IGM Financial (IGM) Investor presentation summary

Strategic positioning and growth

• Maintains leadership in Canadian wealth and asset management, with diversified earnings from core and strategic investments.

• Strategic investments in Rockefeller, Wealthsimple, ChinaAMC, and Northleaf expand reach and product capabilities.

• Consolidated assets under management and advisement (AUM & A) including strategic investments reached $568.9B as of Q1 2026, up 13% year-over-year.

• Focused on high net worth (HNW) and mass affluent segments, leveraging technology and segmented advice models.

• AI is being embedded across wealth, asset management, and enterprise workflows to drive productivity and client outcomes.

Financial performance and capital allocation

• Achieved record adjusted EPS of $4.61 in 2025 and $1.21 in Q1 2026, with 21% year-over-year growth in Q1.

• 2025 adjusted net earnings available to common shareholders were $1,093M; adjusted EBITDA was $1,756M.

• Returned $330M to shareholders in Q1 2026 through dividends ($145M) and share repurchases ($185M).

• Maintained a strong balance sheet with unallocated capital of ~$1.0B and reduced leverage to 1.32x gross debt/adj. EBITDA.

• Announced a 10% increase to the quarterly dividend and a normal course issuer bid (NCIB) of up to 5% of shares outstanding.

Business segment highlights

• Wealth management AUM & A reached $163B at IG Wealth, with a focus on HNW and mass affluent clients and digital innovation.

• Rockefeller Capital Management grew client assets to US$203B, targeting 6-8% organic growth and selective advisor team acquisitions.

• Wealthsimple’s AUA grew 74% since Q4 2024, with a client base primarily of Millennials and strong product innovation.

• Mackenzie Investments AUM reached $246B, maintaining a leading position in Canadian retail and expanding strategic partnerships.

• ChinaAMC AUM reached $568B, outpacing industry growth and maintaining a top-2 market share in China.

• Northleaf AUM grew to $36B, with a focus on private equity, credit, and infrastructure, and strong institutional partnerships.