GLOBAL INVESTING Name Title Company DATE IS IT TIME TO RELOCATE SOME OF YOUR PORTFOLIO?

AGENDA HAVING A GLOBAL PERSPECTIVE THE BACKYARD BIAS GLOBAL GROWTH OPPORTUNITIES

THE BACKYARD BIAS

CANADIANS HAVE A BACKYARD BIAS CANADIANS HAVE THE MAJORITY OF THEIR ASSETS INVESTED IN CANADA Source: IFIC mutual fund assets, as of June 30, Includes Equity, Balanced and Fixed Income Mutual Fund Assets. Outside Canada 38% Canada 62%

YOU CAN’T BLAME THEM World Canada CANADA HAS OUTPERFORMED THE WORLD MARKET OVER THE PAST 10 YEARS Source: Morningstar, Canada as represented by the c, World as represented by MSCI World Index in Canadian Dollars. January 1st, 2002 to December The chart above is for illustrative purposes only.

CANADA’S STRONG PERFORMANCE CONCENTRATION IN 3 SECTORS HAS HELPED PERFORMANCE OVER THE PAST 10 YEARS 3 SECTORS: 76% of Canadian market Source: Morningstar, as of December 31 st, 2012.

Source: Yahoo Finance. Bank of Canada December 31, 2002 to February 27, 2013 Canadian Dollar S&P/TSX CANADA’S STRONG PERFORMANCE RISE IN DOLLAR HAS MIRRORED RISE IN MARKET

PEFORMANCE FACTORS CHANGE Source: Morningstar, as of December 31 st, 2012 CANADIAN CONCENTRATION IN 3 SECTORS HAS HURT PERFORMANCE. 4 SECTORS: 9% of Canadian market 43% of U.S. market Positive performance YTD 2012 Return: 4.16% 2012 Return: 13.4% 3 SECTORS: 76% of Canadian market Negative performance YTD Sector Weight Sector Performance

PEFORMANCE FACTORS CHANGE Source: Bank of Canada as of January 4th, 2010 to March 1 st, CANADIAN DOLLAR HAS STABILIZED

LONG TERM TREND CANADA OUTPERFORMS WORLD OUTPERFORMS HISTORICALLY CANADIAN OUTPEFORMANCE LED TO LONGER LARGER GLOBAL OUTPERFORMANCE Difference between S&P/TSX Total Return Index and MSCI World Index ($Cdn) rolling 5 year periods, as of November 30, 2011 Source: Morningstar, S&P/TSX Total Return Index and MSCI World Index ($Cdn). The S&P / TSX Total Return Index and MSCI World Index is unmanaged and unavailable for direct investment. Assumes reinvestment of capital gains and dividends and no taxes. Index past performance is not indicative of future results. For illustrative purposes only.

HAVING A GLOBAL PERSPECTIVE

TALE OF TWO WORLDS WORLD BASED ON GEOGRAPHIC SIZE WORLD BASED ON ECONOMIC SIZE Source: As of 2008, CIA Factbook for GDP data. Economic size based on GDP Growth Rate. Natural Earth website for shapefiles of the world.

CANADA’S SMALL GLOBAL FOOTPRINT CANADA 2% CANADA 2% SMALL PERCENTAGE OF THE WORLDS LARGEST AND MOST RECOGNIZABLE COMPANIES BASED ON THE FORTUNE GLOBAL 500 LIST ARE IN CANADA Source: Fortune Global 500, REST OF THE WORLD

6 LARGEST COMPANIES IN THE WORLD ARE LARGER THAN THE ENTIRE CANADIAN MARKET SMALL GLOBAL FOOTPRINT MARKET CAPITALIZATION IN 000’S Source: Moringstar, Financial Times Global 500 Canadian Market Cap as of December 31 st, 2012, Company’s market cap as of December 31 st, $0 $300,000 $600,000 $900,000 $1,200,000 $1,500,000 $1,800,000 $2,100,000 $2,400,000 6 Largest CompaniesCanada $2,700,000

