Viscount and Marquis have become a unified, enhanced program

Effective Nov. 27, Viscount Wealth Management became part of the Marquis Investment program.

The Viscount Pools have been renamed as Marquis Pools and the Viscount Diversified Portfolios have been reclassified as Marquis Diversified Portfolios. The new names below apply starting Nov. 27.



Current Names Continuing Names
Viscount Canadian Bond Pool Marquis Canadian Bond Pool
Viscount Canadian Equity Pool Marquis Canadian Equity Pool
Viscount US Equity Pool Marquis US Equity Pool
Viscount International Equity Pool Marquis International Equity Pool
Viscount High Yield US Bond Pool Marquis High Yield US Bond Pool
Diversified Defensive Portfolio – Viscount Series Marquis Diversified Defensive Portfolio, Series A
Diversified Conservative Portfolio – Viscount Series Marquis Diversified Conservative Portfolio, Series A
Diversified Balanced Portfolio – Viscount Series Marquis Diversified Balanced Portfolio, Series A
Diversified Growth Portfolio – Viscount Series Marquis Diversified Growth Portfolio, Series A
Diversified High Growth Portfolio – Viscount Series Marquis Diversified High Growth Portfolio, Series A
Diversified All Equity Portfolio – Viscount Serie Marquis Diversified All Equity Portfolio, Series A
Diversified All Income Portfolio – Viscount Series Marquis Diversified All Income Portfolio, Series A

Advisors - New Website
The new advisor website for Marquis and other Dynamic Funds can be found at advisor.dynamic.ca. We have set up a special webpage that explains the transition in more detail, which includes the following documents:

In addition, advisors can get comprehensive access to on-line information on Viscount client accounts (to be called Marquis) via the advisor.dynamic.ca website. We have focused our resources on building this advanced advisor website for all Dynamic and Marquis products. The advisor.dynamic.ca website includes tools such as an advanced on-line investment policy statement (IPS), and an easy-to-use investor profiling questionnaire.


Investors - Visit dynamic.ca
Information on the Marquis products (formerly Viscount) has been updated and moved to the dynamic.ca website, where there is a section for the Marquis Investment Program.