{"product_id":"igmfinancial-business-model-canvas","title":"IGM Financial Business Model Canvas","description":"\u003cdiv class=\"pr-shrt-dscr-wrapper orange\"\u003e\n\u003csection class=\"pr-shrt-dscr-box\"\u003e\n\u003cdiv class=\"pr-shrt-dscr-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Magnifier-Icon.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eBusiness Model Canvas for a leading wealth manager: scale services, monetize client trust\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"pr-shrt-dscr-content\"\u003e\n\u003cp\u003eUnlock the strategic blueprint behind IGM Financial with our concise Business Model Canvas—three sentences that map how it creates client value, scales wealth management services, and monetizes trust. Perfect for investors and strategists seeking actionable insights; download the full Canvas to apply these tactics directly.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-1_new_design\"\u003e\n\u003cdiv class=\"frst_big_letter_heading\"\u003e\n\u003ch2\u003e\n\u003cspan class=\"frst_big_letter_letter green\"\u003eP\u003c\/span\u003e\u003cspan class=\"frst_big_letter_text\"\u003eartnerships\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-wrapper green\"\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003ePower Corp ecosystem alliances\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eLeverages relationships with Power Corporation affiliates—Power Corporation remained IGM's majority shareholder in 2024 (\u0026gt;50%)—to share capabilities, distribution reach and strategic investments. This alliance expands product breadth, balance sheet flexibility and data insights, enabling cross-referrals across wealth, insurance and institutional channels. It supports scale economies and faster innovation deployment across the group.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eSub-advisors and index providers\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003ePartners with specialist asset managers and benchmark licensors to broaden strategies, leveraging IGM Financial’s scale with over C$200 billion in AUM to access niche asset classes, factor and passive exposures. This partnership mix improves risk-adjusted outcomes and product differentiation while strengthening institutional credibility and due diligence depth.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-1_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Image.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eCustodians, transfer agents, and platforms\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eIGM partners with custodial banks, fund administrators, and recordkeepers to secure operations and compliance, supporting its roughly CAD 212 billion in assets under administration as of 2024. It ensures accurate trade settlement, NAV calculations, and regulatory reporting through daily reconciliation and automated fund accounting. Integration with dealer platforms and retirement plan providers expands distribution across dealer networks and workplace savings. Streamlined back‑office processes improve accuracy and client experience while reducing settlement risk.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-green-section\"\u003e\n\u003cdiv class=\"product-box-green-section4\"\u003e\n\u003cdiv class=\"title-row-green-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eFinancial advisors and dealer networks\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003eIGM Financial leverages IG Wealth Management and Investment Planning Counsel advisor forces to build referral loops, align practice management and compliance, and expand regional coverage and segment specialization; the advice-led distribution supports IGM's CA$258 billion in AUA\/AUM (2024) and a national advisor network.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eReferral loops\u003c\/li\u003e\n\u003cli\u003ePractice management \u0026amp; compliance\u003c\/li\u003e\n\u003cli\u003eRegional \u0026amp; segment expansion\u003c\/li\u003e\n\u003cli\u003eAdvice-led trusted distribution\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-green-section4\"\u003e\n\u003cdiv class=\"title-row-green-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eFintech, data, and cybersecurity vendors\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003eIGM Financial leverages fintech, data, and cybersecurity vendors for digital onboarding, planning tools, and analytics, boosting personalization and client engagement across its platforms.\u003c\/p\u003e\n\u003cp\u003eThese partnerships raise advisor productivity, strengthen regulatory-grade data governance and cyber defense, and accelerate time-to-market for new client features; IGM reported approximately CAD 302 billion AUMA in 2024.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003ePartner focus: digital onboarding, analytics, planning\u003c\/li\u003e\n\u003cli\u003eBenefits: personalization, productivity, engagement\u003c\/li\u003e\n\u003cli\u003eRisk control: cyber defense, data governance\u003c\/li\u003e\n\u003cli\u003eImpact: faster feature rollout; AUMA ~CAD 302B (2024)\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eMajority-backed wealth platform fuels advisor-led growth with \u003cstrong\u003eCA$258B\u003c\/strong\u003e AUM and \u003cstrong\u003eCA$302B\u003c\/strong\u003e AUMA\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eLeverages Power Corporation majority (\u0026gt;50% in 2024) for cross-referrals and scale. Partners with specialist managers and custodians to support advisor-led distribution and ~CAD 212B AUA \/ CA$258B AUA\/AUM. Fintech and cyber vendors underpin personalization and CA$302B AUMA agility.\u003c\/p\u003e\n\u003ctable class=\"tbl_prdct green_head blur_tbl\"\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003eMetric\u003c\/th\u003e\n\u003cth\u003e2024\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003ePower stake\u003c\/td\u003e\n\u003ctd\u003e\u0026gt;50%\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAUA\/AUM\u003c\/td\u003e\n\u003ctd\u003eCA$258B\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAUA\u003c\/td\u003e\n\u003ctd\u003eCAD 212B\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAUMA\u003c\/td\u003e\n\u003ctd\u003eCA$302B\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-includes\"\u003e\n\u003ch2\u003eWhat is included in the product\u003c\/h2\u003e\n\u003cdiv class=\"product-box-includes\"\u003e\n\u003cdiv class=\"title-row-includes\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Word-Icon.svg\" alt=\"Word Icon\"\u003e\n\u003cstrong\u003eDetailed Word Document\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-includes\"\u003e\n\u003cp\u003eA comprehensive Business Model Canvas for IGM Financial outlining customer segments, value propositions, channels, revenue streams and key resources across the 9 BMC blocks. Includes competitive advantage analysis, linked SWOT insights and practical narratives for investor presentations and strategic decision-making.