# IGM Financial Inc.

> IGM Financial is a Winnipeg-rooted, publicly traded wealth and asset manager whose operating engines are IG Wealth Management and Mackenzie Investments. It serves roughly two million Canadians through advice, planning and investment products, while strategic stakes in Wealthsimple, Rockefeller Capital Management, ChinaAMC and Northleaf give it exposure to digital finance, US wealth, China and private markets. Its current wager is unusually specific: simplify the organization, redirect C$70 million of annual savings into AI by 2028, and use machines to make advisers better rather than replace them.

- **Founded:** 1978
- **Headquarters:** Winnipeg, Canada
- **Team size:** LinkedIn lists 5,001-10,000 employees; supplied company data lists approximately 3,600 employees. The difference likely reflects entity and network scope.
- **Products:** IG Wealth Management comprehensive planning, Mackenzie Investments, IG Living Plan, Private markets solutions, Mortgage and lending services
- **Notable:** Record C$343.3 billion of assets under management and advisement at June 30, 2026, or C$622.1 billion including strategic investments., Record second-quarter 2026 adjusted net earnings of C$330.0 million and adjusted EPS of C$1.41., IG Wealth Management reached C$158.9 billion in client assets at the end of 2025 and C$2.1 billion of annual net inflows.

## Products & services

- **IG Wealth Management comprehensive planning** — Advisor-led planning spanning investments, retirement, tax, estate, insurance, cash flow, mortgages and lending for Canadian households and business owners.
- **Mackenzie Investments** — Mutual funds, ETFs, separately managed accounts, quantitative strategies, fixed income, sustainable investments and institutional mandates distributed through advisers and partners.
- **IG Living Plan** — A personalized financial plan designed to evolve with a client's goals and life changes.
- **Private markets solutions** — Five Mackenzie-Northleaf solutions give eligible Canadian retail and institutional investors access to private credit, equity and infrastructure, including the 2025 Multi-Asset Private Markets Fund.
- **Mortgage and lending services** — Mortgage and HELOC strategies integrated into financial plans, with nesto providing the digital mortgage platform and dedicated specialists.
- **Estate planning and settlement** — ClearEstate tools and specialists support wills, powers of attorney, executor appointments and estate administration through IG advisers.
- **Private Company Advisory** — Advice for small and midsize business owners on financing, valuation and succession.

## Achievements

- Record C$343.3 billion of assets under management and advisement at June 30, 2026, or C$622.1 billion including strategic investments.
- Record second-quarter 2026 adjusted net earnings of C$330.0 million and adjusted EPS of C$1.41.
- IG Wealth Management reached C$158.9 billion in client assets at the end of 2025 and C$2.1 billion of annual net inflows.
- Mackenzie reached C$244.0 billion in AUM and C$6.7 billion of total net sales in 2025 after C$2.0 billion of net redemptions in 2024.
- Mackenzie launched 23 investment funds in 2025 and won C$6 billion of institutional net sales.
- Corporate Knights named IGM to its Global 100 Most Sustainable Corporations list for 2020-2026.
- The 2025 IG Wealth Management Walk for Alzheimer's raised a record C$7.2 million from 28,000 participants.
- IG received regulatory approval in 2025 to combine its mutual-fund and investment dealers into one dual-registered dealer.

## Latest updates

- **2026-08** — IGM reported approximately C$341 billion in AUM&A at July 31, 2026.
- **2026-07** — Second-quarter adjusted EPS rose 31.8% year over year to a record C$1.41; AUM&A reached C$343.3 billion and quarterly net inflows were C$2.2 billion.
- **2026-07** — Damon Murchison became President and CEO of IGM while retaining leadership of IG Wealth Management.
- **2026-06** — IGM recorded a C$95.3 million pre-tax simplification charge and targeted C$70 million in annual savings by 2028 to reinvest in AI.
- **2026-05** — IGM joined Power Corporation and Great West in a combined US$150 million commitment to the new Sagard AI Fund.
- **2026-02** — IGM reported record full-year 2025 adjusted earnings and raised its quarterly dividend by 10% to C$0.62.
- **2025-10** — A Wealthsimple financing and an additional C$100 million investment lifted IGM's stake value to C$2.26 billion; a Rockefeller recapitalization also crystallized value.

## Links

- Website: https://www.igmfinancial.com/en
- LinkedIn: https://www.linkedin.com/company/igm-financial-services-inc
- Twitter/X: https://twitter.com/IGM_Financial

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Profile page: https://yespress.io/igm-financial-inc
Published by YesPress — https://yespress.io
Last updated: 2026-08-23