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

Dynamic Advisor Site Podcast

Why Invest in Europe?

Learn to help your clients guard against the cybersecurity threat.

Cyber security threats and what clients should know

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

Special Report: April 19 Federal Budget

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

Financial Fallout in Wealth Management: Helping Your Clients Plan for 2021

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

The Energy Evolution - Investing in an Industry in Transition

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

Exploring Key Investment Themes: A Framework for Investing

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

Virtual Client Meetings: Tips for a Smoother Experience

Ellen Bessner will provide a detailed step-by-step approach to help protect your beneficiaries and clients&apos; and hopefully help you sleep better at night.

Advisors and Succession Planning

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.

Why every advisor needs a continuity plan - for their business and themselves

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.

Where there's a will there's a way!

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

Deciphering Pandemic Measures: discussing financial issues with clients

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.

Alternative investing: Thinking differently about risk, return & correlation

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.

Investment Strategy: Thoughts & Themes for 2020

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&apos;s services.

5 Simple Steps to Retain Widowed Clients

Evelyn Jacks explores the potential for new taxes on top earners, heavier taxation on capital gains on financial assets and real estate, and opportunities to build on tax cuts for specific investor profiles.

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Dynamic Advisor Site Podcast

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