Who We Are

Company overview

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, we have evolved to become a one of Canada’s most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs.

www.dynamicstory.ca

Invest with Advice^™

Since our earliest days as an investment club in 1957, we have recognized that sound financial advice is integral to successful investing. As one of Canada's leading wealth management companies, our 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.

Committed to empowering Advisors

• "Best Advisor site in Canada", as rated by DALBAR Canada Inc. (2009, 2010, 2011)
• 2008 Call Center Awards named "Best Contact Center Under 50 Agents" by ContactCenterWorld.com
• Highly-trained sales team dedicated to building partnerships with Advisors

Milestones & Awards

Canadian Lipper Awards

For the third year in a row, no Canadian fund received more Lipper Fund Awards awards than Dynamic Funds.

• 2012 – 11 individual fund category awards
• 2011 – 16 individual fund category awards
• 2010 – 14 individual fund category awards
• 2009 – 7 individual fund category awards
• 2008 – Best Equity Fund Family for the second year in a row
            – 19 individual fund category awards

Canadian Investment Awards

• Analysts’ Choice Investment Fund Company of the Year – 2011, 2010, 2008, 2005
• Advisors’ Choice Investment Fund Company of the Year – 2010, 2009, 2007

Advisor Education Award
Investor Education Award – 2009, for Snapshots^TM

• 2011 – 2 Fund of the Year awards
• 2010 – 6 Fund of the Year awards
• 2009 – 3 Fund of the Year awards
• 2008 – 1 Fund of the Year award