Dynamic Funds Accessibility Plan 2023 - 2026

Statement of Commitment

Dynamic Funds is committed to providing the best possible service to our customers, including people with disabilities. Dynamic Funds is also committed to providing an inclusive workplace for our employees. To us that means ensuring that customers and employees with disabilities are respected for who they are, that employees can reach their full potential, and that customers can access Dynamic Funds services in a manner that respects dignity and independence.

Dynamic Funds is committed to meeting the objectives and requirements outlined in the Accessibility for Ontarians with Disabilities Act (the “AODA”), and to meeting the accessibility needs of persons with disabilities in a timely manner, through the implementation of the requirements of the AODA and its applicable regulations.

Dynamic Funds believes in integration and equitable opportunity through a diverse and inclusive environment, and is committed to identifying, preventing and removing barriers to accessibility and meeting accessibility requirements.

This multi-year Accessibility Plan outlines the steps Dynamic Funds is taking to identify, prevent and remove barriers to accessibility and to improve opportunities for people with disabilities.

What we plan to do:

This section of the Accessibility Plan outlines our commitment to achieving accessibility standards in the next three years. Those initiatives include:

For our customers:

• Expand existing digital accessibility testing tools and processes. (2026)
• Create training and learning materials for marketing employees to increase accessibility of marketing materials – print and digital. (2023)
• Create a web content accessibility program that enables and empowers employees to create accessible documents and web content.
• Establish a governance model for websites and web content on public sites.
• Establish enterprise digital accessibility metrics to measure maturity and performance.
• Conduct a current state study to find out how to integrate accessibility requirements into existing end-to-end procurement process.
• Update the mandatory e-learning (Rethinking Accessibility) to align with policy and process updates and offer to employees globally.

For our employees:

• Increase the representation of People with Disabilities (PWD) by 20 per cent. (2025)
• Advance the People with Disabilities Employment Equity Plan to remove barriers related to attraction, retention, and development of employees with disabilities. (2025)
• Implement an Accessibility Operating Model with a focused approach to delivering services, developing talent, and building an inclusive and accessible environment for employees with disabilities. It integrates accessibility into our employment practices. (2026)
• Conduct hiring programs with community partners to increase representation of persons with disabilities. Two initiatives are currently in progress focused on hiring of people with vision loss and cognitive disabilities. (2024)

These dates are estimates and actual completion dates may vary.

What we are doing to meet existing accessibility standards and identify and remove accessibility barriers:

Over the last few years, we have significantly invested in developing accessibility capabilities. In this plan, we build on our strengths, reflect on our progress, and respond to feedback from our customers and employees.

We believe that having a shared vision and a strategic approach to accessibility across the organization will lead to better results for our customers and our employees.

Employee Experience

We are committed to being an employer of choice by driving a proactive, sustainable culture of diversity, equity, inclusion, and belonging.

This means making sure that employees with disabilities are respected for who they are, that employees can reach their full potential, and that employees with disabilities can access our services in a manner that respects dignity and independence. We do this through strategic initiatives that look to remove barriers and increase inclusion and equitable representation of employees with disabilities at all levels and areas of the organization.

Some of our initiatives include:

• Workplace Accommodation is partnered with the Talent Acquisition team to update our recruitment protocols related to accommodations. Recruiters now follow a new workflow with accommodation reference documents. Members of the Talent Acquisition team receive quarterly training to make the candidate’s accommodation experience better.
• We launched training to help managers talk about mental health and support the mental well-being of their direct reports. By reducing the stigma around common mental health concerns like depression and anxiety, staff are given practical tools to provide the support needed to focus on employees’ well- being. The bank increased mental health benefits from $3,000 to $10,000 per person per year. This is a market-leading benefit to support the mental health of employees and their families.

Training

We aim to increase employee knowledge, skills, and understanding of accessibility through training that offers timely and continuous learning in many formats. Our approach promotes an inclusive culture and equips our employees to take accountability to make sure that their work is inclusive and accessible.

• We continue to deliver a mandatory e-learning course called Rethinking Accessibility that provides employees with a better understanding of accessibility.
• We are working to reduce the stigma around mental health concerns such depression and anxiety. Our people managers were trained to have those important mental health discussions and support the well-being of their direct reports. They have been given practical tools to accommodate mental health disabilities.

Customer Experience

Dynamic Funds is committed to providing accessible customer service to people with disabilities. This means that we will provide goods and services to people with disabilities with the same high quality and timeliness as others.

Information & Communications

At Dynamic Funds we believe that everyone should receive efficient, accessible and equal access to barrier-free information. We strive to ensure that our information and communications are accessible by all.

Accessible Websites

Dynamic Funds is dedicated to making our websites accessible for customer – regardless of ability, context or situation. We believe online banking can and should be barrier-free and that good design should reflect the diversity of the people who interact with it. Consistent with this commitment, we have taken the following steps:

• Continued conformance with the Web Content Accessibility Guidelines (WCAG) for public facing websites, applications and digital content;
• The Global Wealth Management accessibility program was established to ensure focused and customized efforts are made towards achieving digital accessibility goals across the Global Wealth Management businesses including Dynamic Funds. The program has three workstreams – one for websites, the second for web content (PDFs, media files etc.) and the third to support ongoing sustainment of accessibility in digital customer experiences.

Accessible Spaces

Dynamic Funds is committed to providing accessible spaces for people with disabilities. This is achieved by complying with applicable legislation and building codes across Canada. Not only do physical spaces help us build barrier free spaces, but they help us build spaces that are inclusive.

We also ensures it complies with applicable accessibility laws and regulations when building or making major changes to public spaces. Further in the event of a service disruption, we will notify the public of the service disruption and alternatives available.

Review Process

Over the next few years, we will continue to meet legislative and regulatory requirements, including making updates to this and other accessibility plans as necessary and submitting compliance reports to the appropriate regulators.

Feedback Process

Dynamic Funds welcomes feedback from our customers, employees, and members of the public on our Accessibility Plan, our products and services, or accessibility barriers you experience when dealing with Dynamic Funds.

Feedback can be provided by sending an email, or by calling us.
Email: service@dynamic.ca

Customer Relations Centre
Toll free: 1-800-268-8186
Tel: 514-908-3212 (English)
514-908-3217 (French)
Fax: 416-363-4179 or 1-800-361-4768

For more information:

For more information on this accessibility plan, please contact service@dynamic.ca
Accessible formats of this document will be made available upon request.