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Dynamic Funds - Company Profile   (About Company Profile Pages)

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Overview

Company overview


Dynamic Funds was established as a small investment club in Montreal in 1957. Since then, we have evolved to become one of Canada's most recognized asset management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs.



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.


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Company Members

Manon Tremblay Dynamic Funds(Verified Admin)
Monique Morin Dynamic Funds
Mohammed Khan Dynamic Funds
Robert Najorra dynamic funds
About this Award program

Industry Champion

I believe our call centre is very strong in its competencies.
May 31, 2017 7:53 PM
the reason why I am voting for this nominee is because they have help and shape young professionals, like myself in being more knowledgeable in the mutual funds industry and finance
May 25, 2017 10:13 PM
I have worked for Dynamic Funds for over 3 years as a Specialist and acting manager. The motto for answering calls made to Dynamic Funds is quality, not quantity. Every call is a new one and make sure that the questions are answered before we hang up...
May 12, 2017 1:11 PM

Industry Champion Comments

Latest Voter Comments - why they want this company to win!
I believe our call centre is very strong in its competencies.
May 31, 2017 7:53 PM
the reason why I am voting for this nominee is because they have help and shape young professionals,...
May 25, 2017 10:13 PM
I have worked for Dynamic Funds for over 3 years as a Specialist and acting manager. The motto for a...
May 12, 2017 1:11 PM
Great company
May 12, 2017 1:03 PM
Dynamic Funds call center has been ranked 1st place in Environics (Environics Research Group) call e...
May 12, 2017 12:54 PM
This group of people that I work with (TheTeam) are the hardest working people and we all help each ...
May 12, 2017 12:22 PM
we were are the number one ranked mutual fund CRC for 7 straight phases
May 11, 2017 10:42 PM
Since working with Dynamic Funds, we have been in the top quartile of the Environics Research Group ...
February 1, 2017 5:22 PM
Dynamic Funds is the leader in its field and is constantly in the top 3 in providing top notch custo...
February 1, 2017 4:46 PM
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