Dynamic Advisor Site Podcast

Peter A. Wouters, Director and faculty chair of the International Elder Planning Counsellor program leads a discussion to help you prepare for the day when one of your elder clients becomes incapacitated. Learn why it is important for you to position yourself as an authority with other family members and advisors before something happens and discover the concrete strategies, instructions and documentation you can put in place now to reduce the financial fallout.

Myles Zyblock, Chief Investment Strategist of Dynamic Funds, delivers an update on his current market views as we enter the third quarter of 2015. Over the course of the webcast, Myles will put recent market developments into context and share his thoughts on the current environment for equities and fixed income. During his presentation, Myles will discuss: - The recent increase in volatility across equity and fixed income markets - Why he sees more upside potential for equities despite the increase in uncertainty - Opportunities he is seeing outside of North America - Reasons he sees limited upside for fixed income markets

Tim Cestnick shares his insights into effective strategies designed to reduce the tax liability on investment portfolios. Specifically, he'll discuss the concept of "tax alpha", introduce creative ways to deal with capital gains and losses, reflect on where corporate class funds make sense, and provide a look at some ideas used by the wealthiest individuals in the country.

Learn about the similarities, differences and common misunderstandings of estate preparation in the HNW market and the resulting heightened risk and responsibilities for their executors. Presented by Mark O'Farrell, President of the Canadian Institute of Certified Advisors, with a case-study discussion panel including Brent van Ryzewyk, Principal, Barrons Financial Advisory Services Inc., Craig Ross, Partner, Pallett Valo LLP, and Scot Dalton, President, Erassure Executor Insurance.

Noah Blackstein is responsible for US and global growth portfolios and two hedge fund mandates - Dynamic Alpha Performance Fund which he has managed since its inception in June 2002, and Dynamic Global Growth Opportunities Fund which he assumed management of in March 2015. As one of the few pure growth managers in Canada, Noah provides a unique perspective on investing that complements Canadian-focused portfolios. During the presentation, among the topics of discussion will be the transition of the Fund to Noah's management, the investment process of the Fund, and positioning of the Fund.

Robert Cohen provides an update on investing in the gold markets and prospects for the mining sector. Find out more about recent developments occurring in these markets and hear his outlook for gold and several base metals, including copper, nickel, uranium and zinc.

A special webcast highlighting the latest tax changes in this year's federal budget. Learn about the changes and their implications for your clients from Canadian tax expert, Evelyn Jacks, President of Knowledge Bureau and author of 51 books on personal tax and wealth management. Evelyn will share her extensive practical knowledge on relevant tax changes your clients could be benefitting from this tax season and beyond.

For Advisor Use Only: An Update on the Blue Chip Funds From Adam Donsky

Myles Zyblock, Chief Investment Strategist of Dynamic Funds, delivers an update on his current market views as we enter the second quarter of 2015. Over the course of the webcast, Myles will put recent market developments into context and share his thoughts on the current environment for equities and fixed income.

Portfolio Manager Jennifer Stevenson, discusses the factors behind the recent decline in oil prices and provides her outlook for oil and gas and the opportunities she sees in the energy sector as global energy demand continues to rise and companies focus on cost efficiencies. With over 25 years of experience in this space, Jennifer will deliver insight into how she manages money in this type of environment and how she is positioned across her energy mandates, Dynamic Energy Income Fund and Dynamic Strategic Energy Class.

For Advisor Use Only: Canadian Equity Market Update From Craig MacAdam

Advisors are working in an environment that is subject to ever-increasing complexity. Along with complexity comes the possibility that advisors might overlook certain tax, estate and financial planning pitfalls. In this webcast, Tim Cestnick will provide insight into foreign income issues, U.S. estate tax, and other tax and estate issues that can cost clients thousands if not handled properly. These are issues that can be easily overlooked if an advisor is not careful. Tim will provide practical advice on how to avoid these pitfalls and red flags, and he will share ideas that can add significant value for clients.

Alex Lane discusses what he sees as the major investment themes for 2015 and how he is positioning his funds to take advantage of them. Alex will also provide an update on Dynamic Power Canadian Growth and Dynamic Power Balanced Funds and their improved performance since taking over as lead manager as well as updates on his other funds: Dynamic Power Global Navigator Class and Dynamic Power Small Cap Fund. In addition, Vishal Patel and Amy Glading co-portfolio managers of the Dynamic Power Managed Growth Class will discuss how they are positioning the fund with a focus on dividend growth after taking over responsibility (management) on October 1, 2014.

As we continue our 2015 Dynamic webcast series we are joined by multiple award winning global equity Portfolio Manager Dana Love. Dana joined Dynamic in 2013 as a Vice President and Portfolio Manager and applies his core investment style to a number of strategies including Dynamic Global Equity Fund and Dynamic Global Balanced Fund. In this webcast Dana will discuss his active core investment style & philosophy and why he believes that now is the time reallocate to global equities, spanning developed, emerging and frontier markets.

2014 proved to be a volatile year for global markets in which many regions, developed, emerging and frontier alike, each faced their own challenges as well as presented their own opportunities. In this webcast Chuk Wong will discuss how his contrarian, value style is uncovering these opportunities in global markets to get 'ahead of the herd' in regions including Emerging Markets and the Far East.