IGM Financial (IGM) Investor presentation summary

Strategic positioning and business model

• Holds leadership positions in Canadian wealth and asset management, with diversified earnings from adjacent markets and strategic investments in the U.S., China, and private markets.

• Core businesses IG Wealth Management and Mackenzie Investments drive growth, supported by strategic stakes in Rockefeller, Wealthsimple, ChinaAMC, and Northleaf.

• Strategic investments valued at $8.3B as of September 30, 2025, expand distribution, product capabilities, and create synergies.

• Focused on high-net-worth and mass affluent clients, leveraging technology and a segmented advice model.

• Part of the Power Corporation group, benefiting from shared intellectual capital and investment opportunities.

Financial performance and growth

• Consolidated AUM & A including strategic investments reached $562.4B, up 21.8% year-over-year as of Q3 2025.

• 2024 net earnings available to common shareholders were $934MM, with adjusted EPS of $3.95.

• Record high quarterly and LTM adjusted EPS in Q3 2025; adjusted EPS for Q3 2025 was $1.27, up 23.3% year-over-year.

• Net flows for Q3 2025 were $2.4B, with strong contributions from IG Wealth, Mackenzie, ChinaAMC, and Rockefeller.

• Wealthsimple AUA grew 94% year-over-year; Rockefeller and ChinaAMC client assets each grew 29%.

Capital allocation and shareholder returns

• Medium-term priorities: invest in core businesses, sustain strong dividends, and opportunistically repurchase shares.

• $183MM returned to shareholders in Q3 2025 through dividends ($133MM) and share repurchases ($51MM).

• LTM trailing dividend payout ratio is 51% of adjusted net earnings and 59% of adjusted cash earnings.

• Gross debt/LTM adjusted EBITDA improved to 1.42x, with unallocated capital of $697.7MM.