Dynamic Advisor Site Podcast

Dynamic Advisor Site Podcast

Podcasts from Dynamic Advisor Site

Episodes

Finding Stability and Opportunity in Global Fixed Income

February 8, 2022 • 71 mins
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.
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Staying afloat during turbulent times

January 26, 2022 • 47 mins
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.
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Preferred Shares: One year later, where to go now?

December 2, 2021 • 59 mins
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.
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Year End Tax Planning 2021

November 18, 2021 • 53 mins
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.
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Navigating Estate Headwinds: Strategies for the Advisor and Executor

October 7, 2021 • 26 mins
Learn how you can help support your clients and their executors.
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Team Building for Financial Advisors

September 16, 2021 • 26 mins
Special guest Christine Timms, Author of Team Building for Financial Advisors.
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Why Invest in Europe?

July 8, 2021 • 48 mins
Join us as Vice President & Portfolio Manager Benjamin Zhan discusses his views on Europe.
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Cyber security threats and what clients should know

June 17, 2021 • 58 mins
Learn to help your clients guard against the cybersecurity threat.
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Special Report: April 19 Federal Budget

April 22, 2021 • 51 mins
Learn to share new knowledge about the tax and economic trends that will shape investment decision-making.
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Financial Fallout in Wealth Management: Helping Your Clients Plan for 2021

November 25, 2020 • 46 mins
Advisors must know the details behind Canada's Emergency financial responses and integrate them into year-end tax planning activities.
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The Energy Evolution - Investing in an Industry in Transition

November 5, 2020 • 62 mins
Introduce Dynamic Energy Evolution Fund; a fund committed to finding and investing in the renewable energy leaders of today and the innovators of tomorrow.
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Exploring Key Investment Themes: A Framework for Investing

October 7, 2020 • 66 mins
Oscar Belaiche walks us through the current environment describing the impact of the market’s ongoing bifurcation.
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Virtual Client Meetings: Tips for a Smoother Experience

July 29, 2020 • 66 mins
Learn the basics of online meetings, as well as the details and niceties, that will make virtual meetings more pleasant for clients (and yourself!)
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Advisors and Succession Planning

June 24, 2020 • 77 mins
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.
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Why every advisor needs a continuity plan - for their business and themselves

May 27, 2020 • 77 mins
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.
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Where there's a will there's a way!

May 6, 2020 • 77 mins
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.
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Deciphering Pandemic Measures: discussing financial issues with clients

April 16, 2020 • 35 mins
The times are surreal and unprecedented. Canada's economy could suffer the weakest growth on record since 1962.
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Alternative investing: Thinking differently about risk, return & correlation

February 6, 2020 • 44 mins
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.
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Investment Strategy: Thoughts & Themes for 2020

January 16, 2020 • 50 mins
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.
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5 Simple Steps to Retain Widowed Clients

November 21, 2019 • 58 mins
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.
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