Upcoming events

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.

Breakfast with Dan Janis in Ajax

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 16, 2025

Time: 8:30 a.m.

Location: Hilton Garden Inn Ajax
                   500 Beck Crescent, Ajax, ON
                   L1Z 1C9

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.

Lunch with Dan Janis in Burlington

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 16, 2025

Time: 12:00 p.m.

Location: Cherry House Restaurant
                   3106 S Service Rd, Burlington, ON
                   L7N 3J3

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.

iA Clarington Women’s Educational Forum – Quebec

Speakers:

  • Catherine Milum, President, iA Clarington Investments
  • Rebecca Holden, Senior Analyst, Asset Allocation, iA Global Asset Management
  • Noelle Corum, Portfolio Manager, Agile Investment Management
  • Maxime Houde, Senior Director, Portfolio Manager, Thematic Investments, iA Global Asset Management

Topics:

  • Overview of CRM3
  • Opportunities in Global Fixed Income
  • Alternative Investments
  • Innovation Trends

Date & Time:
Wednesday, November 12, 3:00 p.m. – 8:30 p.m.
Thursday, 7:30 a.m. – 1:30 p.m.

Location: Ripplecove Hotel & Spa
700 Ripplecove, Ayer’s Cliff, Quebec
J0B 1C0

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.

Investia Elite Pools Fall Roadshow

Speakers: Gerry Ronan – iA Clarington Investments Inc., Senior Vice-President, Sales
Topics: A Lunch and Learn about the Elite Pools and Portfolios offerings.
Language: English

Ottawa
Date: Monday, November 17
Time: 11:30 a.m. – 1 p.m.
Location: Chop Steakhouse Restaurant – 250 West Hunt Club Rd, Ottawa, Ontario, K2E 0B7

UnionvilleDate: Tuesday, November 18
Time: 11:30 a.m. – 1 p.m.
Location: The School Restaurant –  4121 14th Ave, Markham, Ontario, L3R 0J2

London
Date: Wednesday, November 19
Time: 11:30 a.m. – 1 p.m.
Location: Craft Farmacy Restaurant – 449 Wharcliffe Rd, South London, Ontario, N6J 2M8

Kitchener/WaterlooDate: Thursday, November 20
Time: 11:30 a.m. – 1 p.m.
Location: Charcoal Restaurant – 2980 King St. E., Kitchner, Ontario, N2A 1A9

Oakville
Date: Friday, November 21
Time: 11:30 a.m. – 1 p.m.
Location: Harpers Landing Bar & Grill –  481 Cornwall Rd, Oakville, Ontario, L6J 7S8

Registration Link: to be provided

Elite Pools are only available through Investia Financial Services Inc. This event is open to Investia advisors only.
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.