
Advertise on podcast: Dynamic Advisor Site Podcast
This podcast has
38 episodes
Language
EnglishPublisher
Dynamic FundsExplicit
No
Date created
2007/01/11
Latest episode
2022/02/08
Average duration
52 min.
Release period
45 days
Description
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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Check latest episodes from Dynamic Advisor Site Podcast podcast
Finding Stability and Opportunity in Global Fixed Income
2022/02/08
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.
Staying afloat during turbulent times
2022/01/26
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.
Preferred Shares: One year later, where to go now?
2021/12/02
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.
Year End Tax Planning 2021
2021/11/18
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.
Navigating Estate Headwinds: Strategies for the Advisor and Executor
2021/10/07
Learn how you can help support your clients and their executors.
Team Building for Financial Advisors
2021/09/16
Special guest Christine Timms, Author of Team Building for Financial Advisors.
Why Invest in Europe?
2021/07/08
Join us as Vice President and Portfolio Manager Benjamin Zhan discusses his views on Europe
Cyber security threats and what clients should know
2021/06/17
Learn to help your clients guard against the cybersecurity threat.
Special Report: April 19 Federal Budget
2021/04/22
Learn to share new knowledge about the tax and economic trends that will shape investment decision-making.
Financial Fallout in Wealth Management: Helping Your Clients Plan for 2021
2020/11/25
Advisors must know the details behind Canada's Emergency financial responses and integrate them into year-end tax planning activities.
The Energy Evolution - Investing in an Industry in Transition
2020/11/05
Introduce Dynamic Energy Evolution Fund; a fund committed to finding and investing in the renewable energy leaders of today and the innovators of tomorrow.
Exploring Key Investment Themes: A Framework for Investing
2020/10/07
Oscar Belaiche walks us through the current environment describing the impact of the market’s ongoing bifurcation.
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