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"plus-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Plus-Icon.svg\" alt=\"Plus Icon\"\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-includes\"\u003e\n\u003cdiv class=\"title-row-includes\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Excel-Icon.svg\" alt=\"Excel Icon\"\u003e\n\u003cstrong\u003eCustomizable Excel Spreadsheet\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-includes\"\u003e\n\u003cp\u003eHigh-level view of IGM Financial’s business model with editable cells to quickly identify core components, condense strategy into a digestible format, and save hours of formatting—ideal for boardrooms, teams, or comparing competitors side-by-side.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-2_new_design\"\u003e\n\u003cdiv class=\"frst_big_letter_heading\"\u003e\n\u003ch2\u003e\n\u003cspan class=\"frst_big_letter_letter orange\"\u003eA\u003c\/span\u003e\u003cspan class=\"frst_big_letter_text\"\u003ectivities\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-wrapper orange\"\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003ePortfolio and risk management\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eDesigns, allocates and monitors multi-asset portfolios across retail and institutional mandates, executing security selection, systematic rebalancing and risk controls to maintain mandate risk profiles.\u003c\/p\u003e\n\u003cp\u003eIntegrates ESG and factor insights into portfolio construction and stewardship; in 2024 ESG-labelled strategies continued to represent a growing share of flows industry-wide.\u003c\/p\u003e\n\u003cp\u003eTargets consistent performance net of fees and taxes, with portfolio governance focused on downside protection, liquidity management and adherence to client-specific tax objectives.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eFinancial planning and advice\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eIGM Financial delivers holistic plans covering retirement, tax, estate and insurance, serving clients within a franchise that manages over C$200 billion in assets under management and administration (2024). Advisors conduct discovery, goal setting and scenario analysis, then align investment strategy to objectives and risk tolerance. Ongoing plan updates are provided as circumstances change to maintain target outcomes.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-2_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Image.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eProduct development and innovation\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eBuilds mutual funds, ETFs, model portfolios, alts and SMAs across IGM\/Mackenzie platforms, serving over 3,200 licensed advisors and more than CAD 140 billion in AUM\/AUA (2023). Conducts continuous market research, pricing analysis and quarterly compliance reviews to align products with regulation. Structures tax-efficient, outcome-oriented solutions and refreshes the shelf regularly to meet evolving client demand.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-orange-section\"\u003e\n\u003cdiv class=\"product-box-orange-section4\"\u003e\n\u003cdiv class=\"title-row-orange-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eDistribution, marketing, and education\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cp\u003eEquips advisors with turnkey campaigns, content, and events to drive client acquisition and retention, integrating digital channels, seminars, and thought leadership to generate demand.\u003c\/p\u003e\n\u003cp\u003eProvides client literacy tools and resources to improve financial understanding and engagement, while structured nurture programs deepen wallet share and move prospects through the pipeline.\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eAdvisor enablement\u003c\/li\u003e\n\u003cli\u003eDigital demand generation\u003c\/li\u003e\n\u003cli\u003eClient education tools\u003c\/li\u003e\n\u003cli\u003ePipeline nurturing\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-orange-section4\"\u003e\n\u003cdiv class=\"title-row-orange-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eOperations, compliance, and reporting\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cp\u003eIGM Financial, listed on the TSX as IGM and headquartered in Toronto, runs trading, settlement and client service at scale while maintaining KYC, AML and fiduciary standards. It produces timely client statements and regulatory filings (SEDAR+) and continues investing in automation and data-quality initiatives to reduce operational errors.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eScale: centralized trading\/settlement\u003c\/li\u003e\n\u003cli\u003eCompliance: KYC\/AML\/fiduciary\u003c\/li\u003e\n\u003cli\u003eReporting: quarterly SEDAR+ filings\u003c\/li\u003e\n\u003cli\u003eTech: automation \u0026amp; data-quality investments\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eESG-integrated, tax-efficient multi-asset portfolios supporting \u003cstrong\u003eC$200B\u003c\/strong\u003e\n\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eDesigns and manages multi-asset portfolios, integrating ESG\/factor insights and tax-efficient structures to meet client mandates. Delivers holistic financial planning via 3,200+ advisors across retirement, tax, estate and insurance services. Runs centralized trading, settlement, compliance and reporting, supporting C$200B AUM\/AUA (2024).\u003c\/p\u003e\n\u003ctable class=\"tbl_prdct green_head blur_tbl\"\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003eMetric\u003c\/th\u003e\n\u003cth\u003eValue\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eAUM\/AUA (2024)\u003c\/td\u003e\n\u003ctd\u003eC$200B\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAdvisors\u003c\/td\u003e\n\u003ctd\u003e3,200+\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eMackenzie AUM (2023)\u003c\/td\u003e\n\u003ctd\u003eCAD140B\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-1_new_design\"\u003e\n\u003ch2\u003e\n\u003cspan style=\"color: #3BB77E;\"\u003eDelivered as Displayed\u003c\/span\u003e\u003cbr\u003e Business Model Canvas\u003c\/h2\u003e\n\u003cp\u003eThe IGM Financial Business Model Canvas preview shown here is the exact document you'll receive after purchase. It’s not a mockup—this is the live deliverable, fully structured and populated. Upon purchase you’ll receive the same file, ready to edit and use in Word and Excel.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-1_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Explore-Preview.