IGM Financial (IGM) investor relations material

2025 performance highlights

• Achieved nearly CAD 9 billion in net flows, with strong contributions from IG and Mackenzie, and record earnings up 17%.

• Strategic investments saw significant growth: Rockefeller client assets up 34%, Wealthsimple up 75%, ChinaAMC up almost 30%, and Northleaf reached CAD 35 billion in assets.

• Increased dividend by 10%, the first in 11 years, and returned over CAD 800 million to shareholders through buybacks and dividends, targeting CAD 1.1 billion in 2026.

• Business momentum and embedded value remain strong, with improved market understanding and trading performance.

Leadership transition and strategic continuity

• Leadership changes emphasize continuity, with Damon Murchison taking over as CEO and James O'Sullivan moving to Board Chair.

• No expected shifts in strategic or capital allocation priorities in the near term.

• Focus remains on executing existing strategies and maintaining momentum.

AI and digital platform strategy

• AI is a top strategic priority, with investments and partnerships underway to enhance advisor efficiency and client outcomes.

• Upcoming announcements expected regarding AI initiatives.

• AI seen as enhancing, not replacing, human advisors—especially in providing emotional advice and discipline during market volatility.

• Quantitative investment teams are leveraging AI for greater breadth and depth in retail offerings.

• Senior leadership is focused on integrating artificial and human intelligence for better client and advisor experiences.