and the employee-based model. We refer to our independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
Crystal Capital is one of the leading companies in Financial Services industry. Crystal Capital is based in Boston, MA. You can find more information on Crystal Capital at www.crystalcapital.com
Coronal Group is an alternative energy firm that finances and operates solar PV projects for institutions, municipalities, corporations and non-profit organizations throughout the U.S. and Canada. The Coronal team, which brings more than 80 collective years of successful asset and investment management experience, and a strong record of solar project development, has been recognized by the White House Office of Innovation and Civic Participation as thought leaders in the solar industry. The Coronal-Panasonic partnership delivers a comprehensive end-to-end solution to facilitate the development and commercialization of solar PV projects in the commercial, municipal and utility markets from inception to commercial operation – services include construction and equity financing, engineering, procurement and construction (EPC) and the operations and maintenance (O&M) of the systems. In January 2015, Coronal Group acquired the majority of the assets of HelioSage Energy and formed Coronal Development Services (CDS), uniting two solar PV industry leaders with Panasonic Eco Solutions, a global technology giant, to provide the North American utility market with the most robust, fully integrated, end-to-end solution available.
RiversEdge Advisors is an independent, award-winning Investment advisory firm founded in Wilmington, DE in 2013. RiversEdge serves high-net-worth individuals and families seeking to maximize financial security and understanding. RiversEdge also provides a full suite of business advisory and planning solutions across insurance, retirement, and investment, including ongoing servicing and education. All solutions are delivered through customized, time tested, strategies and on a national scale.