GLOBAL GROWTH OPPORTUNITIES

DIVERSIFY BY GEOGRAPHY THE BEST PERFORMING COUNTRIES CHANGE FROM YEAR TO YEAR 2012 Source: Paltrack, Dynamic Funds. All Indices are represented in Canadian dollars Mexico – BMV IPC. U.S. – S&P 500 Total Return. England – FTSE 100 Total Return. Canada – S&P/TSX Total Return. Germany – FSE DAX Total Return. Brazil – BOVESPA. France - Euronext Paris CAC 40 PR. Japan – Nikkei 225 Average PR. Hong Kong – Hang Seng Hong Kong Composite c 2011 c 2002

CPP HAS GONE GLOBAL CANADIAN PENSION PLAN INVESTS THE MAJORITY OF THEIR EQUITY PORTFOLIO OUTSIDE OF CANADA Source: Canadian Pension Plan Annual Report, as of March 31, Emerging Markets Foreign Developed Markets Canadian Equities

U.S. CORPORATE REVENUE IS DIVERSIFIED U.S. COMPANIES EARN A SIGNIFICANT AMOUNT OF REVENUE OUTSIDE THE U.S. Outside U.S. In the U.S. Source: RBC Economics, % of revenue of S&P 500 Companies.

AND CORPORATE PROFITS ARE GROWING Source: U.S. Department of Commerce, Bureau of Economic Analysis. U.S. CORPORATE PROFITS

HOWEVER U.S. STOCKS REMAIN CHEAP PRICE TO EARNINGS LEVELS OF THE S&P 500 Source: Morningstar, November 30 th 1999 to December 31 st,2012.

Source: Euromonitor International “Top 10 largest economies in 2020” July 7, 2010 OPPORTUNITY IN EMERGING MARKETS MILLIONS NUMBER OF HOUSEHOLDS IN CHINA WITH DISPOSABLE INCOME ABOVE $10,000 U.S. THE RISE OF THE DOMESTIC CONSUMER

Source: US Bureau of Economic Analyses, China Auto Review, Society of Indian Automobile Manufacturers MILLIONS INDIA AND CHINA PURCHASED 2.35x MORE PASSENGER VEHICLES THAN THE U.S. IN 2012 OPPORTUNITY IN EMERGING MARKETS

Sources: McKinsey & Co. report "Preparing for China's urban billion" March 2009 OPPORTUNITY IN EMERGING MARKETS CHINA WILL BUILD ENOUGH SKYSCRAPERS TO FILL 10 NEW YORK-SIZED CITIES BY 2025

Source: The Conference Board Global Economic Outlook 2013, January 2013 update EMERGING MARKETS SET TO DRIVE ECONOMIC GROWTH FORECASTED GDP GROWTH

YOU’RE ALREADY A GLOBAL INVESTOR Volvo Automobile Fiat Mitsubishi Volkswagen Hyundai/Kia Mazda Honda Toyota Nissan Mercedes BMW Ford Chrysler GM Kitchen Miele Siemens Bosch Jenn-Air Kitchenaid Maytag Whirlpool Frigidaire Electrolux Computers eMachines Gateway Acer Dell Apple HP Lenovo Wireless Phone Motorola HTC Nokia Samsung Blackberry Iphone Entertainment Toshiba Yamaha Bose Sharp Sony LG Panasonic Samsung

IMPORTANT INFORMATION Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in units value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated Views expressed regarding a particular company, security, industry or market sector should not be considered an indication of trading intent of any funds managed by Goodman & Company, Investment Counsel Ltd. These views are not to be considered as investment advice nor should they be considered a recommendation to buy or sell. This document is not to be distributed or reproduced without the consent of Goodman & Company, Investment Counsel. Dynamic Funds is a division of Goodman & Company, Investment Counsel Ltd.