Dynamic Advisor Site Podcast
Dynamic Advisor Site Podcast
Dynamic Funds
Podcasts from Dynamic Advisor Site
Finding Stability and Opportunity in Global Fixed Income
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.
Feb 8, 2022
1 hr 11 min
Staying afloat during turbulent times
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.
Jan 26, 2022
47 min
Preferred Shares: One year later, where to go now?
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.
Dec 2, 2021
59 min
Year End Tax Planning 2021
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.
Nov 18, 2021
53 min
Navigating Estate Headwinds: Strategies for the Advisor and Executor
Learn how you can help support your clients and their executors.
Oct 7, 2021
26 min
Team Building for Financial Advisors
Special guest Christine Timms, Author of Team Building for Financial Advisors.
Sep 16, 2021
26 min
Why Invest in Europe?
Join us as Vice President and Portfolio Manager Benjamin Zhan discusses his views on Europe
Jul 8, 2021
48 min
Cyber security threats and what clients should know
Learn to help your clients guard against the cybersecurity threat.
Jun 17, 2021
58 min
Special Report: April 19 Federal Budget
Learn to share new knowledge about the tax and economic trends that will shape investment decision-making.
Apr 22, 2021
51 min
Financial Fallout in Wealth Management: Helping Your Clients Plan for 2021
Advisors must know the details behind Canada's Emergency financial responses and integrate them into year-end tax planning activities.
Nov 25, 2020
46 min
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