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-1_new_design\"\u003e\n\u003cdiv class=\"frst_big_letter_heading\"\u003e\n\u003ch2\u003e\n\u003cspan class=\"frst_big_letter_letter green\"\u003eR\u003c\/span\u003e\u003cspan class=\"frst_big_letter_text\"\u003eesources\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-wrapper orange\"\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Resources-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eAdvisor network and client relationships\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eThousands of licensed advisors and planners drive acquisition and retention at IGM, leveraging a deep local presence and long-term trust that underpins referrals; this relationship capital fuels cross-sell and multi-generational planning. As of 2024 IGM supports over C$200 billion in client assets, with advisor networks generating the majority of organic growth and high client retention rates. Relationship-based referrals and embedded local trust are difficult to replicate.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Resources-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eInvestment teams and intellectual capital\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eExperienced portfolio managers, analysts and quants cover equity, fixed income and multi-asset strategies, supporting IGM’s product breadth and client segments. Proprietary research, valuation models and risk systems underpin active decisions and stress testing across portfolios. Institutional-grade governance and oversight committees drive compliance and process rigor. As of 2024 IGM manages and administers over C$100 billion, reinforcing performance credibility.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-1_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Resources-Image.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Resources-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eBrands and distribution franchises\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eIG Wealth Management, Mackenzie Investments and IPC carry strong recognition within IGM Financial, collectively supporting over CAD 200 billion in assets under management and administration in 2024. The multi-brand strategy serves diverse client segments and channels, boosting distribution reach across wealth, institutional and dealer platforms. This breadth enhances negotiating power with partners and platforms and strengthens client confidence and advisor recruitment.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-green-section\"\u003e\n\u003cdiv class=\"product-box-green-section4\"\u003e\n\u003cdiv class=\"title-row-green-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Resources-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eTechnology platforms and data\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003eTechnology platforms — planning tools, CRM, client portals and mobile apps — enable IGM to scale advice delivery, with McKinsey 2024 noting digital wealth platforms can cut servicing costs by up to 25% and boost client engagement. Data lakes and analytics support personalization and compliance oversight, while API integrations link to custodians and marketplaces to streamline execution. These capabilities lower unit costs and improve client experience.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eDigital cost reduction: McKinsey 2024 ~25%\u003c\/li\u003e\n\u003cli\u003eInvestor mobile adoption: Deloitte 2024 ~65%\u003c\/li\u003e\n\u003cli\u003eAPI connectivity: custody \u0026amp; marketplace integration\u003c\/li\u003e\n\u003cli\u003eData-driven personalization \u0026amp; oversight\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-green-section4\"\u003e\n\u003cdiv class=\"title-row-green-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Resources-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eRegulatory licenses and trust infrastructure\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003eRegistered entities and compliant processes give IGM market access while managing over CAD 200 billion in client assets (2024). Robust risk, audit and cybersecurity frameworks protect clients and operations. Strong insurer and banking relationships expand product solutions and reinforce reputation and resilience.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eMarket access: registered entities\u003c\/li\u003e\n\u003cli\u003eSafeguards: risk, audit, cybersecurity\u003c\/li\u003e\n\u003cli\u003eDistribution: insurer \u0026amp; banking partners\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Resources-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eLicensed advisors + digital platforms: over \u003cstrong\u003eC$200B\u003c\/strong\u003e, \u003cstrong\u003e25%\u003c\/strong\u003e lower costs\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eThousands of licensed advisors, deep local trust and cross-sell drive IGM’s organic growth; IGM supports over C$200 billion in client assets (2024). Experienced portfolio teams + proprietary risk systems manage and administer over C$100 billion (2024). Digital platforms, APIs and data lakes lower unit costs (McKinsey 2024 ~25%) and enable personalization (Deloitte 2024 mobile adoption ~65%).\u003c\/p\u003e\n\u003ctable class=\"tbl_prdct green_head blur_tbl\"\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003eMetric\u003c\/th\u003e\n\u003cth\u003e2024\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eClient assets (AUA)\u003c\/td\u003e\n\u003ctd\u003eover C$200B\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eManaged\/administered\u003c\/td\u003e\n\u003ctd\u003eover C$100B\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAdvisor base\u003c\/td\u003e\n\u003ctd\u003ethousands\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eDigital cost reduction\u003c\/td\u003e\n\u003ctd\u003e~25% (McKinsey 2024)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-2_new_design\"\u003e\n\u003cdiv class=\"frst_big_letter_heading\"\u003e\n\u003ch2\u003e\n\u003cspan class=\"frst_big_letter_letter orange\"\u003eV\u003c\/span\u003e\u003cspan class=\"frst_big_letter_text\"\u003ealue Propositions\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-wrapper orange\"\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Value-Propositions-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eHolistic, goals-based advice\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eIGM Financial delivers holistic, goals-based advice with end-to-end planning across investments, tax, estate and protection, leveraging a platform managing over CAD 200 billion in assets. Personalized strategies adapt to life events via client-specific scenarios and dynamic rebalancing. Clear roadmaps include milestone-based progress tracking and reporting, giving clients measurable confidence to achieve long-term goals.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Value-Propositions-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eDiverse, institutionally managed products\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eIGM Financial offers diverse, institutionally managed products across active, passive and alternative strategies, with over 200 investment solutions spanning funds, ETFs, model portfolios and bespoke mandates.