When you fully understand the risks,
you're well-positioned for the reward.
That's what resilient investment portfolios are all about.

Learn more

A financial advisor can help you build a resilient portfolio

Regardless of your circumstances, a financial advisor can help you reach your financial goals and work toward building enough wealth to sustain a comfortable retirement. But achieving this outcome in today’s economic environment requires innovative thinking and alternative tools to build more resilient portfolios.

Investing is all about risk and reward. After a year of unprecedented uncertainty, economic growth is recovering, but generating income is more challenging than ever in today’s low-interest-rate environment. A financial advisor can help you better understand various market risks so that your portfolio is better positioned for the potential rewards – whether that’s preserving capital in times of market stress, generating a reliable income stream or taking full advantage of investment opportunities during a recovery.

Thankfully, financial advisors have the tools and investment knowledge to help investors build more resilient portfolios that can thrive in a variety of economic scenarios and aims to deliver more income – for today and well into the future.

Other benefits of working with an advisor

Accumulating greater wealth through better saving behaviour

Protecting against poor financial decisions

Building assets for a more comfortable retirement

Avoiding emotional investing habits

Selecting tax-efficient investment vehicles

Building a resilient portfolio

Maintaining a long-term investment strategy

Source: IFIC Value of Advice Report, 2012.

The Dynamic Advantage

At Dynamic Funds, we provide advisors active management and alternative investment solutions to help build resilient portfolios that aim to support your financial goals.

It's time to consider the alternatives

An Introduction to Active Alternatives™

Dynamic Education Series

While stocks and bonds have traditionally formed the foundation of a well-diversified portfolio, recent history has shown that the two asset classes can move in the same direction during volatile markets — and that’s not good¹.

At Dynamic Funds, we see diversification differently. We believe alternative investments are an essential building block – along with stocks and bonds – in helping investors create more resilient portfolios that can thrive in different market conditions.

Why Alternatives Matter

Diversification
With the potential for lower correlation to stocks and bonds, alternative asset strategies can increase portfolio diversification.

Downside Protection
Alternative strategies can help mitigate risk in times of volatility and potentially enhance a portfolio’s long-term risk-adjusted returns.

Access to Additional Sources of Returns
Incorporating alternatives into a portfolio may offer access to return sources beyond traditional investment solutions.

Dynamic’s Active Alternatives™ offer access to a wide range of investment strategies with a low correlation to stocks and bonds – all within the structure of a mutual fund.

¹ Source: Will Stock and Bond Performance Converge?, John Rekenthaler, 2020.

What can Active Alternatives™ do for your portfolio?

Talk to a financial advisor today to learn more about our full lineup of alternative investment solutions.

You can’t beat the benchmark if you are the benchmark.

That’s why we believe it’s essential to choose Legitimately Active Management®, an active investment approach that uncovers opportunity beyond the index.

At Dynamic Funds, we don’t just take what the market gives. Our portfolio managers aim to build concentrated portfolios that deliver differentiated performance beyond the benchmark. It’s hard to beat the benchmark if you look just like it.

When passive investing simply won’t do, seek Legitimately Active Management®.

Seek Legitimately Active Management®

Active management can pay off because portfolio managers have the ability to select holdings that have potential to provide:

Downside Protection
Alternative strategies can help mitigate risk in times of volatility and potentially enhance a portfolio’s long-term risk-adjusted returns.

Faster Recovery
Provide faster recovery when markets turnaround

Source: Government of Canada benchmark bond yields 10 years | Bank of Canada

What are the benefits of Active Management?

Talk to a financial advisor today to learn more about Active Management.

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.

 
   

Determine your needs

   

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.

 
 
   

Prepare the right questions

   

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?