![David Schwartz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Schwartz joined Sentry Select's predecessor firm NCE Resources Group as Vice-President in 1995.
During his tenure, he has seen the company grow from $200 million to over $8 billion in gross assets under management with its singular focus on creating investment vehicles that target the needs of investors.
Previously, he was Vice-President, Sales at Spectrum United Mutual Funds, President of Guardian Group of Funds and Senior Vice-President at the Investors Group.
Former positions of David Schwartz
| Companies | Position | End |
|---|---|---|
Sentry Investments, Inc.
 Sentry Investments, Inc. Investment ManagersFinance Sentry Investments seeks to preserve capital, maximize return, minimize risk and manage investment capital to generate a steady stream of income. Sentry Investments' approach is a combination of both a quantitative and a forward-looking intrinsic value approach. Their analysts use a proprietary model to review companies in each target sector and apply specific investment criteria to evaluate each company's historical performance. Sentry Investments then weighs these criteria to select the stocks with proven records of success and the best prospects for capital appreciation, looking forward. The firm's products include TSX-listed closed end funds, closed-end trusts, flow through limited partnerships, mutual funds and principal-protected notes covering a variety of domestic and global strategies. | Chief Operating Officer | 01/05/2008 |
| IGM FINANCIAL INC. | Corporate Officer/Principal | - |
Guardian Group of Funds Ltd.
 Guardian Group of Funds Ltd. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | President | - |
NCE Resources Group
 NCE Resources Group Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
30
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
IGM Financial, Inc.
 IGM Financial, Inc. Investment ManagersFinance Operates as a personal financial services company, which manages and distributes mutual funds & other managed asset products | Finance |
Sentry Investments, Inc.
Sentry Investments, Inc. Investment ManagersFinance Sentry Investments seeks to preserve capital, maximize return, minimize risk and manage investment capital to generate a steady stream of income. Sentry Investments' approach is a combination of both a quantitative and a forward-looking intrinsic value approach. Their analysts use a proprietary model to review companies in each target sector and apply specific investment criteria to evaluate each company's historical performance. Sentry Investments then weighs these criteria to select the stocks with proven records of success and the best prospects for capital appreciation, looking forward. The firm's products include TSX-listed closed end funds, closed-end trusts, flow through limited partnerships, mutual funds and principal-protected notes covering a variety of domestic and global strategies. | Finance |
Guardian Group of Funds Ltd.
Guardian Group of Funds Ltd. Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
NCE Resources Group
NCE Resources Group Investment ManagersFinance Provides investment advice | Finance |
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