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Tax-Savvy Investing in Fixed Income

Tax-Savvy Investing in Fixed Income



Head of National Accounts, Lloyd Perruzza is joined by Roger Rouleau, Vice President and Portfolio Manager to explore the benefits of discounted bonds. This episode is designed to help fixed-income i…


Published on 1 year ago

Central Bank Rate Cuts and Implications for Investors

Central Bank Rate Cuts and Implications for Investors


Season 5 Episode 27


Vice President & Senior Portfolio Manager Romas Budd sits down with Vice President & Senior Portfolio Manager Derek Amery to discuss the recent move by the US Federal Reserve to cut interest rates by…


Published on 1 year, 1 month ago

Passive Bond Funds are Oxymorons

Passive Bond Funds are Oxymorons


Season 5 Episode 26


Dynamic’s Head of National Accounts, Lloyd Perruzza sits down with Professor Martijn Cremers, Dean of Notre Dame’s Mendoza College of Business, and acclaimed researcher in the field of money manageme…


Published on 1 year, 1 month ago

ETF Market Update: Record Flows and Latest Innovations

ETF Market Update: Record Flows and Latest Innovations


Season 5 Episode 26


Vice President and Head of ETFs, Alan Green, is once again joined by Vice President of ETF Distribution, Peter Tomiuk, to discuss what has happened in the world of ETFs – from flows, the outlook, upc…


Published on 1 year, 2 months ago

Cybersecurity Essentials for Small Business

Cybersecurity Essentials for Small Business


Season 5 Episode 25


David Portal, Vice President, Systemized Solutions, is joined by Devin Kropp, Editor at Horsesmouth, Co-creator of the Savvy Cybersecurity Training Program, and Co-author of Hack-Proof Your Life Now!…


Published on 1 year, 2 months ago

A Reliable Paycheque Amidst Falling Rates

A Reliable Paycheque Amidst Falling Rates



Chief Retirement Income Strategist Daryl Diamond and Vice President, Portfolio Solutions David De Pastena are joined by Marc-André Gaudreau, Head of the Specialized Credit team to explores critical c…


Published on 1 year, 2 months ago

REITs: "Time to Start Planting Seeds"

REITs: "Time to Start Planting Seeds"


Season 5 Episode 23


Vice-President & Portfolio Manager Tom Dicker sits down with Vice President & Portfolio Manager, Maria Benavente to discuss how investors have been cautious about investing in real estate in recent y…


Published on 1 year, 3 months ago

Do you have a Trusted Contact Person?

Do you have a Trusted Contact Person?


Season 5 Episode 22


Ellen Bessner, Ellen Bessner, Financial Industry Litigator and author, explains why investors should understand the importance of appointing a Trusted Contact Person (TCP). She provides practical gui…


Published on 1 year, 3 months ago

Mining Rocks!

Mining Rocks!


Season 5 Episode 21


Vice President of ETF Distribution, Peter Tomiuk is joined by portfolio managers Robert Cohen and Nawojka Wachowiak to talk about the unique area of financial markets – mining. With growing headlines…


Published on 1 year, 4 months ago

The Investor’s Guide to Global Currencies

The Investor’s Guide to Global Currencies


Season 5 Episode 20


Eric Souders, Portfolio Manager and Director at Payden & Rygel Investment Management, joins Dynamic’s Head of National Accounts, Lloyd Perruzza, to discuss the seismic shifts that are occurring in th…


Published on 1 year, 5 months ago





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