The Paycheque Portfolio™ Toolbox

Retirement income planning just got easier with Dynamic’s Paycheque Portfolio Toolbox. Advisors now have access to our newly enhanced Proposal Builder - now with cash-flow functionality – along with in-depth case studies and new CE courses on retirement income planning.

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The Retirement Income Report

Focused on key retirement income trends in Canada, the Dynamic Retirement Income Report reveals a growing concern among Canadians about their ability to adequately fund their retirement.
Discover the latest retirement trends and get the tools and guidance you need to help generate reliable income for the long term.

Read our report

The Playbook for Generating Sustainable Yield

Chief Retirement Income Strategist Daryl Diamond is joined by Oscar Belaiche, Senior Vice President & Portfolio Manager, for an in-depth conversation offering invaluable strategies for constructing portfolios that generate sustainable yield. Oscar shares his approach to selecting quality investments with consistent dividends, beyond traditional equities, while Daryl emphasizes critical tax-efficient income strategies and key criteria for selecting fund managers.

April 22

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Inflation. Market volatility. Longevity risk.

In today’s economic environment, retirees will have to adjust their retirement planning to meet a number of evolving challenges.

But how do you build a viable retirement plan when so many variables, like quality of health and life span, are unknown? What if there isn’t a magic number for retirement?

At Dynamic Funds, we’re changing the retirement conversation. Instead of fixating on that elusive “magic number,” Dynamic’s Paycheque Portfolio™ approach focuses on delivering sustainable retirement income without having to sell any assets – even in market downturns.

With a Paycheque Portfolio™ approach, retirees spend income not capital.

Because retirement income should last a lifetime.

Learn more about our Paycheque Portfolio™ approach

Daryl Diamond

B Ed, CFP, CLU, Ch.F.C. Chief Retirement Income Strategist

Learn more about Daryl

Introduction to Retirement Income Solutions

Dynamic's Retirement Income Centre is designed to provide a road map to retirement insights, investing strategies and new perspectives on helping retirees (and those on the cusp) create sustainable cash flow to meet today's retirement realities head on.