Dynamic Funds

Dynamic Funds
DundeeWealth Inc.

DundeeWealth Inc.
Goodman & Company, Investment Counsel Ltd.

Goodman & Company, Investment Counsel Ltd.

December 04, 2006 16:02 ET

Dundee Wealth Recognized for Investment Industry Excellence by Independent Analysts

TORONTO, ONTARIO--(CCNMatthews - Dec. 4, 2006) - Dundee Wealth Management Inc. ("Dundee Wealth") (TSX:DW) is proud to announce that it has been recognized for excellence in the investment industry at the 2006 Canadian Investment Awards ("C.I.A.").

The financial industry's premier awards program recognized Dundee Wealth and Dynamic Funds as the winner of the 2006 Imagine Corporate Citizenship Award. This award recognizes contribution to the community through partnership with community organizations to address social challenges, and the active engagement of leadership in the promotion of a culture of giving and volunteerism among employees.

"To be honoured and recognized for our excellence, influence and performance is good, but to be honoured for our culture and integrity is even more rewarding. We are privileged to work in an endeavor that not only allows us to build and protect the wealth of Canadians but gives us pleasure in making Canada a better place to live for all people" said Ned Goodman, President and Chief Executive Officer of Dundee Wealth.

In addition our partner, Kym Anthony, was honored as Person of Influence for 2006. Since joining Dundee Wealth one year ago, Kym Anthony as President and CEO of Dundee Financial Group, has taken on the job of substantially building out those activities of Dundee Wealth not directly associated with Dynamic or Goodman & Company. This includes the recent launch of Dundee Bank of Canada, which in a few short months has amassed approximately $700 million in client deposits with a unique positioning as the bank that works for financial advisors. In addition Dundee Financial Group has in the last twelve months launched a family of structured finance products, which to date have amassed more that $2 billion in assets under management.

The various awards granted to Dundee Wealth by the C.I.A. mark a continuation of the overall success of Dundee Wealth which just last year celebrated Dynamic Funds being named "Fund Company of the Year". Dynamic continued to be recognized for excellence in long term investment performance at the current year's awards event.

Three of the company's mutual funds were awarded "Fund of the Year", naming David Taylor, Oscar Belaiche and Ned Goodman in their positions as portfolio managers of Dynamic Canadian Value Class, Dynamic Focus+ Small Business Fund, and Dynamic Focus+ Resource Fund.

Dundee Wealth is a Canadian owned, TSX-listed, innovative wealth management company. Through its various subsidiaries, including Dundee Bank of Canada, a Schedule 1 chartered bank, Dundee Wealth creates and provides investment solutions as well as capital markets and advisory services for financial advisors, institutions, corporations and foundations. Dundee Wealth oversees $55.9 billion in assets under management and administration through independent financial advisors across Canada.

Contact Information

  • Dundee Wealth Management Inc.
    Ned Goodman
    Chief Executive Officer
    (416) 365-5665