Join us for this special webcast to hear from Payden &amp; Rygel, one the largest independently owned asset managers in the U.S and manager of Dynamic Global Fixed Income Fund.

Finding Stability and Opportunity in Global Fixed Income

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.

Staying afloat during turbulent times

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.

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

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.

Year End Tax Planning 2021

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

Navigating Estate Headwinds: Strategies for the Advisor and Executor

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

Team Building for Financial Advisors

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

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' 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'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's services.

5 Simple Steps to Retain Widowed Clients

Dynamic Advisor Site Podcast

The best episodes for anyone looking to learn more about topics such as happiness, fulfillment, depression and psychology/mental health in general. With interviews with industry experts, personal stories of individuals, this topic has lessons applicable to everyone. Add episodes you're interested into your queue below!

Best Episodes on Mental Health, Emotions & Thoughts

The best podcasts on investing. For anyone interested in the stories in the investing industry, whether it's an interview with Ray Dalio or Ed Thorp to the writer of The Big Short. This topic includes the most fascinating stories from all the best investors. Add episodes you're interested into your queue below!