IGM Financial (IGM) Investor presentation summary

Business overview and strategy

• Operates as a leading wealth and asset management company with a focus on growth, leveraging core businesses and strategic investments to expand distribution, product capabilities, and synergies across the organization.

• Core businesses IG Wealth Management and Mackenzie Investments maintain industry leadership, targeting mass affluent and high-net-worth clients, and expanding through technology and segmented advice models.

• Strategic investments in Rockefeller Capital Management, Wealthsimple, ChinaAMC, and Northleaf diversify earnings and extend reach geographically and generationally.

• Embedded within the Power Corporation group, benefiting from intellectual capital, investment management partnerships, and shared risk opportunities.

Financial highlights and performance

• Consolidated assets under management and advisement (AUM & A) reached $622.1B including strategic investments as of June 30, 2026.

• 2025 adjusted net earnings available to common shareholders were $1,093MM, with adjusted EPS of $4.61 and adjusted EBITDA of $1,756MM.

• Strategic investments valued at approximately $9.7B, with significant stakes in Rockefeller (17.2%), Wealthsimple (25.1%), ChinaAMC (27.8%), and Northleaf (56%).

• Strong earnings growth with a 2-year adjusted EPS CAGR of 14% and a 27% YTD increase in 2026.

Growth model and objectives

• Medium-term financial objective targets 9%+ adjusted EPS CAGR over five years, with core businesses aiming for 7%+ earnings CAGR and strategic investments targeting 15%+ earnings CAGR.

• Broad-based growth has driven AUM & A including strategic investments from $432B in Q2/23 to $622B in Q2/26, with Wealthsimple showing an 81% CAGR.

• Capital allocation priorities include investing in core businesses, increasing return of capital through dividends and share buybacks, and focusing on existing wealth and asset management businesses.