Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Alyssa Moody has always had a passion for finance, which began when she took her first finance course in university. What excites her about the business is that the markets and investors’ needs are always changing. She also loves building relationships and working with people – and this is what her purpose is all about. She thoroughly enjoys working with her clients and helping them with their business.
As a trusted business partner, she helps advisors navigate the ever-changing market landscape and takes a consultative approach when recommending solutions for their business. Moody believes that when you are able to help an advisor with their practice, not just with investments, that is when you earn their trust and partnership.
She enjoys challenging herself, continues to always be a student of the business, and consistently refines her process so she can stay on top of the needs of advisors and their clients. For example, the interest and adoption of alternative investments continues to increase in retail for many reasons. The team at Dynamic Funds consists of advocates of alternative investments.
Moody continues to differentiate herself by educating and sharing information on alts with her clients. She also has a passion for supporting women in the industry, bringing them together to share ideas, discuss challenges, and support one another. She feels very fortunate to do what she loves.
40 Temperance St., 16th Floor, Toronto, ON M5H 1Y4
416 300 4140
amoody@dynamic.ca
linkedin.com/in/alyssammoody
dynamic.ca/en.html
Alyssa Moody
Vice President, Business Development
Dynamic Funds
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Milestones
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2011–2012
2012–2013
2013–2014
2014–2017
2017–present
Present
September 2011–February 2012: Marketing Assistant at CIBC Wood Gundy
2011–
2012
February 2012–July 2013: Associate at RBC Dominion Securities
2012–
2013
July 2013–July 2014: Sales Associate at Sentry Investments
2013–
2014
July 2014–July 2017: Inside Sales at Dynamic Funds
2014–
2017
July 2017–present: Vice President, Business Development at Dynamic Funds
2023: Wealth Professional Top 50 Wholesaler
2017–
present
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones