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Igm Financial Inc
447 Portage Avenue
Phone: (204) 956-8328p:204 956-8328 WINNIPEG, MB  R3B 3H5  Canada Ticker: IGMIGM
This is a Subsidiary, click here for the Parent Company
Business Summary
IGM Financial Inc. is a wealth and asset management company supporting advisors and the clients they serve in Canada, and institutional investors globally. The Company provides a range of financial planning and investment management services. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments. Its segments include Wealth Management, Asset Management and Corporate and Other. The Wealth Management segment principally focused on providing financial planning and related services to retail client households. This segment includes IG Wealth Management activities that serve Canadian households through its securities dealer, mutual fund dealer and other subsidiaries licensed to distribute financial products and services. The Asset Management segment primarily focuses on providing investment management services. The Corporate and Other segments primarily represent the investments in Lifeco and Portage Ventures LPs.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
Yes-----Yes

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
3/31/202512/31/2024Yes----

Industries
SIC Code Description
6282 Investment advice
6211 Security brokers, dealers, and flotation companies

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Independent Chairman of the Board R. JeffreyOrr 66 1/1/2012 4/27/2001
President, Chief Executive Officer, Director JamesO'Sullivan 61 9/14/2020 9/14/2020
Chief Financial Officer, Executive Vice President KeithPotter 7/1/2022 7/1/2022
12 additional Officers and Directors records available in full report.

Business Names
Business Name
C7G
Counsel Wealth Management
Cundill Investment Research Ltd.
8 additional Business Names available in full report.

General Information
Number of Employees: 3,651 (As of 12/31/2023)
Outstanding Shares: 236,552,646 (As of 5/8/2025)
Shareholders: 4,467
Stock Exchange: TSE
Fax Number: (204) 949-9594


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Friday, May 23, 2025