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Company overview
Dynamic Funds was established as a small investment club in Montreal in 1957. Since then, we have evolved to become one of Canada's most recognized asset 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.
Invest with Advice™
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.
Dynamic’s Responsible Investment Policy
As part of our responsibility to act in the best interests of our unitholders, the consideration of Environment, Social and Corporate Governance (ESG) factors are incorporated in the investment process.
Read our policy