Dynamic recognized for value added programming and client service
"Last year was difficult for everyone - for management teams, money managers and especially the financial advisors who carry the enormous responsibility of managing the wealth of individuals," said
Dynamic received the top honour following a closed survey of Canadian advisors, who voted for their favourite fund company based on criteria that includes quality and range of products, performance, service and education.
"Snapshots" is a web-based tool that allows advisors to deliver customized, specialized and value-added service to clients around different life events such as Parenthood, Divorce, Retirement, Death of a Spouse and Ailing Parent. The program has been praised by advisors for its ability to deepen relationships, facilitate dialogue and build trust and confidence with their clients.
Three Dynamic funds were also recognized as the best in their respective categories:
- Canadian Equity - Dynamic Value Fund of Canada managed by David Taylor - Canadian Small/Mid Cap Equity - Dynamic Focus+ Small Business Fund managed by Oscar Belaiche and Jason Gibbs - Asian Equity - Dynamic Far East Value Fund managed by Chuk Wong
About Dynamic Funds
Dynamic Funds is a division of Goodman & Company, Investment Counsel Ltd., a wholly owned subsidiary of DundeeWealth Inc. (TSX:DW). Goodman & Company offers a wide range of wealth management solutions through financial advisors. These include the mutual funds, hedge funds and closed-end investment trusts of Dynamic Funds, the portfolio solutions of the Marquis Investment Program, the flow-through limited partnerships of CMP(TM) and
For further information: Customer Relations Centre, Goodman & Company, Investment Counsel Ltd., 1-800-268-8186 or www.dynamic.ca; Myra Reisler, Media Relations, (416) 365-5370
Share this article