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

Jan 26th, 2022 47m 5s

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?

Dec 2nd, 2021 59m 4s

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

Nov 18th, 2021 53m 49s

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

Navigating Estate Headwinds: Strategies for the Advisor and Executor

Oct 7th, 2021 26m 59s

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

Team Building for Financial Advisors

Sep 16th, 2021 26m 59s

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

Why Invest in Europe?

Jul 8th, 2021 48m 50s

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

Cyber security threats and what clients should know

Jun 17th, 2021 58m 50s

Learn to help your clients guard against the cybersecurity threat.

Special Report: April 19 Federal Budget

Apr 22nd, 2021 51m 8s

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

Nov 25th, 2020 46m 13s

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

Nov 5th, 2020 1h 2m

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

Oct 7th, 2020 1h 6m

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

Virtual Client Meetings: Tips for a Smoother Experience

Jul 29th, 2020 1h 6m

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

Advisors and Succession Planning

Jun 24th, 2020 1h 17m

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.

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

May 27th, 2020 1h 17m

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.

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

May 6th, 2020 1h 17m

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.

Deciphering Pandemic Measures: discussing financial issues with clients

Apr 16th, 2020 35m 24s

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

Alternative investing: Thinking differently about risk, return & correlation

Feb 6th, 2020 44m 40s

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.

Investment Strategy: Thoughts & Themes for 2020

Jan 16th, 2020 50m 26s

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.

5 Simple Steps to Retain Widowed Clients

Nov 21st, 2019 58m 52s

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.

Year end tax planning post election

Oct 31st, 2019 57m 17s

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.

Playing defense in a volatile market

Oct 16th, 2019 45m 3s

Tom Dicker and Steve Hall share their current views on the U.S. market and how they are positioned across the line-up accordingly.

Strategic philanthropy: what you need to know

Oct 1st, 2019 51m 42s

Learn more about earning new credentials to offer strategic philanthropic planning with the confidence: The MFA-P.

Global funds deliver - celebrate 3rd anniversary

Sep 19th, 2019 39m 23s

On September 1, 2019 Dynamic Global Equity Income Fund and Dynamic Global Strategic Yield Fund celebrated their 3rd anniversary.

An active alternative for absolute returns

Sep 12th, 2019 52m 28s

Marc-André Gaudreau, Vice-President and Senior Portfolio Manager, as he discusses the newly launched liquid alternative Dynamic Credit Absolute Return II Fund.