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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.Strategic positioning and growth drivers
Maintains leadership in Canadian wealth and asset management, with diversified earnings from both core and strategic investments.
Consolidated assets under management and advisement (AUM & A) including strategic investments reached $566.2B in 2025, up 17% year-over-year.
Strategic investments in Rockefeller, Wealthsimple, ChinaAMC, and Northleaf expand geographic, generational, and product reach.
Focused on high net worth (HNW) and mass affluent segments, leveraging technology and segmented advice models.
Part of the Power Corporation group, benefiting from shared intellectual capital and distribution arrangements.
Financial performance and capital allocation
Achieved record adjusted EPS of $4.61 in 2025, a 17% increase from 2024, and reported EPS of $4.64.
Adjusted net earnings available to common shareholders reached $1,093MM in 2025.
Returned $827MM to shareholders in 2025 through $533MM in dividends and $294MM in share repurchases.
Increased quarterly dividend by 10% and launched a normal course issuer bid (NCIB) for up to 5% of shares.
Maintained a strong balance sheet with gross debt/adjusted EBITDA at 1.37x and unallocated capital of $996.5MM.
Segment highlights and operational momentum
IG Wealth Management delivered $2.1B in net flows in 2025, with a focus on HNW and mass affluent clients.
Mackenzie Investments achieved $6.7B in net sales, maintaining a leading position in Canadian retail and expanding institutional partnerships.
Rockefeller Capital Management grew client assets by $35.1B, targeting 6-8% organic growth and selective advisor team acquisitions.
Wealthsimple increased assets under administration by 74% since Q4/24, driven by product innovation and millennial engagement.
ChinaAMC and Northleaf contributed strong net flows and commitments, supporting international and private market growth.
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