Building Stronger Financial Futures Together
We work with institutions, educational organizations, and financial advisors who share our commitment to practical investment education. Our partnership model focuses on creating genuine value for clients through shared expertise and transparent collaboration.
Since 2019, we've developed relationships with over 40 organizations across Canada who appreciate our straightforward approach to investment instruments and portfolio strategy. These aren't just referral arrangements—they're working partnerships where both sides bring real knowledge to the table.
Partnership Models That Actually Work
Different organizations need different things. Here's how we typically structure collaboration.
Educational Institutions
We provide curriculum support and guest instruction for finance programs. Your students get exposure to current market practices, and we get to connect with people genuinely interested in learning. Works particularly well with community colleges offering continuing education.
Independent Advisors
Sometimes your clients need deeper education on specific instruments before making decisions. We can handle that education piece without stepping on your client relationship. You stay their primary advisor—we just fill knowledge gaps when needed.
Professional Associations
Member organizations often need continuing education content. We develop workshops and resources on investment instruments that meet professional development requirements while actually being useful to practitioners.
Technology Platforms
If you're building fintech tools, your users probably need help understanding what they're investing in. We create educational content that integrates with digital platforms—plain language explanations that don't require finance degrees to understand.
What Partners Actually Get
Look, partnership pitches usually promise the moon. We prefer being specific about what we actually deliver. When organizations work with us, they get access to educational materials we've refined over six years of teaching investment concepts.
The content adapts to different audience levels. A workshop for experienced advisors looks nothing like an intro session for career-changers. We've taught everyone from retail investors to portfolio managers, so we know how to adjust complexity without dumbing things down.
You also get our referral network. If your clients need services we don't provide, we know who does what in the Canadian investment space. That network took years to build and it's surprisingly useful.
Finn Holmström
Director, Oakridge Financial ServicesWe needed someone who could explain derivatives to clients without making it sound like rocket science. Dynamex Edge handled about 30 educational sessions for us in 2024. Clients actually understood what they were getting into, which made our jobs easier. The partnership just works.
Silje Nordström
Program Coordinator, Georgian CollegeTheir guest lectures in our Business Finance program hit the right level—practical enough for career prep but rigorous enough for academic standards. Students consistently rate these sessions highly. Been working with them since fall 2023 and planning to expand the collaboration for 2025.
Let's Talk About Working Together
Interested in exploring a partnership? We typically start with a conversation about what you're trying to accomplish and whether our resources fit. No pressure, no sales pitch—just honest discussion about whether collaboration makes sense.
Start a Conversation
The Partnership Process
Here's typically how things unfold. First conversation usually takes 30-45 minutes where we figure out your needs and what we can realistically provide. If there's a fit, we draft a simple agreement outlining responsibilities—nothing complicated, just clear expectations.
Implementation depends on the partnership type. Educational collaborations might start with a pilot workshop. Platform integrations usually begin with content review cycles. Advisor partnerships often kick off with a few client education sessions to see how it goes.
We check in quarterly to make sure things are working as expected. Partnerships evolve—what you need in year one might be different in year two. That's normal. The flexible approach is why most of our partnerships have lasted multiple years.