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Finding Stability and Opportunity in Global Fixed Income
Join us for this special webcast to hear from Payden & Rygel, one the largest independently owned asset managers in the U.S and manager of Dynamic Global Fixed Income Fund.
2/8/2022 • 1 hour, 11 minutes, 4 seconds
Staying afloat during turbulent times
Lauren Jeffery, a speaker on mental health and a financial services educator who creates fun and engaging Compliance CE courses that focus on the emotional and psychological needs of the clients you serve.
1/26/2022 • 47 minutes, 5 seconds
Preferred Shares: One year later, where to go now?
Join Marc-André for an update on the asset class and a discussion about an alternative investment-grade credit solution for investors wanting to maintain purchasing power without interest-rate volatility.
12/2/2021 • 59 minutes, 4 seconds
Year End Tax Planning 2021
As the global economic crisis slowly subsides, there are new challenges for investors: inflation, new tax provisions, labor market and demographic change. All are major trends, requiring advisors to take a new approach to tax planning as 2021 rounds to a close.
11/18/2021 • 53 minutes, 49 seconds
Navigating Estate Headwinds: Strategies for the Advisor and Executor
Learn how you can help support your clients and their executors.
10/7/2021 • 26 minutes, 59 seconds
Team Building for Financial Advisors
Special guest Christine Timms, Author of Team Building for Financial Advisors.
9/16/2021 • 26 minutes, 59 seconds
Why Invest in Europe?
Join us as Vice President & Portfolio Manager Benjamin Zhan discusses his views on Europe.
7/8/2021 • 48 minutes, 50 seconds
Cyber security threats and what clients should know
Learn to help your clients guard against the cybersecurity threat.
6/17/2021 • 58 minutes, 50 seconds
Special Report: April 19 Federal Budget
Learn to share new knowledge about the tax and economic trends that will shape investment decision-making.
4/22/2021 • 51 minutes, 8 seconds
Financial Fallout in Wealth Management: Helping Your Clients Plan for 2021
Advisors must know the details behind Canada's Emergency financial responses and integrate them into year-end tax planning activities.
11/25/2020 • 46 minutes, 13 seconds
The Energy Evolution - Investing in an Industry in Transition
Introduce Dynamic Energy Evolution Fund; a fund committed to finding and investing in the renewable energy leaders of today and the innovators of tomorrow.
11/5/2020 • 1 hour, 2 minutes, 38 seconds
Exploring Key Investment Themes: A Framework for Investing
Oscar Belaiche walks us through the current environment describing the impact of the market’s ongoing bifurcation.
10/7/2020 • 1 hour, 6 minutes, 2 seconds
Virtual Client Meetings: Tips for a Smoother Experience
Learn the basics of online meetings, as well as the details and niceties, that will make virtual meetings more pleasant for clients (and yourself!)
7/29/2020 • 1 hour, 6 minutes, 1 second
Advisors and Succession Planning
Ellen Bessner will provide a detailed step-by-step approach to help protect your beneficiaries and clients' and hopefully help you sleep better at night.
6/24/2020 • 1 hour, 17 minutes, 14 seconds
Why every advisor needs a continuity plan - for their business and themselves
Ellen Bessner will lay out the elements that MFDA and IIROC advisors need to consider in building a personal and business continuity plan to secure their future success.
5/27/2020 • 1 hour, 17 minutes, 14 seconds
Where there's a will there's a way!
The words you choose change conversations, the people you talk to change outcomes, the questions you ask change lives, and the recommendations you make change everything.
5/6/2020 • 1 hour, 17 minutes, 14 seconds
Deciphering Pandemic Measures: discussing financial issues with clients
The times are surreal and unprecedented. Canada's economy could suffer the weakest growth on record since 1962.
4/16/2020 • 35 minutes, 24 seconds
Alternative investing: Thinking differently about risk, return & correlation
Myles Zyblock, who will present the case for alternative investments, the benefits that including alternatives can bring to client portfolios and an introduction to the recently launched Dynamic Liquid Alternatives Private Pool.
2/6/2020 • 44 minutes, 40 seconds
Investment Strategy: Thoughts & Themes for 2020
Myles Zyblock, Chief Investment Strategist, will share his outlook and thoughts on investment themes for 2020, recent market developments and his current asset allocation views, along with the rationale behind them.
1/16/2020 • 50 minutes, 26 seconds
5 Simple Steps to Retain Widowed Clients
During the webcast, Paulette and Judy will discuss the need for financial advisors to engage both partners early on and what steps to take to ensure that widowed clients will want to retain their advisor's services.
