Wealth Professional Canada 9.07

Page 71


DYNAMIC FUNDS Phone: 800-268-8186 Email: invest@dynamic.ca Website: dynamic.ca

ynamic Funds’ core values – and the key drivers of its success – are grounded in active management and advice. “We firmly believe that legitimately active management matters,” the company says. “We consider it to be the cornerstone of exceptional portfolio construction where it can add significant value to any investment portfolio.” Dynamic’s commitment to fostering partnerships between investors and financial advisors has been unwavering. With roots starting in Montreal in 1957, Dynamic Funds has become one of Canada’s most recognized asset management firms, offering a comprehensive range of products and services spanning every major sector, geographic region, and investment discipline. Dynamic has $65.1 billion in assets under management and has earned 52 industry awards – and counting – for its expertise. “While we don’t know the direction markets will take, what we do know is that financial markets will remain complex, and the value of active management will persist,” the company says. “Our name today is more appropriate than ever, and we expect it to continue to be in the future.”


Catherine Milum, Head of Wealth Sales, Canada


Website: manulifeim.ca

ur approach to attain success is simple – it’s about making our customers’ decisions easier and lives better,” says Catherine Milum, Head of Wealth Sales for Canada at Manulife Investment Management. “We strive to provide more than just investment results for clients. We believe in providing advisors unparalleled access to our experts and thought leaders so that they can, in turn, deliver value for their clients. We bring this hands-on support to our partnership with advisors every step of the way.” To help create positive financial outcomes, Manulife takes a specialist approach to asset management, offering highly differentiated strategies across its areas of expertise – fixed-income, equity, balanced and multi-asset solutions. The firm offers award-winning products with on-the-ground access to portfolio managers, tax and estate planning experts, capital markets strategists, macroeconomists and support with behavioural economics. Being deeply rooted in Canadian heritage since 1887, what sets Manulife apart is the strength of its brand. Manulife Investment Management is also a one-stop shop for investment solutions with a track record of strong performance for Canadian investors. “In addition to being a leading global asset and wealth manager and a leading retail investment provider in Canada, we’re part of a diversified global financial services organization,” Milum says. “So when advisors are looking for solutions beyond investments, such as insurance, banking or group benefits and retirement, we can support those needs.”


65-69_5 Star Asset Managers-SUBBED.indd 69


14/10/2021 5:54:34 PM