IGM Financial (IGM) Investor presentation summary

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.