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EdgePoint Wealth Management has received regulatory approval by Quebec’s Autorité des marchés financier to begin offering its portfolios to clients in la belle province.

“We look forward to partnering with investors and their financial advisors in the province of Quebec,” said Patrick Farmer, CEO of EdgePoint. “We are now in a position to expand our business while still maintaining our high standards of service.”

EdgePoint offers four investment portfolios, including the EdgePoint Canadian Portfolio, Global Portfolio, Canadian Growth & Income Portfolio and Global Growth & Income Portfolio.

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Dynamic renames four funds

Dynamic Funds has renamed four of its funds, effective today, saying the names more clearly reflect the mandate under which each of the funds operate.

Under the new naming convention, Dynamic Focus+ Diversified Income Fund is now Dynamic Equity Income Fund.

Dynamic Focus+ Energy Income Trust Fund has been renamed Dynamic Energy Income Fund, while Dynamic Focus+ Small Business Fund is now Dynamic Small Business Fund.

Dynamic Focus+ Real Estate Fund will henceforth be known as Dynamic Global Real Estate Fund.

The mandates of each of Dynamic Equity Income Fund, Dynamic Energy Income Fund and Dynamic Small Business Fund permit the Manager to invest in a range of income-generating securities that pay a dividend or a distribution. Dynamic Global Real Estate Fund has been renamed to better reflect its global mandate.

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(12/23/09)