Advisor events
Upcoming events
iA Clarington Women’s Educational Forum
Advisor Event | In Person
Speakers:
- Noelle Corum – Portfolio Manager, Agile Investment Management
- Eileen Riley – Portfolio Manager, Loomis, Sayles & Company
- Maxime Houde – Senior Director, Portfolio Manager, Thematic Investments, iA Global Asset Management
- Jon Hreljac – Vice-President, Head of Tax & Estate Planning, iA Clarington Investments
Date:
June 24-25, 2026
Location:
Queen’s Landing – 155 Byron Street, Niagara-on-the-Lake, ON, L0S
1J0
Language:
English
Registration Link:
to be provided
This event is exclusively for advisors and is available on a first come, first served basis. In accordance with NI 81 105 , dealer representatives are responsible for their own travel, accommodation, and personal incidental expenses associated with their attendance at the event.
Lunch & Learn with Gerry Ronan
Advisor Event* | In Person
Join us in a city near you for a Lunch & Learn event hosted by Gerry
Ronan, Senior RVP Sales, Central Canada. Gerry will take your questions on all
things Elite and do a deep dive into why the Elite Pools and Unified
Portfolios are such a compelling option for your business. You’ll
learn:
- How Elite can make your business more efficient and profitable
- How Elite can help you navigate the evolving regulatory environment
- The fee advantage of the Elite Pools and Unified Portfolios
Gerry will be making six stops across Ontario:
- Ottawa – Monday, September 21 (Chop Steakhouse, Sandman Hotel, near airport)
- Ajax – Tuesday, September 22, a.m. session (Hilton Garden Inn)
- Markham – Tuesday, September 22, p.m. session (The School Restaurant)
- London – Wednesday, September 23 (The Springs Restaurant)
- Kitchener – Thursday, September 24 (Proof Kitchen & Lounge)
- Oakville – Friday, September 25 (Piano Piano
Restaurant)
Language: English
Registration Link: to
be provided
*Elite Pools and Unified Portfolios are only available through Investia Financial Services Inc., iA Private Wealth Inc., and Richardson Wealth Limited. This event is for representatives of Investia Financial Services Inc. and is available on a first come, first served basis. In accordance with NI 81 105, dealer representatives are responsible for their own travel, accommodation, and personal incidental expenses associated with their attendance at the event.
Behind the Numbers – iA Clarington Due Diligence
Advisor Event | In Person
In today’s evolving market environment, identifying durable sources of return requires both perspective and precision. This conference brings together a comprehensive agenda designed to explore key themes across equities, fixed income and alternative investments, with a focus on portfolio resilience and long-term opportunity. Sessions will examine how global economic shifts, capital flows and valuation dynamics are shaping outcomes across asset classes, while highlighting practical approaches to portfolio construction. The program also addresses the growing influence of AI—both as a driver of investment opportunity and as a tool to enhance advisory practices. Complemented by networking and discussion opportunities, the event is designed to support deeper insight, better decision-making and stronger client outcomes.
This event is CE-eligible and will include an opportunity to enjoy breakfast, lunch and dinner with our portfolio managers.
Space is limited—register now!
Date:
September 30 – October 1, 2026
Location:
Montreal Marriott Château Champlain – 1050 Rue De la
Gauchetière O, Montréal, QC H3B 4C9
Language:
English
Registration & Agenda:
Register here
This event is exclusively for advisors and is available on a first come, first served basis. In accordance with NI 81 105, dealer representatives are responsible for their own travel, accommodation, and personal incidental expenses associated with their attendance at the event. The speaker list is not exhaustive and is subject to change closer to the event date.