\u003c\/p\u003e\n\u003cp\u003ePortfolios are underpinned by rigorous research and enterprise-wide risk management, leveraging quantitative and fundamental teams to meet institutional standards.\u003c\/p\u003e\n\u003cp\u003eDesigns are tax-aware and outcome-focused, targeting income, growth or liability-matching objectives for retail and institutional clients.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-2_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Value-Propositions-Image.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Value-Propositions-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eAdvisor-led plus digital convenience\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eIGM combines advisor-led human guidance with modern digital platforms and tools, aligning with Deloitte 2024 finding that 65% of investors prefer a hybrid model. Seamless onboarding, reporting and reviews are enabled through integrated workflows and client portals. Omni-channel service meets client preferences across phone, branches and apps. Efficient, transparent interactions reduce friction and improve retention.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-orange-section\"\u003e\n\u003cdiv class=\"product-box-orange-section4\"\u003e\n\u003cdiv class=\"title-row-orange-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Value-Propositions-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eConsistency and scale advantages\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cp\u003eIGM Financial leverages scale—with AUM\/AUA exceeding CAD 200 billion in 2024—to secure lower unit costs and premium manager access, while standardized, documented processes reduce operational risk and ensure consistent execution. Stable ownership from Power Corporation supports multi-decade strategic planning and reliable client service through market cycles.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eScale: CAD 200B+ AUM\/AUA (2024)\u003c\/li\u003e\n\u003cli\u003eEfficiency: lower expense ratios\u003c\/li\u003e\n\u003cli\u003eRisk: standardized operations\u003c\/li\u003e\n\u003cli\u003eGovernance: long-term ownership\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-orange-section4\"\u003e\n\u003cdiv class=\"title-row-orange-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Value-Propositions-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eEducation and thought leadership\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cp\u003eEducation and thought leadership at IGM Financial (TSX: IGM) delivers timely insights that demystify complex financial topics, with workshops, webinars and research boosting investor literacy and empowering informed decisions. These programs drive stronger client engagement and position the firm as a trusted partner, supporting IGM’s stewardship of client assets.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eIGM ticker: IGM\u003c\/li\u003e\n\u003cli\u003ePrograms: workshops, webinars, research\u003c\/li\u003e\n\u003cli\u003eOutcome: higher literacy, engagement\u003c\/li\u003e\n\u003cli\u003ePositioning: trusted partner\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Value-Propositions-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eCanadian wealth manager with \u003cstrong\u003eCAD 200B+\u003c\/strong\u003e AUM and preferred hybrid advisor model\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eIGM delivers holistic, goals-based advice with CAD 200B+ AUM (2024) and 200+ investment solutions, enabling personalized, milestone-driven plans. A hybrid advisor+digital model—preferred by 65% of investors (Deloitte 2024)—powers seamless onboarding, reporting and omni-channel servicing. Enterprise research, risk management and scale drive lower expense ratios and long-term stability under Power Corporation ownership.\u003c\/p\u003e\n\u003ctable class=\"tbl_prdct green_head blur_tbl\"\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003eMetric\u003c\/th\u003e\n\u003cth\u003eValue\u003c\/th\u003e\n\u003cth\u003eSource\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eAUM\u003c\/td\u003e\n\u003ctd\u003eCAD 200B+\u003c\/td\u003e\n\u003ctd\u003eIGM 2024\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eSolutions\u003c\/td\u003e\n\u003ctd\u003e200+\u003c\/td\u003e\n\u003ctd\u003eIGM 2024\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eHybrid preference\u003c\/td\u003e\n\u003ctd\u003e65%\u003c\/td\u003e\n\u003ctd\u003eDeloitte 2024\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eOwnership\u003c\/td\u003e\n\u003ctd\u003ePower Corporation\u003c\/td\u003e\n\u003ctd\u003eIGM filings 2024\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-1_new_design\"\u003e\n\u003cdiv class=\"frst_big_letter_heading\"\u003e\n\u003ch2\u003e\n\u003cspan class=\"frst_big_letter_letter green\"\u003eC\u003c\/span\u003e\u003cspan class=\"frst_big_letter_text\"\u003eustomer Relationships\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-wrapper orange\"\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Customer-Relationships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eDedicated advisor relationships\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eClients are matched with dedicated advisors for ongoing support, leveraging IGM Financials scale with over CAD 200 billion in assets under management to personalize advice. Regular portfolio reviews keep allocations aligned with client goals and risk tolerance. Proactive outreach during market shifts helps rebalance holdings and seize opportunities. This advisor-led model strengthens trust and drives long-term retention.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Customer-Relationships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eLifecycle planning cadence\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eLifecycle planning cadence: structured check-ins tied to key milestones (onboarding, life events, annual reviews) ensure timely updates to cash flow, risk and estate plans; IGM Financial managed roughly CAD 227.5 billion in AUM\/AUA in 2024, underscoring scale. Scenario testing for major decisions (retirement, sale, market shocks) is embedded to stress-test outcomes. Regular cadence keeps plans current and immediately actionable.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-1_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Customer-Relationships-Image.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Customer-Relationships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eSelf-service plus assisted service\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eClient portals provide 24\/7 access to accounts, supporting IGM Financial’s AUA of C$301.7 billion as at Dec 31, 2023. Advisors and service desks step in to resolve complex needs beyond self-service. In-app messaging and scheduling streamline contact, reducing friction and wait times. This hybrid model balances scalability with high-touch advice for complex client issues.