Upcoming events

Lunch and Learn with Dan Janis in Ottawa

Speakers: Dan Janis – Chief Investment Officer, Agile Investment Management

Topics: Agile Investment Management and their philosophy and process as the new sub-advisor of the IA Clarington Agile Global Total Return Income Fund and IA Clarington Agile Core Plus Bond Fund

Date: September 16, 2025

Time: 12 PM

Location: Beckta Dining & Wine
150 Elgin St., Ottawa, ON,
K2P 1L4

Language: English

Please RVSP to Jesse O'Halloran (jesse.ohalloran@ia.ca)

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.

Breakfast with Dan Janis in Richmond Hill

Speakers: Dan Janis – Chief Investment Officer, Agile Investment Management

Topics: Agile Investment Management and their philosophy and process as the new sub-advisor of the IA Clarington Agile Global Total Return Income Fund and IA Clarington Agile Core Plus Bond Fund

Date: October 1, 2025

Location: Sheraton Parkway Toronto North Hotel & Suites - King City Room
600 Highway 7. Richmond Hill, ON,
L4B 1B2

Language: English

Please RVSP to Jesse O'Halloran (jesse.ohalloran@ia.ca)

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.

2025 Quebec Due Diligence

Join us on October 6-7 at the Château-Bromont for a CE-eligible advisor due diligence event. Our portfolio managers will take a deep dive into the current macro and market environment and provide insight on where they’re seeing the most attractive opportunities across equities, fixed income, and alternative investments. You will be able to gain market insights from:

  • Dan Janis, Chief Investment Officer, Agile Investment Management
  • Adam Mushaweh, Vice-President & Investment Director, Growth Equity Strategies, Loomis, Sayles & Company
  • Maxime Houde, Senior Director, Portfolio Manager, Thematic Investments, iA Global Asset Management
  • Alex Bellefleur, MA, CFA, Senior Vice-President, Head of Research, Asset Allocation, iA Global Asset Management Inc.

The event will also feature a fireside chat with stand-up comedian, TV show host and world-class athlete Jay Du Temple Plus.

Location: Hotel Chateau Bromont
90, rue Stanstead
Bromont, Quebec
J2L 1K6

Date & Time:
Monday, October 6, 3:00 p.m. – 9:00 p.m.
Tuesday, October 7, 8:30 a.m. – 4:00 p.m.

Language: English & French

Registration Link: to be provided

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.

2025 Ontario Due Diligence

Speakers:

  • Dan Janis, Chief Investment Officer, Agile Investment Management
  • Noelle Corum, Portfolio Manager, Agile Investment Management
  • Eileen Riley, Portfolio Manager, Loomis, Sayles & Company
  • Alex Bellefleur, Senior Vice-President, Head of Research, Asset Allocation, iA Global Asset Management
  • Steven Kim, Vice-President and Portfolio Manager, QV Investors
  • Dan Bastasic, Senior Vice-President, Investments & Portfolio Manager, iA Global Asset Management

Topics: Current macro and market environment and insight on:

  • Investment implications of U.S. trade policy
  • Areas of opportunity in Canadian and global equities and fixed income
  • The role of alternative investments in a well-constructed portfolio

Date: October 1–2, 2025

Location: Pearle Hotel & Spa, 3 Elizabeth St, Burlington, Ontario, L7R 0G3

Language: English

Registration Link: to be provided

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.

Portfolio Manager Meeting – Halifax

Speakers:

  • Dan Bastasic – Senior Vice-President, Investments & Portfolio Manager, iA Global Asset Management
  • Dan Janis – Chief Investment Officer, Agile Investment Management
  • Adam Mushaweh – Vice-President & Investment Director, Growth Equity Strategies, Loomis, Sayles & Company
  • Mathew Hermary – Portfolio Manager, QV Investors

The event will also include a panel on alternative investments that will feature experts from Blue Owl, Partners Group, Picton Mahoney and RPIA.

Topic: Insights on the equity and fixed income landscape

Date: September 10-11, 2025

Location: Halifax Marriott Harbourfront Hotel, 1919 Upper Water St, Halifax, NS

Language: English

Lunch and dinner will be provided on September 10; lunch will be provided on September 11.

Please RSVP to :

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