IGM Financial
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IGM Financial (IGM) investor relations material

IGM Financial Investor presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Investor presentation summary1 Dec, 2025

Strategic positioning and business model

  • Holds leadership positions in Canadian wealth and asset management, with diversified earnings from adjacent markets and strategic investments in the U.S., China, and private markets.

  • Core businesses IG Wealth Management and Mackenzie Investments drive growth, supported by strategic stakes in Rockefeller, Wealthsimple, ChinaAMC, and Northleaf.

  • Strategic investments valued at $8.3B as of September 30, 2025, expand distribution, product capabilities, and create synergies.

  • Focused on high-net-worth and mass affluent clients, leveraging technology and a segmented advice model.

  • Part of the Power Corporation group, benefiting from shared intellectual capital and investment opportunities.

Financial performance and growth

  • Consolidated AUM & A including strategic investments reached $562.4B, up 21.8% year-over-year as of Q3 2025.

  • 2024 net earnings available to common shareholders were $934MM, with adjusted EPS of $3.95.

  • Record high quarterly and LTM adjusted EPS in Q3 2025; adjusted EPS for Q3 2025 was $1.27, up 23.3% year-over-year.

  • Net flows for Q3 2025 were $2.4B, with strong contributions from IG Wealth, Mackenzie, ChinaAMC, and Rockefeller.

  • Wealthsimple AUA grew 94% year-over-year; Rockefeller and ChinaAMC client assets each grew 29%.

Capital allocation and shareholder returns

  • Medium-term priorities: invest in core businesses, sustain strong dividends, and opportunistically repurchase shares.

  • $183MM returned to shareholders in Q3 2025 through dividends ($133MM) and share repurchases ($51MM).

  • LTM trailing dividend payout ratio is 51% of adjusted net earnings and 59% of adjusted cash earnings.

  • Gross debt/LTM adjusted EBITDA improved to 1.42x, with unallocated capital of $697.7MM.

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Q4 202513 Feb, 2026
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Frequently asked questions

IGM Financial Inc is a Canadian-based wealth and asset management company providing financial advisory, investment management, and retirement planning services. The company operates through brands such as IG Wealth Management and Mackenzie Investments, serving individuals, businesses, and institutions. IGM Financial distributes investment products and advisory services across Canada. The company is headquartered in Winnipeg, Canada, and its shares are listed on the TSX.

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