SAVINGS AND INVESTMENT CONFERENCES
GET AHEAD
Philippe Millette and Laurence Patry will co-host the event to offer you high value-added programming that will help you stand out with your clients.
Sébastien McMahon and Alex Bellefleur will discuss the economic situation, Hugo Lavallée, Fidelity portfolio manager, will answer YOUR questions, and Philippe Millette will talk to you about wealth transfer and present new features, on the eve of the RRSP-TFSA-FHSA campaign!
Let’s get ahead together on October 22!
October 22, 2025 | |
1:00 pm (EDT) | |
Virtual |
SPEAKERS
Sébastien Mc Mahon, M. Sc. Econ, PRM, CFA
Chief Strategist, Senior Economist and Vice-President, Asset Allocation, and Portfolio Manager, 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.”
Philippe Millette
Assistant Vice-President, Sales, Individual Savings & Retirement, iA Financial Group
Philippe has specialized in the field of financial services for nearly 25 years. His diverse experiences, talents for simplifying the complex and his passion for researching customized solutions have enabled him to become a successful wholesaler. Today, his motivation is to share his wide-ranging expertise by combining his grasp of economic issues with his unique understanding of the needs of financial advisors and their clients, as well as his interest in advanced insurance concepts and portfolio management.
Alexandre Bellefleur
Senior Vice-President, Head of Research, Asset Allocation, iAGAM
“Our presentation will be an indispensable tool for understanding today's key macroeconomic issues and their impact on markets and the construction of resilient, high-performance portfolios for your clients.”
Laurence Patry
Senior Director, Team Lead and Portfolio Manager, General Funds
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.
Hugo Lavallée
Hugo Lavallée, Portfolio Manager
Hugo Lavallée is a Portfolio Manager at Fidelity Investments. In this role, he manages the Fidelity Climate Leadership FundTM, the Fidelity Canadian Opportunities Fund, the Fidelity Greater Canada Fund and the equity sub-portfolio of the Fidelity Canadian Asset Allocation Fund.
Hugo joined Fidelity in 2002 as a research analyst responsible for analyzing companies in the Canadian technology hardware industry and the paper and forest, gold, precious metals, minerals and technology software industries.
Hugo graduated with first-class honours from the McGill commerce program in 2002, specializing in economics and finance.
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.