Print     E-mail    Bookmark and Share Share    

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, 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.

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, integrated 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 products and services

  • "Best Advisor site in Canada", as rated by DALBAR Canada Inc.
  • 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

2009 Canadian Lipper Awards
  • Seven individual fund category awards
2008 Canadian Investment Awards
  • 2008 Analysts’ Choice Investment Fund Company of the Year
  • 2008 Fund of the Year Award
  • Dynamic Focus+ Small Business Fund
2008 Canadian Lipper Awards
  • Best Equity Fund Family for the second year in a row
  • Nineteen individual additional fund category awards
2007




  • Dynamic named "Advisor's Choice 2007 Fund Company of the Year"
  • Two Dynamic Funds recognized as "Fund of the Year" at the Canadian Investment Awards
    • Dynamic Power American Growth Fund
    • Dynamic Power Hedge Fund
  • Dynamic celebrates its 50th anniversary
  • Named Best Equity Fund Family at the Lipper Fund Awards Canada
  • Honoured with the highest number of "Fund of the Year" Awards at the Lipper Fund Awards 2007. Five funds took the top spot.
    • Dynamic Canadian Value Class
    • Dynamic Far East Value Fund
    • Dynamic Focus+ Small Business Fund
    • Dynamic Global Discovery Fund
    • Dynamic Value Balanced Fund
  • Most 5-star Morningstar Funds for eleven consecutive months As at July, 31 2007

2006
  • Dynamic is the fastest growing mutual fund company of the Top 15 Fund manufacturers Based on AUM and including banks – as per IFIC
  • Receives the Corporate Citizenship Award at the Canadian Investment Awards
  • Three Dynamic funds declared "Fund of the Year" at the Canadian Investment Awards
    • Dynamic Canadian Value Class
    • Dynamic Focus+ Resource Fund
    • Dynamic Focus+ Small Business Fund

2005
  • Dynamic wins Analysts' Choice Fund Company of the Year at the Canadian Investment Awards
  • Dynamic Chairman, Ned Goodman, is honoured with a career achievement award by the Canadian Investment Awards
  • Three Dynamic funds win "Fund of the Year" at the Canadian Investment Awards
    • Dynamic Canadian High Yield Bond Fund
    • Dynamic Focus+ Real Estate Fund
    • Dynamic Focus+ Wealth Management Fund
  • Dynamic launches its "Invest with Advice" campaign

LATEST NEWS