IGM Financial Inc

IGM Financial Inc., a Canadian entity founded in 1978 and based in Winnipeg, specializes in wealth and asset management. The company structures its operations across three primary divisions: Wealth Management, Asset Management, and Strategic Investments and Other. Within its Wealth Management arm, IGM delivers comprehensive financial advisory services. This includes its "IG Living Plan," a robust financial planning offering that addresses diverse needs such as investment strategies, insurance, mortgage and banking solutions, and philanthropic initiatives. The company also provides sophisticated technological support for its advisors through the "IG Wealth Management Advisor Portal" (a customer relationship management platform) and an advanced dealer platform designed to boost automation and accommodate both MFDA and IIROC licensed professionals, facilitating the launch of new products. IGM's extensive product and service portfolio features a wide array of investment vehicles. These include mutual funds, various portfolio options such as "iProfile Private portfolios" for households, and the "iProfile Portfolios" suite of four distinct managed solutions, alongside segregated funds. Clients can also leverage the "IG Advisory Account," a fee-based service that streamlines and unifies selected investments into a single account. Further offerings encompass separately managed and fee-based brokerage accounts, insurance products, and securities services. Moreover, the company extends its expertise to management and related services, global private equity, private credit, infrastructure investment solutions, and Exchange Traded Funds (ETFs). Ultimately, IGM Financial Inc. operates as a subsidiary under the Power Financial Corporation umbrella.