Introducing the new Marquis

1 What do you need in an investment? A wealth management firm you can trust The right investment to meet your goals Simple, easy to understand process to help you stay on track

2 Marquis has a solution that’s right for you Marquis Portfolio Solutions are convenient all-in-one portfolios with a range of risk profiles, made up of proven funds from respected Canadian companies. Marquis Institutional Solutions give you the flexibility to choose all-in-one or customized portfolios, managed by firms that serve large pension funds and wealthy individuals

3 Marquis Portfolio Solutions: Convenient packages of proven funds Multi-layered diversification balances opportunity and risk Systematic fund research and selection for quality control Portfolios fit a range of risk profiles, targeting specific needs Ongoing rebalancing and monitoring for a consistent strategy Comprehensive reporting keeps you informed

4 Built with proven funds from known brands

5 Disciplined, multi-layered diversification Disciplined portfolio construction process balances opportunity and risk Helps to control swings in emotion during both bull and bear markets

6 Systematic fund research and selection Research by internal team of analysts at Dynamic Funds Selection by oversight committee chaired by Marc St-Pierre, CFA, Senior Vice President, Managed Solutions, with 35 years experience as a pension fund manager, portfolio strategist and economist

7 Choose the right investment to meet your goals

8 Consistency across our four core portfolios Same fund mix Even style mix

9 Marquis Balanced Income Portfolio holds income-generating asset classes Trusts / Dynamic Focus+ Diversified Income Fund Common equity / Dynamic Canadian Dividend Fund Exposure to an emerging asset class that generates stable monthly cash flows Canadian income equityNew asset class Offsetting approaches to bonds

10 Options to reduce your tax burden Turn equity returns into tax- efficient distributions Predictable monthly cash flows Payout rate in line with equity exposure of each portfolio

11 Marquis Institutional Solutions: Flexibility & prominent managers worldwide Multi-layered diversification balances opportunity and risk Systematic manager research and selection for quality control Portfolios to fit any risk profile, and meet very specific needs Ongoing rebalancing and monitoring for a consistent strategy Comprehensive reporting keeps you informed

12 Prominent managers which generally serve large pension funds and wealthy individuals

13 Disciplined, multi-layered diversification Disciplined portfolio construction process balances opportunity and risk Helps to control swings in emotion during both bull and bear markets

14 Systematic manager research and selection Research by internal team of analysts at Dynamic Funds Selection by oversight committee chaired by Marc St-Pierre, CFA, Senior Vice President, Managed Solutions, with 35 years experience as a pension fund manager, portfolio strategist and economist

15 Four core portfolios fit the main risk profiles

16 Consistency across our four core portfolios Same manager mix Even style mix

17 Turn equity returns into tax-efficient distributions Predictable monthly cash flows Payout rate in line with equity exposure of each portfolio Options to reduce your tax burden

18 Marquis has a solution that’s right for you Marquis Portfolio Solutions for all-in-one packages of proven funds from six companies Marquis Institutional Solutions for all-in-one packages or personalized portfolios, managed by institutional firms worldwide Series T option for flexibility with income distributions We look after total portfolio construction: asset allocation, style diversification, rebalancing and manager selection Due diligence: We do not hesitate to change managers, evidenced by complete overhaul of the program in 2008

19 Important information Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Dynamic Funds TM is a division of Goodman & Company, Investment Counsel Ltd.