Canadian Clients

We are specialised in investment management services for Canadian clients to help them easily diversify their assets internationally and reduce concentration risks in their investment portfolios.

The investment offering Canadians often receive lacks diversification due to the local investment universe being heavily skewed towards commodities and the financial sector. While the benefits of a diversified investment portfolio are significant, managing assets across jurisdictions can be complex. Dynamic Tree can simplify this process for you with individually tailored solutions and with custody of your assets in Switzerland and/or Canada.

Licensed in Canada as a Portfolio Manager

We are one of only a few firms in Switzerland licensed in Canada as ‘Portfolio Manager’. Focused on advising Canadian clients, we continuously develop our specialist knowledge in order to better understand your needs. Our registration with the provincial securities regulators of Ontario, Québec, Alberta and British Columbia as a ‘Portfolio Manager’ allows you to benefit from the expertise of an international firm in combination with the peace of mind offered by the fact that the firm is subject to Canadian securities legislation and overseen by Canadian securities regulators.

Why Invest Abroad?

As a Canadian investor, there are many compelling reasons to diversify your wealth internationally. An international portfolio provides for interesting investment opportunities, many of which may not be readily available in Canada. Also, investing internationally can help safeguard against the risk of unforeseen developments that could negatively affect the Canadian dollar or the Canadian economy as a whole.

Our Offering

We provide both discretionary and advisory investment management services based on your desired level of involvement in the day-to-day decisions affecting your portfolio. Our portfolios are designed to offer you diversified exposure to global financial markets in accordance with your individual risk profile.

Discretionary Mandate: With a discretionary mandate, you delegate responsibility for the management of your portfolio to a team of dedicated experts without the worry and workload of investment decision-making and administration. You work with your personal advisor to develop a customized investment strategy, and we keep you well informed about the status of your portfolio. We strive to build portfolios that provide long-term, above-average performance while at the same time keeping risk under control.

Advisory Mandate: By choosing our advisory mandate, you become part of our investment management team. You have the final say in all decisions relating to your investments, and we work closely with you to tailor the selected strategy to your goals and needs. We carry out no transactions in your portfolio without your prior approval.

Consolidated Reporting: As an additional service, we offer consolidated reporting – an invaluable service if your assets are spread among multiple banks or jurisdictions. Consolidation provides you with a bird’s eye view of your assets, facilitating investment decisions and risk management.

Tax Reporting Made Easy

We view tax compliance as an essential part of wealth protection. To simplify the process of filing your taxes in Canada, we provide all the information you need, such as a capital gains/losses statement, a statement of income earned, etc. In addition, we provide you with the necessary data to complete form T1135 (Foreign Income Verification Statement). Form T1135 needs to be completed and filed with the CRA annually if the total value of all foreign property held at any time during the year exceeds C$ 100,000. If you wish, we can liaise directly with your accountant to answer all of the questions he or she may have regarding your account with us.

Our team is here to answer your questions and to help you explore the best solutions available to you. We look forward to hearing from you!

Dynamic Tree Brochure