Get ahead
Thousands of advisors come back year after year to stay ahead, don’t be the one hearing about it after.
Join co-hosts Mike Brown and Laurence Patry for a high-value event, designed to help you stay ahead in savings:
- Understand how markets are reacting to the U.S. midterm elections, with Chief Economist of iA Financial Group Sébastien Mc Mahon
- Connect with top portfolio managers during an exclusive roundtable discussion with Alex Bellefleur of iAGAM, as well as Dan Dupont of Fidelity and Nicolas Desjardins of Canso, two new external portfolio managers joining iA’s lineup
- Get insights on 5 new funds with Alex Lamontagne of iA Financial Group
- Navigate change with confidence during TCR transition
- Stay ahead of the game with a new sales charge option
- Keynote: Preet Banerjee, behavioural finance expert, on turning AI into a competitive advantage while reinforcing the human value of advice
Don’t wait, register now and make sure it’s on your calendar!
November 4, 2026 | |
3:00 pm (EST) | |
Virtual |
Speakers
Mike Brown
Regional Vice-President, Investment Sales, Eastern Canada
Mike is an accomplished financial professional with a strong background in wealth management and investment solutions for over 25 years. He brings a wealth of experience from previous roles as a Private Wealth Councillor, Wholesaler and Regional Vice-President.
A graduate of the University of Ottawa, Mike holds both the Chartered Financial Analyst (CFA) designation and an MBA, as well as the Chartered Investment Manager (CIM®) designation. His career has been defined by a commitment to collaborative leadership, client-centric solutions and delivering consistent value across diverse financial landscapes.
Laurence Patry
Senior Director, Team Lead and Portfolio Manager, General Funds, iAGAM
Laurence joined iAGAM in 2018. She oversees portfolio management for iA Financial Group and its subsidiaries. Her team ensures the portfolios meet the objectives of the various entities while respecting their risk management constraints. Laurence has an MBA (Finance) from Université Laval. She also holds the CFA designation and the Certificate in ESG Investing from the CFA Institute.
Sébastien Mc Mahon, M. Sc. Econ, PRM, CFA
Chief Economist, iA Financial Group
“My contribution to the conference will be to decode the intricate dance of macroeconomics and markets, providing insights and strategies that will help participants make more informed decisions. Together, we will bridge theory and practice, steering the dialogue towards a common understanding of the most important issues for our clients.”
Alex Bellefleur MA, CFA
Senior Vice-President, Head of Research, Asset Allocation, iAGAM
Alex has 17 years of experience in the financial industry, spanning global macro research, asset allocation and portfolio construction. He joined iAGAM in 2024 from Ontario Teachers’ Pension Plan, where he led the Dynamic Asset Allocation team. Previously, he was Chief Economist & Strategist in the Multi-Asset Strategies team at Mackenzie Investments. Alex holds a bachelor’s in economics from Université Laval and a master’s in economics from UBC. He is also a CFA charterholder.
Alex Lamontagne
Director, Individual Insurance, Savings and Retirement Products, iA Financial Group
Alex holds a bachelor’s degree in actuarial science from Université Laval in Quebec City. He was accepted as a fellow of the Society of Actuaries (FSA) in 2024 and of the Canadian Institute of Actuaries (FCIA) in 2025.
After graduating in 2019, Alex began his career at iA Financial Group, where he worked for four years as an advisor on the Corporate Actuarial Services team. In 2023, Alex was promoted as Manager of the Individual Savings and Retirement Products team, and in 2024, his role was expanded to become Director of Individual Insurance, Savings and Retirement Products.
Preet Banerjee
Behavioural finance expert
Originally trained as a neuroscientist before taking a detour into motorsports as an aspiring race driver, Dr. Preet Banerjee now excels within the world of finance. He is one of Canada’s most recognized voices on the subject having spent 10 years as a financial panelist on CBC’s The National. Banerjee inspires others to become financially empowered through his world-class expertise and unique ability to take the complexity out of money matters. He speaks on behavioural finance, economics, and personal finance.
Nicolas Desjardins
Portfolio Manager, Canso
Nicolas graduated from the Royal Military College in Kingston, Ontario with a Bachelor of Science degree (Honours Physics and Space Science) in 2002, and later with a Master of Science degree (Physics) in 2006. Nicolas served as an Aerospace Engineer with 14 Air Maintenance Squadron in Greenwood, Nova Scotia and as an Operations Engineer/Robotics Instructor at the Canadian Space Agency – Canadian Forces Detachment.
Nicolas then attended Université de Sherbrooke graduating in 2010 with a Master of Science degree in Finance and was awarded a CFA charter in 2015. Nicolas joined Canso in 2011 as a Portfolio and Risk Analyst and is now a Portfolio Manager.
Daniel Dupont
Portfolio Manager, Fidelity
Dan Dupont is a Portfolio Manager at Fidelity Investments and has management responsibilities on several flagship mandates, including Fidelity NorthStar®. With over 25 years at Fidelity, he brings deep expertise in Canadian and global equities, backed by extensive experience as both an analyst and portfolio manager. Dan holds a Joint Honours BCom in Economics and Finance from McGill University.
Learn more about the event
Economic, political and investment insights
Featuring top-tier guests, this yearly event delivers economic, political, and investment insights, helping you stand out even more with your clients and grow your results.
90 minutes well spent
The event explores savings and investment from a range of perspectives, giving you top information and tools.
- Gain a deeper understanding of the factors affecting the current economic situation and the resulting impacts on financial markets.
- Hear market outlook discussions by guest portfolio managers.
- Discover new tools and approaches to meet your clients’ financial needs better.
- Stay on top of the latest from iA Financial Group.
- Strive for new performance peaks with the rollout of the iA RRSP-TFSA-FHSA campaign.
Get one CE credit
One CE credit will be sent to participants who attend the full training and who log in using their email address.