IGM Financial (IGM) investor relations material

Strategic priorities and leadership focus

• Growth in asset and wealth management, activation of strategic investments, and disciplined capital allocation are top priorities for the year ahead.

• Emphasis on sharpening focus, moving faster, and allocating resources to highest opportunities, measured by advisor/client outcomes, productivity, efficiency, and earnings growth.

• Recent restructuring aims to simplify the organization and remove CAD 70 million in expenses by 2028, with savings reinvested in people, processes, and AI.

• The future strategy centers on simplification and personalization, leveraging technology to redefine client and advisor experiences.

Competitive positioning and growth drivers

• Operational momentum attributed to strong leadership and strategic execution across six organizations, with material AUM and AUA growth.

• IG Wealth differentiates through a younger advisor demographic, deep planning culture, and omni-channel approach, targeting intergenerational wealth transfer and advisor retirements.

• Mackenzie focuses on a multi-boutique, multi-structure, and multi-channel model, emphasizing investment performance and solution flexibility.

• Both IG and Mackenzie are positioned to benefit from industry trends like wealth transfer, advisor retirements, and business monetization.

Industry trends and transformation

• Three megatrends identified: industry simplification/personalization via AI, an aging advisor population creating an advice gap, and significant capital transfer due to demographic shifts.

• IG's younger advisor base and national presence position it to capture opportunities from the advice gap, while Mackenzie's channel-agnostic approach enables broad market access.

• Both organizations will leverage enterprise-level initiatives to benefit from these trends.