You don’t become a leader by standing still.
At Dynamic, we aim to build portfolios that look nothing like the index. Our active management approach aims to evolve with the ebbs and flows of the market, while minimizing volatility. Dynamic seeks to capture opportunities with our investments, and then watch potential unearth itself.
Staying active is key to investing.
Let your portfolio stand apart without standing still.
Our Solutions
Our investment teams challenge the status quo in investment management and provide high conviction solutions that look nothing like the benchmark. Explore our solutions.
With a financial advisor
An independent financial advisor can help determine your goals and develop a process that is specific to your individual needs.
Get started by finding an advisor
At Dynamic, we believe in the power of professional advice. 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.
Here are some useful websites that may help you find or research an advisor that is in your area.
Canadian Securities Administrators
Find a list of organizations that are registered as a CIRO Dealer Member.
Get Started
Canadian Investment Regulatory Organization
Find a list of organizations that are registered as an CIRO Dealer Member.
Learn more
Portfolio Management Association of Canada
Learn more about investment management firms that are part of PMAC.
Learn more
Self-directed
Dynamic Active ETFs and Series F Mutual Funds are available during regular trading hours through your self-directed investing account.
Activate your portfolio today
Time is money. The earlier you can start saving and investing, the better.
You can buy Dynamic Active ETFs and Series F mutual funds during regular trading hours through your self-directed investing account and create a custom portfolio that best suits your investment needs.
If you are new to investing, below are links to some of the self-directed brokerage firms available in Canada. By clicking any of the links below, you will be leaving dynamic.ca.
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Dynamic's Award-Winning Solutions
Dynamic honoured with 9 awards at 2025 FundGrade A+® Awards
| Fund name | CIFSC Category | No. of funds in the category | Fun Grade start date |
|---|---|---|---|
| Dynamic Active Credit Strategies Private Pool | Multi-Sector Fixed Income | 58 | 2015-12-31 |
| Dynamic Active Enhanced Yield Covered Options ETF (DXQ) | North American Equity | 34 | 2022-12-31 |
| Dynamic Active Preferred Shares ETF (DXP) | Preferred Share Fixed Income | 29 | 2017-12-31 |
| Dynamic Active Ultra Short Term Bond ETF (DXV) | Canadian Short Term Fixed Income | 82 | 2018-12-31 |
| Dynamic Power Balanced Fund | Canadian Equity Balanced | 56 | 2015-12-31 |
| Dynamic Preferred Yield Class | Preferred Share Fixed Income | 29 | 2015-12-31 |
| Dynamic Premium Balanced Private Pool Class | Tactical Balanced | 51 | 2015-12-31 |
| Dynamic Short Term Credit PLUS Fund | Alternative Credit Focused | 29 | 2022-12-31 |
| Dynamic U.S. Balanced Class | Global Equity Balanced | 190 | 2015-12-31 |
Dynamic honoured to be recognized at the 2025 LSEG Lipper Fund Awards
| Mutual Fund | Category | Period recognized | Portfolio Manager(s) | Fund Count |
|---|---|---|---|---|
| Dynamic Active Preferred Shares ETF | Preferred Share Fixed Income | 3 years | Marc-André Gaudreau, Roger Rouleau, Jeremy Lucas, Olivier Marquis | 18 |
| Dynamic Power Balanced Fund | Canadian Equity Balanced | 3 years | Vishal Patel, Derek Amery | 47 |
| Dynamic Preferred Yield Class | Preferred Share Fixed Income | 5 years | Marc-André Gaudreau, Roger Rouleau, Jeremy Lucas, Olivier Marquis | 10 |
| Dynamic Premium Balanced Private Pool Class | Tactical Balanced | 3 years | Damian Hoang,Derek Bastien | 49 |
| Dynamic Premium Balanced Private Pool Class | Tactical Balanced | 5 years | Damian Hoang,Derek Bastien | 48 |
| Dynamic Ultra Short Term Bond Fund | Canadian Short Term Fixed Income | 5 years | Marc-André Gaudreau, Roger Rouleau, Jeremy Lucas, Olivier Marquis | 10 |
| The winning funds and ETFs for the following periods ending July 31, 2025. | ||||
Resources
Battle of the Strategies: Active vs Passive Investing
You've probably heard the terms 'active' and 'passive' when it comes to investing. But what exactly do they mean?
ETFs Unveiled: Your Gateway to Smart Investing
An exchange-traded fund (or ETF for short) is an investment vehicle that offers a number of benefits.
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