38 episodes

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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    • Business
    • 4.7 • 3 Ratings

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.

    Finding Stability and Opportunity in Global Fixed Income

    Finding Stability and Opportunity in Global Fixed Income

    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.

    • 1 hr 11 min
    Staying afloat during turbulent times

    Staying afloat during turbulent times

    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.

    • 47 min
    Preferred Shares: One year later, where to go now?

    Preferred Shares: One year later, where to go now?

    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.

    • 59 min
    Year End Tax Planning 2021

    Year End Tax Planning 2021

    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.

    • 53 min
    Navigating Estate Headwinds: Strategies for the Advisor and Executor

    Navigating Estate Headwinds: Strategies for the Advisor and Executor

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

    • 26 min
    Team Building for Financial Advisors

    Team Building for Financial Advisors

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

    • 26 min

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