Dynamic Advisor Site Podcast

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.

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.

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.

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.

Learn how you can help support your clients and their executors.

Special guest Christine Timms, Author of Team Building for Financial Advisors.

Join us as Vice President & Portfolio Manager Benjamin Zhan discusses his views on Europe.

Learn to help your clients guard against the cybersecurity threat.

Learn to share new knowledge about the tax and economic trends that will shape investment decision-making.

Advisors must know the details behind Canada's Emergency financial responses and integrate them into year-end tax planning activities.

Introduce Dynamic Energy Evolution Fund; a fund committed to finding and investing in the renewable energy leaders of today and the innovators of tomorrow.

Oscar Belaiche walks us through the current environment describing the impact of the market’s ongoing bifurcation.

Learn the basics of online meetings, as well as the details and niceties, that will make virtual meetings more pleasant for clients (and yourself!)

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.

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.

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.

The times are surreal and unprecedented. Canada's economy could suffer the weakest growth on record since 1962.

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.

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.

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.