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-green-section\"\u003e\n\u003cdiv class=\"product-box-green-section4\"\u003e\n\u003cdiv class=\"title-row-green-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Customer-Relationships-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eEducation-centric engagement\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003eEducation-centric engagement provides guides, calculators and market insights, and hosts seminars and digital events to boost investor knowledge and collaborative decision-making. This approach fosters joint advisor-client planning, deepening loyalty and increasing share of wallet. As of 2024 IGM Financial trades on the TSX under ticker IGM.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eGuides, calculators, insights\u003c\/li\u003e\n\u003cli\u003eLive and digital seminars\u003c\/li\u003e\n\u003cli\u003eCollaborative decision-making\u003c\/li\u003e\n\u003cli\u003eHigher loyalty and wallet share\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-green-section4\"\u003e\n\u003cdiv class=\"title-row-green-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Customer-Relationships-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eInstitutional relationship management\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003eDedicated institutional teams serve pensions, endowments and intermediaries with customized reporting, governance support, tailored mandates and service-level agreements, enhancing credibility with consultants and fiduciaries; institutional mandates accounted for CAD 120 billion of managed assets in 2024. Reporting automation and SLA metrics reduce turnaround times and improve oversight. Relationship managers coordinate consultant due diligence and RFP responses to win mandates.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eDedicated teams\u003c\/li\u003e\n\u003cli\u003eCustom reporting \u0026amp; governance\u003c\/li\u003e\n\u003cli\u003eTailored mandates \u0026amp; SLAs\u003c\/li\u003e\n\u003cli\u003eCAD 120B institutional mandates (2024)\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Customer-Relationships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eAdvisor-led high-touch service with \u003cstrong\u003eC$227.5B\u003c\/strong\u003e AUM \u0026amp; \u003cstrong\u003eC$120B\u003c\/strong\u003e mandates\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eAdvisor-led, high-touch relationships with lifecycle check-ins and proactive outreach leverage IGM Financial’s scale (C$227.5B AUM\/AUA in 2024) to drive retention and personalized advice. Hybrid self-service portals plus advisor escalation balance efficiency and complexity. Dedicated institutional teams manage C$120B mandates with SLAs and custom reporting, strengthening consultant trust.\u003c\/p\u003e\n\u003ctable class=\"tbl_prdct green_head blur_tbl\"\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003eMetric\u003c\/th\u003e\n\u003cth\u003eValue\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eTotal AUM\/AUA (2024)\u003c\/td\u003e\n\u003ctd\u003eC$227.5B\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAUA (Dec 31, 2023)\u003c\/td\u003e\n\u003ctd\u003eC$301.7B\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eInstitutional mandates (2024)\u003c\/td\u003e\n\u003ctd\u003eC$120B\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-2_new_design\"\u003e\n\u003cdiv class=\"frst_big_letter_heading\"\u003e\n\u003ch2\u003e\n\u003cspan class=\"frst_big_letter_letter orange\"\u003eC\u003c\/span\u003e\u003cspan class=\"frst_big_letter_text\"\u003ehannels\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-wrapper orange\"\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Channels-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eAdvisor-led distribution\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eIG Wealth Management and IPC advisors originate the majority of IGM client relationships, with an advisor network of over 4,700 and roughly CAD 280 billion in assets under administration in 2024; face-to-face and virtual engagements drive high conversion rates, supported by local offices that provide community presence and refer complex, high-trust sales to integrated planning teams.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Channels-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eDirect digital platforms\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eDirect digital platforms—client web portals and mobile apps—streamline onboarding and ongoing service for IGM Financial, supporting account openings, portfolio views and secure messaging; in 2024 roughly 70% of Canadian investors reported using digital channels for wealth needs. Digital marketing nurtures leads and education, while e-signature and automated workflows cut paperwork and processing times, improving scalability and client satisfaction.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-2_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Channels-Image.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Channels-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eThird-party platforms and dealers\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eMackenzie products are distributed via external advisors and third-party platforms, expanding reach into independent channels and integrating with major fund supermarkets and retirement plans; this distribution helps diversify inflows across regions and channels, with IGM Financial reporting over CA$200 billion in assets under administration and management in 2024.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-orange-section\"\u003e\n\u003cdiv class=\"product-box-orange-section4\"\u003e\n\u003cdiv class=\"title-row-orange-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Channels-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eWorkplace and affinity programs\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cp\u003ePartners with employers and associations for group education, leveraging IG Wealth Management and Mackenzie channels to generate warm leads for planning services and improve client conversion.\u003c\/p\u003e\n\u003cp\u003eOffers seminars and digital financial wellness tools that drive engagement and serve as a bridge to retail advisor relationships and long-term AUA growth.