1 DynamicEdge Portfolios The Complete Managed Solution From Dynamic Funds

2 What do you need in an investment? Invest with a wealth management firm you can trust Choose the right investment to meet your goals Quick, easy to understand process to help you stay on track

3 Highly experienced and successful fund managers Base for growing and managing your wealth over long term Why Dynamic Funds?

4 Core diversification Funds selected to offer broad diversification Designed to reduce risk and maximize returns\ Broad diversification

5 Choose the right investment to meet your goals VOLATILITY RETURN

6 DynamicEdge Balanced Portfolio 50% Fixed Income / 50% Equities The most conservative of our four portfolio Designed to cushion downside volatility Ideal if you have a substantial portfolio and want to limit risk 7.5% 5% 2.5% 7.5% 5% 2.5% 7.5% 35% 15%

7 DynamicEdge Balanced Growth Portfolio 35% Fixed Income / 65% Equities The best portfolio if you are looking for long-term capital growth You are willing to accept some downside volatility 10% 6% 6.5% 3% 10% 6.5% 3% 10% 25% 10%

8 DynamicEdge Growth Portfolio 20% Fixed Income / 80% Equities The portfolio is for you if you want high long-term growth potential You still want to hold on to some bonds to reduce volatility 12% 8% 4% 12% 8% 4% 12% 15% 5%

9 DynamicEdge Equity Portfolio 100% Equities The aggressive growth portfolio Only if you are willing to accept the short-term volatility of investing exclusively in equities Will maximize your long-term capital growth potential 15% 10% 5% 15% 10% 5% 15%

10 Options to reduce your tax burden Corporate class portfolios Ideal for non-registered accounts Clients who already maximized contributions to their RRSPs Small business owners Switch between portfolios without paying tax Important as clients’ profiles evolve and investments mature Portfolio rebalancing Defer/convert interest income to tax-efficient capital gains Align capital gains and losses to minimize taxes

11 Options to reduce your tax burden 25-year investment held outside your RRSP Assumptions: Portfolio modified every five years Slowly moving to more conservative blend 8% return on both portfolios 23.5% capital gains rate No rebalancing or distributions TaxableTax deferred (Corporate class)

12 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 Payout ranges …and receive tax-efficient cash flows with Series T

13 A simple process Risk tolerance questionnaire Helps you understand your financial goals and time horizon Feel comfortable with the risks that you are taking with your investments Select the right portfolio for you Investment Policy Statement (IPS) Know what to expect A summary of the portfolio you have invested in Helps you remain focused on your investment goals

14 A simple process Rebalancing keeps you on track Your portfolio will be automatically rebalanced back to target if any of the underlying funds deviates by ±5% from its respective target weightings Stringent oversight process Commitment to top quality fiduciary duty - what you would expect from one of Canada’s most respected financial institutions Portfolios are thoroughly reviewed by Dynamic’s Portfolio Solutions Oversight Committee to ensure they remain appropriately diversified and adhere to their investment mandates (quarterly and annually)

15 Remain invested Simplicity of DynamicEdge Portfolios helps make it easy to understand your investments Helps you stay focused on your investment plan so you meet your investment goals

16 What do you need in an investment? Start with a top tier investment management firm Dynamic Funds has a proud history of helping investors build wealth Choose the right investment to meet your goals DynamicEdge Portfolios have everything you need – all in one investment Benefit from a quick, easy to understand process that helps you stay on track to meet your goals

17 Canada’s top portfolio managers Core diversification for protection Flexible options to meet your changing needs Quick, easy-to-understand process The right solution for you

18 Questions?

19 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.  Morningstar Research Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Dynamic Funds TM is a division of Goodman & Company, Investment Counsel Ltd. Important information