Upcoming events

Lunch Presentation in Markham with Oliver Shao

Speakers:

  • Oliver Shao, CFA, Director, Portfolio Manager, Global Dividend, iA Global Asset Management Inc.

Topics:

  • IA Clarington Global Dividend Fund
  • Insights on identifying companies with competitive advantages and sustainable growth potential

Date: January 30th, 2025
Time: 12:00 p.m.
Location: Ritzy Palace Chinese Cuisine – 7301 Woodbine Ave Markham, ON, L3R 3V7
Language: Mandarin

Please RSVP to Olivia Polera at olivia.polera@ia.ca

Lunch Presentation in Ottawa with Gerry Ronan and Dan Rohinton

Speakers:

  • Gerry Ronan, Senior Vice President, Sales, IA Clarington Investments Inc.
  • Dan Rohinton, Vice-President & Portfolio Manager, Global Dividend, iA Global Asset Management Inc.

Topics:

  • Insight and perspective on the macro and market landscape for 2025
  • Investment strategies to consider for 2025 and beyond
  • IA Clarington Global Dividend Fund
  • Practice management tools.

Date: January 30th, 2025
Time: 12:00 p.m.
Location: Beckta – 150 Elgin St, Ottawa ON, K2P 1L4
Language: English

Please RSVP to Olivia Polera at olivia.polera@ia.ca

Lunch Presentation with Agile Investment Management in Windsor

Speakers:

  • Dan Janis, Chief Investment Officer, Agile Investment Management LLC

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 Core Plus Bond Fund
  • The opportunities they are seeing in the global fixed-income markets

Date: January 23, 2025
Time: 12:00 – 1:30 PM
Location: Double Tree Windsor – 333 Riverside Dr W, Windsor, ON N9A 7C5
Language: English

Please email to RSVP:

Lunch Presentation with Agile Investment Management in London

Speakers:

  • Dan Janis, Chief Investment Officer, Agile Investment Management LLC

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 Core Plus Bond Fund
  • The opportunities they are seeing in the global fixed-income markets

Date: January 22, 2025
Time: 12:00 – 1:30 PM
Location: The London Club – 177 Queens Ave., London, ON N6A 1J1
Language: English

Please email to RSVP:

Lunch Presentation with Agile Investment Management in Burlington

Speakers:

  • Dan Janis, Chief Investment Officer, Agile Investment Management LLC
  • Peter Azzinaro, Portfolio Manager, Agile Investment Management LLC

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 Core Plus Bond Fund
  • The opportunities they are seeing in the global fixed-income markets

Date: November 13, 2024
Time: 12:00 PM – 1:30 PM
Location: Burlington Convention Centre – Rosewood Hall, 1120 Burloak Dr, Burlington, ON L7L 6P8
Language: English

Please contact your respective sales representative to register: