Investment Webinar - Loomis Sayles & Fidelity Investments

iA Financial Group Investment Webinar

Loomis Sayles - October 15, 2020

Fidelity Investments - October 28, 2020

iA Financial Group Investment Update

Join Mark Dziedzic, Regional Vice President, to learn about iA Financial Group's enhanced investment loans. Increase your client's growth potential while offering them the benefits of segregated funds. Incorporate investment loans into your book of business to strengthen client relationships and create cross-selling opportunities.

Loomis Sayles

Thursday October 15, 2020 | 2:00 - 3:00 pm EST

Global Diversified & Global Opportunities (Loomis Sayles)

· Founded in 1926 by two Boston investment managers

· Investment offices around the world: Boston, Detroit, San Francisco, London and Singapore

· Organized around the principle, “Think broadly, act decisively”

· More than US$311 billion of assets under management

Why consider Loomis Sayles?

· An unconstrained, go-anywhere asset allocation strategy that will invest across multiple asset classes, sectors, regions, countries and currencies in pursuit of a strong total return

· A well-diversified, yet concentrated portfolio based on the best ideas of four experienced portfolio managers, who have more than 110 years of combined investment experience

Fidelity Investments

Wednesday October 28, 2020 | 1:00 - 2:00 pm EST

Fidelity Insights

· Founded in 1946 with over 70 years of growth and innovation backed by a proven approach to investing

· Global investment network spanning North America, Europe, the Middle East, Africa and Asia-Pacific

· One of the world’s largest financial services providers

· Manages more than US$2 trillion in assets

· Over 750 investment professionals worldwide

Why consider this fund?

· iA Financial Group is the first company to make it available as a segregated fund

· Best selling U.S. equity mutual fund in Canada in 2018

· Renowned and experienced portfolio manager Will Danoff, managing over $150 billion

· Emphasis on the U.S. market, but also has the flexibility to seek opportunities worldwide

** Please note CE credits will not be offered for these sessions **

INVESTED IN YOU.