Dynamic Advisor Site Podcast

Myles Zyblock, Dynamic Funds Chief Investment Strategist and Portfolio Manager of Dynamic U.S. Sector Focus Class and Dynamic Global All-Terrain Fund, to learn how using a rules-based framework for decision making based on extensive research and testing can assist in minimizing the impacts of emotional biases on terminal wealth. During the webcast, Myles will also discuss the investment factors that Dynamic Funds rules-based investing strategies utilize to capture upside and limit exposure to downside risk, as well as provide an update on the positioning of the funds.

It's been the most contentious tax reform controversy we have seen in decades: individual and family business tax reforms have been all over the news and the implications are significant. Come up to speed on what's coming up for 2018 in both personal and corporation tax. What changes to current planning, if any, should be discussed immediately? Which should be executed upon? What are the tax consequences of any actions taken?

Social media marketing is powerful, effective, and rapidly growing, and platforms such as LinkedIn, Facebook and Google are becoming essential marketing channels. Don't get left behind!

Marc-André Gaudreau, Vice-President and Portfolio Manager, as he discusses the current state of the credit markets, headwinds to watch out for, and the investment implications for your fixed income portfolio.

As we move in to the later stages of the market cycle, when central banks tend to tighten monetary policy, many investors begin to take a more cautious view towards many rate-sensitive sectors of the market.

As we celebrate the 1-year anniversary of Dynamic Global Equity Income Fund, Dynamic Global Strategic Yield Fund, Dynamic U.S. Equity Income Fund and Dynamic U.S. Strategic Yield Fund join us to hear Eric Benner, Tom Dicker, Steven Hall and Domenic Bellissimo on this special national webcast as they discuss how the funds have done in a year that contained many surprises

There is a symptom of the aging process that poses great risk to both you and your clients: it's called "diminished capacity." It exposes your clients to undue influence and financial exploitation and you to lawsuits, regulatory scrutiny, and loss of reputation. It's a virtual minefield of potential missteps and blunders. This presentation will focus on how to identify and address the issues presented by diminished capacity … and protect both you and your clients in the process.

Conventional thinking, approaches and concepts are being challenged by new realities. Client expectations are not only changing they are increasing. What do you need to understand and do to shift minds and processes if you are to remain relevant and valuable to clients? Please join us for a national webcast featuring Peter A. Wouters, Faculty Chair of the International Elder Planning Counsellor Program.

Myles Zyblock, Chief Investment Strategist and Portfolio Manager of Dynamic U.S. Sector Focus Class and Dynamic Global All-Terrain Fund, to learn how using a rules-based framework for decision making based on extensive research and testing can assist in minimizing the impacts of emotional biases on terminal wealth. During the webcast, Myles will also discuss the investment factors that Dynamic Funds' rules-based investing strategies utilize to capture upside and limit exposure to downside risk, as well as provide an update on the positioning of the funds.

Learn about the changes and their implications for your clients from Canadian tax expert, Evelyn Jacks, President of Knowledge Bureau and author of 50 books on personal tax and wealth management, including her best-selling tax guide Jacks on Tax. Evelyn will share her extensive practical knowledge on relevant tax changes your clients could be benefiting from this tax season and beyond.

The recent performance of the financial sector, in both Canada and the U.S., has generated renewed interest for banks and financial services companies. The prospect of rising interest rates, and the possibility of less onerous regulations in the U.S., has lifted the outlook for the sector in general as we navigate the latter stages of the business cycle. Please join us for our national webcast featuring Yassen Dimitrov, the portfolio manager of Dynamic Financial Services Fund and member of Dynamic’s Equity Income team. During the webcast, Yassen will provide an in-depth overview of the fundamental factors that drive the sector’s performance and discuss why he believes there are still opportunities at this stage of the cycle.

Portfolio Manager Christine Horoyski shares her views on what key themes will drive the fixed income markets in 2017. She will also discuss her institutional style investment process and the current positioning of her Funds, Dynamic Aurion Total Return Bond Fund/Class and Dynamic Tactical Bond Private Pool.

Whether it is the risks and opportunities associated with the political change in the US, the shifting demographics and banking changes driving the Emerging Markets forward or technological innovation in the Far East; ideas that will drive markets in 2017 could come from anywhere. Join Chuk Wong as he discusses numerous paradigm shifts occurring in markets at home and abroad.

The end of 2016 closed out an eventful year concluding with a surprising U.S. election result that ignited a rally in equities. While conditions for the latter part of the current business cycle look to have improved and should benefit equities versus bonds and cash there are still many risks and uncertainties and pervasive secular headwinds. In this webcast portfolio manager and head of Dynamic's Equity Income team Oscar Belaiche will host a discussion on the current investment landscape and pose the question "how are your portfolios positioned” to various members of the team.

David Fingold, lead Portfolio Manager for a US Equity Fund and a number of Global Strategies, shares his insights on the current positioning of his Funds as well as his thoughts on the year ahead. David will also discuss his investment process, and will talk about some of the key holdings in his Portfolios. If you have conservative clients with a long term outlook who are seeking to invest a portion of their investments outside of Canada, David's Global Funds present excellent opportunities–particularly for those investors looking for the expertise of a legitimately active portfolio management team.