Dynamic Funds is a Canadian success story, built on non-negotiable beliefs that drive everything we do. We began by challenging the status quo in investment management, and we continue to do so today.
Since beginning as an independent investment club in Montreal, we have evolved into a powerful, difficult-to-replicate company that provides investors with many advantages. We view ourselves first and foremost as ambassadors of efficient portfolio construction, and believe that our job is to produce investment solutions that meet and exceed expectations.
Dynamic Funds at a glance
As of December 31, 2023
Our investment environment is difficult to create and is equally hard to replicate.
- We do not believe in unnecessarily constraining our Portfolio Managers when they find a great investment opportunity.
- We are benchmark-aware, but no slaves to the benchmark. Our Portfolio Managers do not start with the benchmarks when building portfolios. We let the market provide us with opportunity, rather than direction.
Download our Dynamic Advantage brochures
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.
How to Invest with Us
Dynamic Funds can be purchased through registered securities dealers across Canada, including financial advisors and planners, stockbrokers and discount brokerages.
At Dynamic Funds, we emphasize the importance of reliable financial advice when determining your investment strategy. An independent financial advisor can help you manage your goals and develop a process that is specific to your savings objectives.
If you do not have a financial advisor, we would be happy to direct you to resources that can help you locate a professional in your area. You may also wish to see why advice matters by visiting Invest with Advice.
Helping our community
Dynamic's business is based on recognizing the value and responsibility of partnership, not only with investors and Financial Advisors, but also with our community. Charitable giving is a natural extension of the spirit of partnership that permeates our company.
Dynamic is proud to provide funding for local organizations in communities across Canada. Whether it's helping a small town's volunteer fire department or a big city hospital, we appreciate the importance of shared values and a commitment to pull together as one.
Careers
At Dynamic, we believe that the success of a company begins with each person's contribution. Therefore, we invest in what we consider to be the most important: Our employees. Always in search of motivated and skilled candidates, we offer a complete range of benefits as well as a competitive remuneration program.
Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto.