Markets are changing more than ever.
A financial advisor can help address your evolving portfolio needs.

See why advice matters.

Advice By The Numbers

Households who have a financial advisor

Save At Nearly Twice the rate

than those who don't.¹

Seeking advice helps your savings.

It's fact: Research shows that obtaining good advice can help you:

  • make better decisions;
  • save more;
  • accumulate assets and;
  • grow the investable portion of your wealth.

Investors who work
with an advisor


than those who don't.¹

Seeking advice helps you accumulate assets.

Investors that receive advice are much better off when they have an advisor—and the longer that relationship lasts, the better.

¹Source: The Gamma Factor and the value of Financial Advice, Claude Montmarquette, Natalie Viennot-Briot, 2016

An advisor's role

A professional financial advisor can help you set realistic financial goals and understand which investment products make sense for your portfolio.

With a trusted advisor and a financial plan tailored to your goals, you are on your way.

By working with a financial advisor, you have a better chance of:

Accumulating greater wealth through better saving behaviour

Building assets for a more comfortable retirement

Selecting tax-efficient investment vehicles

Maintaining a long-term investment strategy

Protecting against poor financial decisions

Avoiding emotional investing habits

Source: IFIC Value of Advice Report, 2012.


The role of a financial advisor is paramount, especially in times like these. A financial advisor can help you navigate market volatility and show you the importance of following a disciplined strategy.

To learn more about different strategies to help manage market volatility, visit our Volatility Resource Centre and speak with a financial advisor.

Volatility Resource Centre

Seeking Legitimately Active Management®

Like financial advisors, not all investment products are created equally; many are passive in nature and track an index. Others purport to invest differently than their benchmarks, but actually closely mimic them. Managers that use a legitimately active philosophy invest in a manner that is truly different than the benchmark, with the goal of outperforming it.

At Dynamic Funds, we firmly believe that active management pays off.

Our Portfolio Managers actively monitor markets and manage their portfolios with the ultimate goal of delivering long-term results.


Getting Started

At Dynamic Funds, we emphasize the importance of reliable financial advice when determining your investment strategy. An independent financial advisor can help you define and manage your financial goals by researching the most appropriate mutual funds to meet your individual objectives.

There are thousands of financial advisors in Canada, each with their own unique process and way of operating. All financial advisors selling investment products must be registered with the provincial securities commissions. Most advisors are registered to sell either mutual funds only, or mutual funds and stocks and bonds. Many registered financial advisors will also provide comprehensive financial planning, sometimes for an extra fee.

You should determine your needs before you decide what type of advisor you want to work with.

For example, do you simply want someone to help you choose investments or do you want to work with someone who will develop a financial plan for you and then help you to execute that plan? Are you interested in looking at ways to reduce your taxes? Many advisors can provide you with guidance on all these issues.

There are lots of questions you can ask a potential advisor to help you find the right one for your circumstances. First and foremost, however, is to look for someone who is committed to the profession so you will want to know about credentials and experience.

Here are some questions you may consider asking during the advisor selection process:

  • How are you registered?
  • How are you paid?
  • What products and services do you offer?
  • What kinds of clients do you work with?
  • What designations do you have?
  • What level of service can I expect from you?
  • What is your investment selection process?
  • How will you help me reach my goals?