\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003egroup-education\u003c\/li\u003e\n\u003cli\u003ewarm-leads\u003c\/li\u003e\n\u003cli\u003eseminars-tools\u003c\/li\u003e\n\u003cli\u003eretail-bridge\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-orange-section4\"\u003e\n\u003cdiv class=\"title-row-orange-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Channels-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eContent and thought leadership\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cp\u003eResearch reports, podcasts and webinars attract and retain advisors and investors by delivering actionable insights and continuing education; webinar attendance and podcast engagement grew in 2024 as on-demand formats became primary channels for professional audiences. SEO and social amplify reach, with organic search driving about 53% of website traffic in 2024 (BrightEdge). This content positions IGM as a trusted expert and directly supports advisor prospecting and client stickiness through lead capture and ongoing engagement.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eResearch: authority building, lead magnet\u003c\/li\u003e\n\u003cli\u003ePodcasts\/webinars: retention and education\u003c\/li\u003e\n\u003cli\u003eSEO\/social: 53% organic traffic (2024)\u003c\/li\u003e\n\u003cli\u003eBusiness impact: advisor prospecting, client stickiness\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Channels-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003e\n\u003cstrong\u003e4,700\u003c\/strong\u003e advisors, \u003cstrong\u003eCA$280bn\u003c\/strong\u003e; \u003cstrong\u003e70%\u003c\/strong\u003e digital\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eIG Wealth and IPC drive core relationships via 4,700 advisors and CA$280 billion AUA (2024); face-to-face and virtual meetings plus local offices convert high-trust sales. Digital portals and automated workflows support onboarding with ~70% of investors using digital channels (2024). Mackenzie widens reach via third-party platforms (CA$200bn AUA) while content\/SEO (53% organic) fuels advisor leadgen.\u003c\/p\u003e\n\u003ctable class=\"tbl_prdct green_head blur_tbl\"\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003eChannel\u003c\/th\u003e\n\u003cth\u003eMetric\u003c\/th\u003e\n\u003cth\u003e2024\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eAdvisor network\u003c\/td\u003e\n\u003ctd\u003eAdvisors\u003c\/td\u003e\n\u003ctd\u003e4,700\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eIG AUA\u003c\/td\u003e\n\u003ctd\u003eAssets under administration\u003c\/td\u003e\n\u003ctd\u003eCA$280bn\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eDigital\u003c\/td\u003e\n\u003ctd\u003eUser adoption\u003c\/td\u003e\n\u003ctd\u003e70%\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eMackenzie\u003c\/td\u003e\n\u003ctd\u003eAUA\u003c\/td\u003e\n\u003ctd\u003eCA$200bn\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eSEO\u003c\/td\u003e\n\u003ctd\u003eOrganic web traffic\u003c\/td\u003e\n\u003ctd\u003e53%\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-1_new_design\"\u003e\n\u003cdiv class=\"frst_big_letter_heading\"\u003e\n\u003ch2\u003e\n\u003cspan class=\"frst_big_letter_letter green\"\u003eC\u003c\/span\u003e\u003cspan class=\"frst_big_letter_text\"\u003eustomer Segments\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-wrapper orange\"\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Customer-Segments-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eMass affluent households\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eProfessionals and families in the mass affluent cohort, defined in 2024 as households with investable assets of roughly 100,000–1,000,000 CAD, seek comprehensive financial plans covering saving, retirement and education. They are typically in the accumulation stage with rising investable assets and prioritize convenience and trusted guidance via advisory platforms. For IGM, this segment forms a scalable core customer base driving fee income and cross‑sell opportunities.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Customer-Segments-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eHigh-net-worth and business owners\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eHigh-net-worth individuals and business owners present complex needs across tax, estate planning, and liquidity events, requiring bespoke portfolios and close coordination with tax, legal, and M\u0026amp;A specialists.\u003c\/p\u003e\n\u003cp\u003eThey expect white-glove service, discretion, and integrated wealth solutions that IGM manages within its AUA of CAD 248.2 billion as of 2024.\u003c\/p\u003e\n\u003cp\u003eThese clients typically deliver materially higher revenue per relationship, driving prioritized advisory resources and tailored fee structures.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-1_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Customer-Segments-Image.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Customer-Segments-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eRetirees and pre-retirees\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eRetirees and pre-retirees prioritize income sustainability and tight risk control, favoring laddered fixed-income and low-volatility multi-asset solutions; in 2024 Canadians aged 65+ exceeded 18% of the population, increasing demand for retirement income strategies. They require tax-efficient withdrawal and healthcare cost planning and prefer steady, frequent communication during market volatility. Engagements are long-duration, with advisory relationships often spanning decades.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-green-section\"\u003e\n\u003cdiv class=\"product-box-green-section4\"\u003e\n\u003cdiv class=\"title-row-green-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Customer-Segments-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eInstitutional and sub-advised clients\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003eInstitutional and sub-advised clients — pensions, endowments and platform providers — seek mandate solutions with strong governance, transparent reporting and proven track record; mandates commonly exceed CAD 50m and are fee-sensitive. Consultant influence remains high, shaping selection criteria and RFP outcomes in 2024. IGM must demonstrate audit-ready reporting and multi-year performance vs benchmarks.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003ePensions\/endowments: mandates \u0026gt; CAD 50m\u003c\/li\u003e\n\u003cli\u003eFee sensitivity: high\u003c\/li\u003e\n\u003cli\u003eConsultant-influenced: prevalent in 2024\u003c\/li\u003e\n\u003cli\u003eKey demands: governance, reporting, track record\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-green-section4\"\u003e\n\u003cdiv class=\"title-row-green-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Customer-Segments-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eFinancial advisors and intermediaries\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003eFinancial advisors and intermediaries consume IGM products, models and practice support, requiring ongoing training, co‑branded marketing and high service reliability to retain client flows; in 2024 IGM’s advisor network of roughly 4,000 advisors supported distribution into an AUA\/AUM base near CAD 200 billion, making them gatekeepers to end clients and essential for shelf access and net flows.