Saturday, May 18th, 2024

Dynamic Funds

Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, it has evolved to become a fully integrated wealth management firm. It offers a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Dynamic’s products include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs.

Since their earliest days as an investment club in 1957, they have recognized that sound financial advice is integral to successful investing. As one of Canada’s leading, integrated wealth management companies, their commitment to fostering partnerships between investors and financial advisors has been unwavering.

Financial decisions are among the most important individuals will ever make. One of Dynamic’s fundamental beliefs is that there are significant benefits to Canadians who seek the advice of a professional financial advisor. Essentially, independent advisors recognize the existence of competing investment products, reflect on their comparative advantages and provide insight and substantial added value to their relationship with investors.

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