Dynamic Funds

Dynamic Funds

Dynamic Funds

Office address: 40 Temperance St, 16th Floor, Toronto, ON M5H 0B4
Website: https://dynamic.ca
Year established: 1957
Company type: investment management firm, asset management firm, lender
Employees: approx. 375
Expertise: finance
Parent company: Scotia Global Asset Management
CEO and key people: Mark Brisley, Managing Director and Head
Financing status: -

Dynamic Funds offers actively managed investment solutions to help investors build more robust portfolios. It’s a brand under Scotia Global Asset Management and is available only in Canada.

History of Dynamic Funds

Dynamic Funds started out as an investment club in Montreal in 1957. It has now grown into an asset management firm with a wide range of wealth solutions like mutual funds, ETFs, hedge funds, alternative strategies, and managed asset programs.

In 2011, Scotiabank acquired Dynamic Funds.

Products and Services of Dynamic Funds

Dynamic Funds offers a wide range of products and services, including:

  • mutual funds
  • ETFs
  • hedge funds
  • alternative strategies
  • managed asset programs

The company's products are designed to meet the needs of a wide range of investors, from those who are just starting out to those who are more experienced. Dynamic Funds also offers a variety of investment styles, so investors can choose the approach that is right for them.

Culture at Dynamic Funds

Dynamic Funds is a company that is committed to providing its clients with the best possible service. The company's culture is one of collaboration and teamwork, and its employees are dedicated to helping clients achieve their financial goals.

About Dynamic Funds Managing Director Mark Brisley

Mark Brisley has been with Dynamic Funds since 2007, assuming the role of Managing Director and Head in 2011. Before that, he led the investment and insurance team at Standard Life as Vice President from 2001-2007.

Brisley has 30 years’ experience in wealth management and financial services. He is passionate about helping investors achieve their financial goals and he is committed to providing them with the best possible investment advice.

Mark Brisley is part of Wealth Professional’s Hot List 2021.

Future at Dynamic Funds

Dynamic Funds is a company that is constantly innovating. The company is always looking for new ways to help investors achieve their financial goals, and it is committed to providing them with the best possible investment solutions.

Moving beyond a "magic number" approach to retirement

How Dynamic Funds' Paycheque Portfolio™ approach shifts the focus from portfolio account values to generating sustainable income

A Paycheque Portfolio™ approach is changing the retirement conversation

Dynamic Funds Chief Retirement Income Strategist Daryl Diamond explains how a Paycheque Portfolio™ approach can deliver steady income and peace of mind for retirees

Former Wellington-Altus leader joins Manulife to lead retail intermediary team

Jordy Chilcott stepped down from Wellington-Altus last months after 2 years with the firm

What's changed in the retirement income planning space?

Retirement income strategist unpacks evolution of financial solutions and the expanding role of advisors in clients' lives

'Every retirement situation is unique … it's a full-contact sport with clients'

Dynamic Funds' chief retirement income strategist challenges industry to bridge Canadian retirees' cash flow planning gap

Why focus on portfolio construction drives Retirement Income Centre

Demographic and economic factors mean income strategy 'more important than ever'

How firm is helping Canadians plan retirement income

Industry veteran appointed as specialist in the space

'I've found the best ideas come from advisors'

iA Private Wealth's new president talks to WP about his leadership goals

iA Private Wealth welcomes new president

Dynamic Funds veteran takes executive role

Recognizing Canada’s best wealth management wholesalers

Wealth Professional showcases 50 of the country's most dedicated and accomplished wholesalers