Advisor events
Upcoming events
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 :
- Sarah Novak at Sarah.Novak@ia.ca (Team: Ryan Stewart)
or
- Shaun Robertson at Shaun.Robertson@ia.ca (Team: Luc Laverdiere)
iA Clarington Women’s Educational Forum
Speakers:
- Noelle Corum, CFA, Portfolio Manager, Agile Investment Management
- Pamela Czekanski, CFA, Vice-President & Strategic Relationship Manager, Loomis, Sayles & Company
- Dan Rohinton, Vice-President & Portfolio Manager, Global Dividend, iA Global Asset Management
- Carol Bezaire, CFP, TEP, Tax, Estate, Disability & Philanthropy Expert
Date: June 11-12, 2025
Location: Queen’s Landing, Niagara-on-the-Lake, ON
Language: English