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eRole: gatekeepers to end clients\u003c\/li\u003e\n\u003cli\u003eNeeds: training, marketing, reliable service\u003c\/li\u003e\n\u003cli\u003eImpact: critical for shelf access and net flows\u003c\/li\u003e\n\u003cli\u003eScale: ~4,000 advisors; ~CAD 200B AUA\/AUM (2024)\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Customer-Segments-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eMass‑affluent \u0026amp; HNW demand income and bespoke mandates; advisors manage \u003cstrong\u003eCAD 248.2B\u003c\/strong\u003e\n\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eMass‑affluent (CAD 100k–1M) drive scalable fee income; HNW\/business owners need bespoke tax\/estate solutions; retirees (65+ \u0026gt;18% of Canadians) demand income-focused, low‑volatility products; institutions\/pensions require mandates \u0026gt;CAD 50m with governance and fee sensitivity. IGM AUA CAD 248.2B (2024); advisor network ~4,000 supporting ~CAD 200B.\u003c\/p\u003e\n\u003ctable class=\"tbl_prdct green_head blur_tbl\"\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003eSegment\u003c\/th\u003e\n\u003cth\u003e2024 metric\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eMass affluent\u003c\/td\u003e\n\u003ctd\u003eCAD 100k–1M investable\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eHNW\/business\u003c\/td\u003e\n\u003ctd\u003e bespoke mandates\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eRetirees\u003c\/td\u003e\n\u003ctd\u003e65+ = \u0026gt;18% population\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eInstitutions\u003c\/td\u003e\n\u003ctd\u003eMandates \u0026gt;CAD 50m\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eIGM scale\u003c\/td\u003e\n\u003ctd\u003eAUA CAD 248.2B; ~4,000 advisors\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-2_new_design\"\u003e\n\u003cdiv class=\"frst_big_letter_heading\"\u003e\n\u003ch2\u003e\n\u003cspan class=\"frst_big_letter_letter orange\"\u003eC\u003c\/span\u003e\u003cspan class=\"frst_big_letter_text\"\u003eost Structure\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-wrapper orange\"\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Cost-Structure-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eAdvisor compensation and distribution\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eAdvisor compensation (commissions and grids with typical payout ranges of 40–60% of product revenue) plus practice support are IGM’s largest variable cost, reflecting industry norms in 2024; training, recruitment and office expenses drive ongoing fixed-to-variable spend; events and marketing (typically low-double-digit percentages of distribution budgets) are deployed to grow AUA and net new advice clients.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Cost-Structure-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eInvestment management and research\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003ePortfolio management salaries and systems are a principal fixed cost for IGM Financial, which managed roughly CAD 150 billion in assets in 2024; these teams and platforms underpin active decision-making. Data feeds, analytics, and ESG diligence have grown as material line items to support risk-adjusted returns. Trading, custody and benchmark licensing add variable fees measured in basis points and directly affect net performance. Together these costs are central to sustaining performance delivery and client retention.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-2_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Cost-Structure-Image.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Cost-Structure-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eTechnology and operations\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eIGM allocates material spend to platforms, cloud, and cybersecurity to protect ~CA$284 billion AUM (Dec 31, 2024), with automation, CRM, and reporting tools reducing manual workflows and improving advisor productivity. Custody, transfer agency and admin fees remain recurring per-account costs, but scale lowers per-account costs as fixed tech and operations investments spread across a growing client base. \u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-orange-section\"\u003e\n\u003cdiv class=\"product-box-orange-section4\"\u003e\n\u003cdiv class=\"title-row-orange-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Cost-Structure-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eRegulatory, risk, and compliance\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cp\u003eRegulatory, risk, and compliance costs at IGM Financial cover KYC\/AML programs, external and internal audits, and retained legal counsel to manage enforcement risk and contractual obligations. They fund robust recordkeeping and timely regulatory filings to meet Canadian securities and FINTRAC requirements. Ongoing supervisory controls and insurance preserve license integrity and market access.\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eKYC\/AML programs\u003c\/li\u003e\n\u003cli\u003eAudits and legal counsel\u003c\/li\u003e\n\u003cli\u003eRecordkeeping \u0026amp; filings\u003c\/li\u003e\n\u003cli\u003eSupervisory controls \u0026amp; insurance\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-orange-section4\"\u003e\n\u003cdiv class=\"title-row-orange-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Cost-Structure-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eCorporate and brand marketing\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cp\u003eCorporate and brand marketing at IGM covers advertising, branded content, and sponsorships to drive demand and amplify distribution partners.\u003c\/p\u003e\n\u003cp\u003ePublic relations and thought leadership programs position IGM as a trusted advisor while client education programs increase retention and product uptake.\u003c\/p\u003e\n\u003cp\u003eIn 2024 the firm prioritized digital channels and advisor-facing content to support net-new flows and lifetime client value.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eAdvertising: demand generation\u003c\/li\u003e\n\u003cli\u003eContent \u0026amp; sponsorships: brand reach\u003c\/li\u003e\n\u003cli\u003ePR \u0026amp; thought leadership: trust\u003c\/li\u003e\n\u003cli\u003eClient education: retention \u0026amp; cross-sell\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Cost-Structure-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eAdvisor payouts 40-60% vs active team managing ~CA$150B of CA$284B AUM\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eAdvisor compensation (payouts 40–60% of product revenue) and practice support are IGM’s largest variable costs; portfolio management salaries and systems underpin active management of ~CA$150B investment assets within a group AUM of CA$284B (Dec 31, 2024). Tech, cybersecurity, custody and compliance are material fixed-to-variable costs that scale down per-account fees; marketing remains low-double-digit of distribution budgets to drive net new flows.