Dynamic Advisor Site Podcast

Christine will share her thoughts on the current state of the bond market, her outlook on interest rates as well as strategies to manage fixed income in a challenging bond environment and demonstrate the benefits of an active fixed income solution.

The markets are off to a strong start in 2013 as we see positive signs on a number of fronts and systemic risk dissipates. Is this the beginning of a rotation out of bonds and into equities? Join us for a special webcast with award-winning portfolio manager Oscar Belaiche as he shares his thoughts on the current environment, explains what this means for dividend and distribution paying securities and discusses how he is positioning his Equity Income funds to take advantage of the opportunities that are arising.

Chief Economist Dr. Martin Murenbeeld takes us through his economic and financial outlook for 2013 and beyond. Gain valuable perspective you can use in your practice and share with your clients as Dr. Murenbeeld reviews a number of topical subjects ranging from sovereign debt issues in Europe and the US, to global economic growth, to the state of equity and bond markets in North America, to the health of economic and financial markets in Canada, amongst others. Gain a broad view of today's economic and financial environment and get a better grasp on how these might impact the environment for investing going forward.

As volatility continues to pervade investment markets, there are increased challenges for Fixed-Income investors seeking to generate income and preserve capital. Featuring Portfolio Manager and Head of Fixed Income Michael McHugh and Portfolio Manager Bill Kim. The award-winning team will discuss for a discussion on the current fixed-income market and how flexible mandates allow them the freedom to generate returns from a variety of sources. They will describe their unique investment process highlighting the importance of active management in order to smooth volatility and preserve capital.

For Advisor Use Only: Domenic Bellissimo on Corporate Investing Strategy

Stable businesses that provide essential services with little competition and visible cash flows are in demand in any market environment and are just some of the characteristics that define infrastructure securities. Join us as award-winning portfolio manager Jason Gibbs discusses the benefits of infrastructure investing for a portfolio, identifies where he is finding the opportunities around the globe and explains how he is positioning Dynamic Global Infrastructure Fund to provide moderate growth and income.

Uncertainty in today's markets has many investors on the sidelines wondering where to invest. One of the biggest risks in investor portfolios is not being positioned for a return to optimism. Finding the right balance with growth equities can help investors take action to grow assets, while complementing the income assets in their portfolio. Join award winning manager Alex Lane as he shares his views on Canadian and global markets, how he has positioned his portfolios, and on finding the right balance with growth equities.

For Advisor Use Only: Tom Dicker on Real Estate Insights

Offering attractive yields, real estate securities have benefited from a strong demand driven by an aging demographic needing income in a low yield environment. Please join us for this special national webcast featuring portfolio manager Tom Dicker, a member of the award-winning Equity Income team. Tom will discuss his thoughts on the current environment for real estate securities, where he is finding the opportunities and how he is positioning Dynamic Global Real Estate Fund and Dynamic Real Estate & Infrastructure Income Fund.

Portfolio Managers Adam Donsky and Domenic Bellissimo for an exclusive look at the newly launched Dynamic Blue Chip U.S. Balanced Class. Gain insight into the investment process employed by both managers and hear about the equity and fixed income opportunities they are seeing among U.S. companies, as well as companies they have avoided. The Portfolio Managers will also discuss their current market views and how they are dealing with the many storm clouds on the horizon.

Although 2012 has been marked by continued equity volatility, markets have rebounded sharply over the past several months on positive news out of Europe and the potential for additional stimulus. Is this renewed confidence in equity markets here to stay? To find out, chief investment strategist Rohit Sehgal provides his outlook for the global economy and equity markets, discusses some of his key investment themes, and describes how his mutual funds and hedge funds are currently positioned.

Featuring the Dynamic Advantage Bond Fund's portfolio management team, Michael McHugh and Domenic Bellissimo, as they provide an update on the fund, a fixed income market outlook and their thoughts on strategies for investing in the current fixed income markets. Learn how the distinct advantages of Dynamic Advantage Bond Fund, including sector allocation outsourcing and active risk management, have never been more valuable to investors as they are today.

Special webcast with one of Canada’s most respected experts in the area of tax and personal finance, Tim Cestnick, as he takes us through the subject of integrating charitable giving into the financial and estate planning process. Learn more about a sometimes overlooked but important component of the financial planning process as Tim reviews the various ways Canadians can donate to their favourite charities and causes, highlighting important considerations and strategies that can be used to make the most efficient donations possible.

Special compliance webcast with guest speaker Brigitte Geisler, securities lawyer and consultant. This presentation will deal with some of the latest regulatory requirements from IIROC. We will be covering the rules regarding advertising and sales literature, with special attention to social media. While social media is relatively new, the rules for the approval of advertising and literature remain relatively constant. It is useful to review them in this context, noting the issues that may arise. We’ll also look at the requirements arising from the Client Relationship Model, referring to the recent guidance notices with respect to Suitability. CRM has recently been adopted with implementation in various stages. We will review the enhanced suitability requirements and conflicts of interest disclosures which will be implemented on March 26, 2013.

Learn more about the impact separation or divorce has on family finances from the Financial Divorce Specialist's perspective with Linda Cartier, President and chief trainer for the Academy of Financial Divorce Specialists. In this case study, we examine the important concepts and procedures involved in divorce and how your role as a financial professional is becoming increasingly valuable to your clients in this difficult period in their lives.