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IGM Financial (IGM) investor relations material
IGM Financial Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary7 Nov, 2025
Executive summary
Achieved record adjusted EPS of $1.27, up 23.3% year-over-year, and record adjusted net earnings of $301.2 million, with reported EPS of $1.26, up 24.8% year-over-year, driven by strong core business and strategic investments.
Consolidated AUM & A including strategic investments reached $562.4 billion, up 21.8% year-over-year, with Wealthsimple AUA at $100.8 billion (+94%) and Rockefeller client assets up 25%.
Net flows for IG Wealth and Mackenzie totaled $2.4 billion, with IG Wealth and Mackenzie posting double-digit earnings growth.
Returned $183 million to shareholders in Q3 through dividends ($133 million) and share repurchases ($51 million).
Strategic investments in Wealthsimple, Rockefeller, ChinaAMC, and Northleaf delivered robust client asset growth and significant value increases.
Financial highlights
Adjusted net earnings available to common shareholders rose 23% year-over-year to $301.2 million, with Wealth Management segment up 24% and Asset Management up 15%.
IG Wealth posted $426 million in net flows, marking the fifth consecutive quarter of positive net flows.
Mackenzie Investments reached record AUM & A of $239.5 billion (+12.9% year-over-year), with $2 billion in net sales and $2.3 billion in mutual fund gross sales.
ChinaAMC’s AUM grew 28% year-over-year to RMB 3,007 billion, maintaining #2 market share in China.
Northleaf AUM increased 16% year-over-year to $34.4 billion, with $5.2 billion in fundraising over the last twelve months.
Outlook and guidance
Expense growth guidance maintained at 4% for the full year; IG Wealth targets ~2.5% and Mackenzie ~6% expense growth, with 2026 guidance to be provided in February.
Expecting to return increasing amounts of capital to shareholders in 2026, with a capital plan to be presented to the board in February.
Management anticipates continued positive momentum in core businesses and strategic investments.
Quantify strategic investment value creation
Analyze net flow turnaround drivers
Explain adjusted earnings 'Other items'
Detail IGM's 2026 capital return strategy
Wealthsimple ownership: Any future changes expected?
Mackenzie retail flows: What drives next level growth?
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Next IGM Financial earnings date
Q4 20256 Feb, 2026
Next IGM Financial earnings date
Q4 20256 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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