AGENDA
Two hours of virtual conferences
Come be a part of it and get inspired to reach new heights!
Welcome and opening remarks
- 1:00 pm – 1:05 pm
- Sean Matiowsky and Ashleay Dollard
Economic and market outlook
- 1:05 pm – 1:25 pm
- Sébastien Mc Mahon
The American political climate
- 1:25 pm – 1:40 pm
- John Parisella
Portfolio managers round-table discussion
- 1:40 pm - 2:15 pm
- Dan Rohinton, Maxime Houde, Marc Gagnon, Alexandre Bellefleur, and moderated by Sébastien Mc Mahon
Break
Selling with a generational and newcomer approach
- 2:20 pm – 2:50 pm
- Léger Marketing: Yamina Tsalamlal
Sales techniques and closing remarks
- 2:50 pm – 3:00 pm
- Sean Matiowsky
Let’s reach new heights,
together!
Register now
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.
Ashleay Dollard
Executive Assistant and Technician, Administration and Project Management, iAGAM
In addition to her role as Executive Assistant to the President and Chief Investment Officer of iA Global Asset Management (iAGAM), our co-host Ashleay has been hosting the “In Your Interest!” financial podcasts at iA since their launch in June 2022, racking up over 100,000 individual plays.
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.”
John Parisella
Special Advisor at NATIONAL and Fellow at the CÉRIUM of the University of Montreal.
A well-known and respected figure in Canada, having occupied many functions in the public scene during his career, John Parisella has become, in recent years, a privileged observer of American politics. He also regularly comments on it in La Presse and on the TVA network and several media outlets across Canada. He is also a speaker on several forums. He is the author of four books including “La Politique dans la peau”, and Elections: Made in USA (published in 2004 and 2008).
Dan Rohinton
Vice-President, Portfolio Manager, Global Dividend, iAGAM
“We are thrilled to introduce a new solution for clients seeking a balance between growth and income at our Savings and Investment Conferences. Our proven approach to quality focused investing is vital in today's dynamic markets, and we are eager to share our expertise with you.”
Maxime Houde, CFA
Director, Portfolio Manager, Thematic Investing, iAGAM
“I strongly believe that an investment framework focused on disruptive innovation, discipline and risk management is key to produce strong risk-adjusted returns.”
Maxime has close to 10 years of investment experience. In his current role, he co-leads the U.S. Thematic Innovation mandates, which he helped build. Maxime began his career at iA as an analyst in the Fund Oversight and Management team, where he developed expertise in a range of investment styles and strategies.
Marc Gagnon
Vice-President, Portfolio Manager, North American Equities, iAGAM
Marc has more than 25 years of portfolio management experience, including more than 20 years in Canadian and North American equities. He is a key leader of the iAGAM Fundamental Equity Team and has won industry recognition as a recipient of the Top Gun Investment Minds award.
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.”
Yamina Tsalamlal (Léger Marketing)
Director of Research, Consumer, Léger Marketing
“Our presentation will be a valuable ally in better understanding and anticipating consumer behavior in your industry. Stand out from the competition in your approaches and exceed your objectives!"
Yamina Tsalamlal is a marketing researcher whose expertise make her a precious ally for any business wishing to understand and anticipate consumer behaviour.
Sean Matiowsky
Vice-President, WFG Network
During a career that spans over two decades, Sean has established himself as an inspirational leader with a track record of generating sustainable growth in a rapidly changing financial services environment. As a strategic and accessible leader, Sean is known for devising innovative strategies to grow steady and strong partnerships. He takes a vision and makes it a reality.
Rick Williams
President, WFG network
Richard Williams is President of World Financial Group Canada Inc., World Financial Group Insurance Agency of Canada and WFG Securities of Canada Inc. He oversees all Canadian Operations and is responsible for the strategic and tactical objectives of World Financial Group of Canada. Rick became President of WFG in January 2006.