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Dynamic Advisor Site Podcast

English, Financial News, 1 season, 38 episodes, 1 day, 8 hours, 38 minutes
About
Be the first to receive market updates from Dynamic Funds' portfolio managers. Brought to you by Dynamic Funds. Visit advisor.dynamic.ca for more information.
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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.
2/8/20221 hour, 11 minutes, 4 seconds
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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.
1/26/202247 minutes, 5 seconds
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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.
12/2/202159 minutes, 4 seconds
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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.
11/18/202153 minutes, 49 seconds
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Navigating Estate Headwinds: Strategies for the Advisor and Executor

Learn how you can help support your clients and their executors.
10/7/202126 minutes, 59 seconds
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Team Building for Financial Advisors

Special guest Christine Timms, Author of Team Building for Financial Advisors.
9/16/202126 minutes, 59 seconds
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Why Invest in Europe?

Join us as Vice President & Portfolio Manager Benjamin Zhan discusses his views on Europe.
7/8/202148 minutes, 50 seconds
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Cyber security threats and what clients should know

Learn to help your clients guard against the cybersecurity threat.
6/17/202158 minutes, 50 seconds
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Special Report: April 19 Federal Budget

Learn to share new knowledge about the tax and economic trends that will shape investment decision-making.
4/22/202151 minutes, 8 seconds
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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.
11/25/202046 minutes, 13 seconds
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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.
11/5/20201 hour, 2 minutes, 38 seconds
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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.
10/7/20201 hour, 6 minutes, 2 seconds
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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!)
7/29/20201 hour, 6 minutes, 1 second
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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.
6/24/20201 hour, 17 minutes, 14 seconds
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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.
5/27/20201 hour, 17 minutes, 14 seconds
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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.
5/6/20201 hour, 17 minutes, 14 seconds
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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.
4/16/202035 minutes, 24 seconds
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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.
2/6/202044 minutes, 40 seconds
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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.
1/16/202050 minutes, 26 seconds
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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.
11/21/201958 minutes, 52 seconds
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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.
10/31/201957 minutes, 17 seconds
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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.
10/16/201945 minutes, 3 seconds
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Strategic philanthropy: what you need to know

Learn more about earning new credentials to offer strategic philanthropic planning with the confidence: The MFA-P.
10/1/201951 minutes, 42 seconds
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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.
9/19/201939 minutes, 23 seconds
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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.
9/12/201952 minutes, 28 seconds
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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.
8/29/20191 hour, 2 minutes, 22 seconds
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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.
6/13/201943 minutes, 2 seconds
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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.
6/6/201923 minutes, 57 seconds
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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.
6/3/201934 minutes, 53 seconds
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Engaging With Executors

Mark O'Farrell explains how engaging with executors can significantly grow assets, drive life sales and exponentially expand your client base.
5/29/201956 minutes, 56 seconds
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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.
5/10/201956 minutes, 56 seconds
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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.
5/9/201951 minutes, 29 seconds
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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.
3/20/20191 hour, 2 minutes, 13 seconds
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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.
3/7/201947 minutes, 31 seconds
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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.
2/28/201939 minutes, 27 seconds
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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.
2/14/201946 minutes, 32 seconds
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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.
2/7/201940 minutes, 42 seconds
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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.
1/31/201940 minutes, 42 seconds