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 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.
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.
For the third year in a row, no Canadian fund received more Lipper Fund Awards awards than Dynamic Funds.
Canadian Investment Awards
Advisor Education Award
Investor Education Award – 2009, for Snapshots™