11/21/2019 • 58 minutes, 52 seconds
Year end tax planning post election
Evelyn Jacks explores the potential for new taxes on top earners, heavier taxation on capital gains on financial assets and real estate, and opportunities to build on tax cuts for specific investor profiles.
10/31/2019 • 57 minutes, 17 seconds
Playing defense in a volatile market
Tom Dicker and Steve Hall share their current views on the U.S. market and how they are positioned across the line-up accordingly.
10/16/2019 • 45 minutes, 3 seconds
Strategic philanthropy: what you need to know
Learn more about earning new credentials to offer strategic philanthropic planning with the confidence: The MFA-P.
10/1/2019 • 51 minutes, 42 seconds
Global funds deliver - celebrate 3rd anniversary
On September 1, 2019 Dynamic Global Equity Income Fund and Dynamic Global Strategic Yield Fund celebrated their 3rd anniversary.
9/19/2019 • 39 minutes, 23 seconds
An active alternative for absolute returns
Marc-André Gaudreau, Vice-President and Senior Portfolio Manager, as he discusses the newly launched liquid alternative Dynamic Credit Absolute Return II Fund.
9/12/2019 • 52 minutes, 28 seconds
Protecting the Golden Goose
Linda Cartier, President and chief trainer for the Academy of Financial Divorce Specialists, discusses how to avoid the pitfalls of dabbling in areas a rep is unqualified to work in, while providing you with information that you need to know in order to assist your clients professionally in the process of a divorce.
8/29/2019 • 1 hour, 2 minutes, 22 seconds
Fixed Income: What's in the Cards for Central Banks?
Derek Amery will speak about his market outlook and views as well as his investment process as it applies to the fixed income mandates under his management.
6/13/2019 • 43 minutes, 2 seconds
The "Original" Alternatives Fund
Portfolio Managers John Harris and Yassen Dimitrov highlight the Fund's diverse exposure to alternative investments (without the use of leverage), attractive monthly income stream and lower volatility than equity markets.
6/6/2019 • 23 minutes, 57 seconds
U.S. Mid-Caps: the missing brick in U.S. equity exposure
Portfolio Managers Tom Dicker and Steve Hall discuss Dynamic iShares Active U.S. Mid-Cap ETF and their approach to building a U.S. mid-cap portfolio.
6/3/2019 • 34 minutes, 53 seconds
Engaging With Executors
Mark O'Farrell explains how engaging with executors can significantly grow assets, drive life sales and exponentially expand your client base.
5/29/2019 • 56 minutes, 56 seconds
Communication Breakdown Part 1
Ellen Bessner will examine real-world scenarios in today's stringent regulatory environment where KYC and suitability issues can result in serious legal headaches.
5/10/2019 • 56 minutes, 56 seconds
Real assets, reliable income built to last
A national webcast presentation on the newly launched liquid alternative Dynamic Real Estate and Infrastructure Income II Fund.
5/9/2019 • 51 minutes, 29 seconds
Election year budget and tax review
Evelyn will highlight the latest tax changes in this year's federal budget and share her extensive practical knowledge on relevant tax changes your clients could be benefiting from this tax season and beyond.
3/20/2019 • 1 hour, 2 minutes, 13 seconds
Gold: the forgotten hard asset
Robert Cohen will provide his view on what the main drivers of the gold price have been and discuss what factors he is watching most closely in 2019.
3/7/2019 • 47 minutes, 31 seconds
Market update from Chief Investment Strategist
Myles Zyblock, Chief Investment Strategist, will provide an update on his market views as we begin the New Year.
2/28/2019 • 39 minutes, 27 seconds
Crossover Bonds: A Sweet Spot in Credit
Jeremy Lucas discusses how the crossover space in corporate credit could be an attractive solution for investors looking to improve returns in relation to investment grade.
2/14/2019 • 46 minutes, 32 seconds
Portfolio solutions: 2018 year-in-review
Judith Chan will look back at the year that was and provide a performance update for the Dynamic Private Investment Pools, DynamicEdge Portfolios, Marquis Portfolio Solutions, and Marquis Institutional Solutions.
2/7/2019 • 40 minutes, 42 seconds
Energy Sector Outlook
Jennifer Stevenson, as she breaks down the events of 2018 into their impacts on the supply-demand balance and discusses her outlook for the energy market.