\u003c\/p\u003e\n\u003ctable class=\"tbl_prdct green_head blur_tbl\"\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003eMetric\u003c\/th\u003e\n\u003cth\u003e2024\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eGroup AUM\u003c\/td\u003e\n\u003ctd\u003eCA$284B\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eInvestment assets\u003c\/td\u003e\n\u003ctd\u003e~CA$150B\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAdvisor payouts\u003c\/td\u003e\n\u003ctd\u003e40–60% rev\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eMarketing\u003c\/td\u003e\n\u003ctd\u003elow-double-digit %\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-1_new_design\"\u003e\n\u003cdiv class=\"frst_big_letter_heading\"\u003e\n\u003ch2\u003e\n\u003cspan class=\"frst_big_letter_letter green\"\u003eR\u003c\/span\u003e\u003cspan class=\"frst_big_letter_text\"\u003eevenue Streams\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-wrapper orange\"\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Revenue-Streams-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eInvestment management fees\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eInvestment management fees comprise core recurring revenue for IGM, driven by mutual fund MERs (Canadian mutual funds averaged about 1.8% in 2024) and ETF fees (~0.20–0.35% in 2024), plus institutional mandates charged on a basis‑point scale (typically 25–75 bps). Fees scale directly with AUM and are performance‑sensitive, boosting revenues when markets and net flows rise. This creates predictable, annuity‑like cash flow for the firm.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Revenue-Streams-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eAdvisory and planning fees\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eFee-based accounts and planning retainers provide predictable revenue through AUM fees (industry average ~1% of assets under management in 2024) and fixed retainers for comprehensive planning. Transparent, tiered pricing—commonly scaling down as assets grow (for example 0.75% to 0.25%)—supports ongoing advice. This aligns interests by tying firm revenue to client portfolio performance and long-term retention.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-1_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Revenue-Streams-Image.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Revenue-Streams-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003ePerformance and incentive fees\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eSelect mandates and alternative strategies at IGM include performance-linked fees paid only when benchmarks or hurdle rates are exceeded. Industry practice sees incentive fees typically in the 10–20 percent range of outperformance, creating material upside in strong markets. These revenues are balanced by contractual risk controls, hurdle\/high-water marks, gating provisions and detailed disclosure in fund and annual filings.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-green-section\"\u003e\n\u003cdiv class=\"product-box-green-section4\"\u003e\n\u003cdiv class=\"title-row-green-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Revenue-Streams-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eAdministration and service fees\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003eAdministration and service fees at IGM include account, custody and dealer administration charges, plus trailer and platform fees where applicable; these fees accompany management fees and boost recurring revenue from recordkeeping and reporting services.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eAccount, custody, dealer charges\u003c\/li\u003e\n\u003cli\u003eTrailer and platform fees\u003c\/li\u003e\n\u003cli\u003eRecordkeeping \u0026amp; reporting revenue\u003c\/li\u003e\n\u003cli\u003eComplements management fees\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-green-section4\"\u003e\n\u003cdiv class=\"title-row-green-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Revenue-Streams-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eDistribution and insurance commissions\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003eDistribution and insurance commissions at IGM Financial comprise compensation from third-party mutual funds, insurance and protection solutions, with one-time upfront fees and recurring trailer\/service fees that diversify revenue beyond AUM while remaining tied to suitability and disclosure standards.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003ethird-party compensation mix\u003c\/li\u003e\n\u003cli\u003eone-time and recurring fees\u003c\/li\u003e\n\u003cli\u003esubject to suitability\/disclosure\u003c\/li\u003e\n\u003cli\u003ediversifies non-AUM income\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Revenue-Streams-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eFees power returns: mutual funds \u003cstrong\u003e1.8%\u003c\/strong\u003e, ETFs \u003cstrong\u003e0.20–0.35%\u003c\/strong\u003e\n\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eInvestment management fees are core: mutual fund MER avg 1.8% (2024), ETF fees 0.20–0.35% and institutional 25–75 bps. Fee-based accounts average ~1.0% AUM (2024) with tiered pricing (0.75–0.25%). Incentive fees 10–20% of outperformance; administration, trailer and distribution commissions provide diversified, recurring non‑AUM revenue.\u003c\/p\u003e\n\u003ctable class=\"tbl_prdct green_head blur_tbl\"\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003eRevenue type\u003c\/th\u003e\n\u003cth\u003e2024 metric\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eMutual fund MER\u003c\/td\u003e\n\u003ctd\u003e1.8%\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eETF fees\u003c\/td\u003e\n\u003ctd\u003e0.20–0.35%\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eFee-based AUM\u003c\/td\u003e\n\u003ctd\u003e~1.0%\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eIncentive fees\u003c\/td\u003e\n\u003ctd\u003e10–20%\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e","brand":"PESTEL Analysis","offers":[{"title":"Default Title","offer_id":58098314871132,"sku":"igmfinancial-business-model-canvas","price":10.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0938\/8127\/0620\/files\/igmfinancial-business-model-canvas.png?v=1781797401","url":"https:\/\/pestel-analysis.com\/products\/igmfinancial-business-model-canvas","provider":"PESTEL ANALYSIS","version":"1.0","type":"link"}