On the Money with Dynamic
Episode description
Estate planning is about building a plan that survives real life: family dynamics, tax consequences, incapacity, business succession, and the assumptions people make without knowing. Alyssa Mitha joins the podcast to discuss why you can’t rely on A.I. for estate matters and why estate planning needs to be tailored and more specialized than most realize.Hosts and guests
Also available as an audio podcast on
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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.
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Canadian Securities Administrators
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Canadian Investment Regulatory Organization
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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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