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Caring For Elders - Important Topic We Often Don't Address But Can Have a Huge Effect on Your Financial Plan.

 

 

About Melissa:

Melissa Modenesi joined Dynamic Funds in 2002 and is VP, Senior Executive, Business Development with responsibility for the Vancouver and Northern BC region.Prior to joining Dynamic Funds, Melissa worked for a major Canadian recruitment firm specializing in the finance sector. With over 15 years of experience in the financial services industry, Melissa Modenesi has proven her expertise in working with her clients to help them build their businesses. She possesses a strong sales and marketing acumen, and works with Advisors to develop communications and business solutions to help them streamline their practices.Melissa is a native of Vancouver where she received her Degree in Marketing from the British Columbia Institute of Technology.

Behavioral Investing - Get The Most Out of Your Returns!

About David:

David Portal, CFP, FMA, CEA, FCSI, is Vice-President, Systemized Solutions with Dynamic Funds, working in partnership with advisors to streamline and refine the investment management component of their practice.

He has worked in the financial service industry for 20 years, previously as a Discretionary Portfolio Manager and Investment Advisor with CIBC Wood Gundy, a Financial Advisor with Merrill Lynch Canada and with Morgan Stanley in California.

David has a passion for building investment portfolios and implementing operational efficiencies.

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