Subject to necessary approvals, Dan Bastasic, Senior Vice-President, Investments & Portfolio Manager, will be joining iA Investment Management Inc. (iAIM) on or about May 2, 2022.
Mr. Bastasic will continue as portfolio manager for all his current mandates for the following segregated funds:
- Strategic Corporate Bond
Provides active, risk-conscious exposure to high-yield corporate bonds with strong potential for long-term outperformance. - Strategic Equity Income
Provides strong potential for long-term income generation and capital appreciation by focusing on high-quality dividend-paying stocks. - Strategic Income
Provides high-conviction exposure to attractive opportunities across the capital structure.
There is no change to the investment objectives, strategies or fees of these mandates and no action is required by investors or advisors. Marketing materials will be gradually updated during the month of May.
"Dan is a highly respected industry veteran with a unique and compelling investment style. We are thrilled to have him join our world-class team and look forward to a fruitful exchange of expertise as we further refine our innovative, institutional-calibre approach to asset allocation and security selection," said Alain Bergeron, Executive Vice-President & Chief Investment Officer, iA Financial Group.
"Dan has been helping Canadian investors achieve their wealth-creation goals for over 20 years and has been an integral part of iA Clarington for over a decade. We look forward to continuing this core partnership for many years to come," said Adam Elliott, President & CEO, iA Clarington.
About Dan Bastasic
Dan has over 20 years of investment experience. He holds a Bachelor of Commerce (finance) and Master of Business Administration (MBA) from the University of Windsor, and the Chartered Financial Analyst (CFA) designation. He is a member of the CFA Society Toronto.
