Upcoming events

The Way Forward – Spring Roadshow (Ontario)

Advisor Event | In‑Person

Join us this spring for The Way Forward – Spring Roadshow, an in‑person advisor event featuring portfolio managers from iA Global Asset Management, Agile Investment Management, and Loomis, Sayles & Company.

Our portfolio managers will share their perspectives on the current macroeconomic and market environment and discuss where they are seeing opportunities and risks across global equities, equity income, and global fixed income. The event will also include a tax and estate planning session and a portfolio manager roundtable discussion.

You will be able to gain market insights from:

  • Dan Bastasic, Senior Vice-President, Investments & Portfolio Manager, iA Global Asset Management Inc.
  • Dan Janis, Chief Investment Officer, Agile Investment Management LLC
  • Eileen Riley, Portfolio Manager, Loomis, Sayles & Company, L.P.

The event will begin with lunch, followed by presentations and a portfolio manager roundtable discussion.

Locations, Dates & Times

Oakville – April 13
O&E Banquet Hall & Convention Center
2245 Speers Road
Oakville, ON L6L 6X8
11:30 a.m. – 2:15 p.m.

Markham – April 14
The School Fine Dining
4121 14th Line
Markham, ON L3R 0J2
11:30 a.m. – 2:15 p.m.

Kitchener – April 15
DoubleTree by Hilton
30 Fairway Road South
Kitchener, ON N2A 2N2
11:30 a.m. – 2:15 p.m.

Ottawa – April 16
Hilton Garden Inn – Airport
2400 Alert Road
Ottawa, ON K1V 1S1
11:30 a.m. – 2:15 p.m.

Language: English
Registration Link: Click 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 Way Forward – Spring Roadshow (Western Canada)

Advisor Event | In‑Person

Join us this spring for The Way Forward – Spring Roadshow (Western Canada), an in‑person advisor event featuring portfolio managers from Agile Investment Management, QV Investors and iA Global Asset Management.

Our portfolio managers will share their perspectives on the current macroeconomic and market environment and discuss where they are seeing opportunities and risks across global equities and fixed income. The event will also include a portfolio manager roundtable discussion.

You will be able to gain market insights from:

  • Dan Janis, Chief Investment Officer, Agile Investment Management LLC
  • Maxime Houde, Senior Director and Portfolio Manager, Thematic Innovations, iA Global Asset Management Inc.
  • Mathew Hermary, Portfolio Manager, QV Investors Inc.

Lunch will be served following the portfolio manager presentations.

Locations, Dates & Times

Victoria – April 20
The Union Club
805 Gordon St.
Victoria, BC V8W 1Z6
9:30 a.m. to 1:00 p.m.

Vancouver – April 21
Fairmont Pacific Rim Hotel
1038 Canada Place
Vancouver, BC V6C 0B9
9:30 a.m. to 1:00 p.m.

Calgary – April 22
Lumi Experience – Brookfield Place
225 6 Ave. SW Suite 1400
Calgary, AB T2P 3S9
9:30 a.m. to 1:00 p.m.


Edmonton – April 23
JW Marriott Ice District
10344 102nd St.
Edmonton, AB T5J 0K
9:30 a.m. to 1:00 p.m.

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.

The Way Forward – Spring Roadshow (Québec)

Advisor Event | In‑Person

Join us this spring for The Way Forward – Spring Roadshow (Québec), an in‑person advisor event featuring portfolio managers from iA Global Asset Management, Agile Investment Management, and Loomis, Sayles & Company.

Our portfolio managers will share their perspectives on the current macroeconomic and market environment and discuss where they are seeing opportunities and risks across global equities, fixed income, and alternative investments. The event will also include a tax and estate planning session and a portfolio manager roundtable discussion.

You will be able to gain market insights from:

  • Eileen Riley, Portfolio Manager, Loomis, Sayles & Company, L.P.
  • Dan Janis, Chief Investment Officer, Agile Investment Management LLC
  • Alex Bellefleur, Senior Vice-President, Head of Research, Asset Allocation, iA Global Asset Management Inc.

The event will begin with lunch, followed by presentations and a portfolio manager roundtable discussion.

Locations, Dates & Times

Québec City – April 28
Le Bonne Entente
3400 Chemin Sainte‑Foy
Québec, QC G1X 1S6
11:30 a.m. – 2:15 p.m.

Montréal – April 29
iA Financial Group Office
1981 McGill College Avenue, 8th Floor
Montréal, QC H3A 3A8
11:30 a.m. – 2:15 p.m.

Language: English & French
Registration Link: Click 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.