Intermediaries for Canada

We are focused on being the leading Swiss provider of compliant investment management solutions for intermediaries with Canadian clients.

Since the company’s formation, Dynamic Tree has collaborated with banks, independent asset managers, trustees, foundation councils and other intermediaries who have Canadian clients but lack the in-house expertise or licensing required to advise and manage investments for them.

If you do not have specialist knowledge or regulatory authorization to manage investments for Canadian clients, we would be happy to discuss your needs and the possibility of collaborating with you. Each situation is unique and we always adopt a flexible approach when discussing a potential business relationship.

To learn more about how we can help you, please contact us.