Sentry Investments

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Amherst is here for you, serving the Western New York area, including downtown Buffalo, Grand Island, Niagara Falls and more. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Guardian Capital Group Limited is an independent and diversified financial services firm based in Toronto, Ontario, founded on the principles of trustworthiness, integrity, and stability. With a history spanning over half a century, the firm offers a wide range of services including institutional asset management, private wealth management, and financial advisory solutions. Guardian Capital's expertise extends to retail investment solutions, ultra-high-net-worth management services, and thought leadership across global markets. By combining investment strategies with tailored outcomes, the company serves a diverse clientele that includes individuals, institutional investors, and foundations both locally and internationally. Generated from the website

The Shotgun Fund is a private equity fund based in Toronto, specializing in investing in small and medium-sized owner-managed businesses. With over 20 years of experience, they are recognized as a leading firm in resolving shareholder disputes in Canada, stepping in as equity partners to facilitate business growth and strategic direction. Upon partnering with businesses, The Shotgun Fund acquires 13% to 23% of company shares and collaborates on a Go Forward Strategy to enhance operational performance and prepare for future sales. Their approach includes defining strategic priorities, developing operational blueprints, and providing ongoing support to ensure long-term success for their partners. Generated from the website