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IGM Financial Inc. — Investor Relations & Filings

Ticker · IGM ISIN · CA4495861060 LEI · 254900RYHLVJNTUFDA95 TSX Financial and insurance activities
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Filings indexed 309 across all filing types
Latest filing 2022-03-17 Annual Report
Country CA Canada
Listing TSX IGM

About IGM Financial Inc.

https://www.igmfinancial.com/en.html

IGM Financial Inc. is a leading wealth and asset management company supporting financial advisors and their clients, primarily in Canada, and institutional investors globally. The firm operates through key subsidiaries, including IG Wealth Management, focused on comprehensive personal financial planning, and Mackenzie Investments, specializing in portfolio construction and asset management. Core services include investment planning, brokerage, and the management and distribution of mutual funds, managed asset products, insurance, and banking solutions. IGM is committed to improving clients' financial well-being through integrated wealth solutions.

Recent filings

Filing Released Lang Actions
Annual report - French.pdf
Annual Report Classification · 95% confidence The document is a detailed report from Société financière IGM Inc. for the year 2021, containing sections such as a letter to shareholders, management discussion, financial highlights, and consolidated financial statements. It includes comprehensive financial data, business segment performance, and strategic outlook. The presence of a table of contents, detailed financial figures, and management commentary indicates this is a full annual report. The document length is substantial (15,000 characters), and it is not merely an announcement or a certification. Therefore, it fits the definition of an Annual Report (10-K). FY 2021
2022-03-17 English
Form of proxy - English.pdf
Regulatory Filings
2022-03-17 English
Management information circular - English.pdf
Proxy Solicitation & Information Statement Classification · 100% confidence The document is titled 'Management Proxy Circular' and includes a Notice of Annual Meeting of Shareholders, agenda items such as election of directors, appointment of auditors, and advisory votes on executive compensation. It contains detailed information about the company, shareholder engagement, governance, sustainability, and a letter to shareholders. The content is typical of proxy solicitation materials sent to shareholders to provide information and request votes for the annual meeting. It is not the annual report itself, nor an earnings release or other financial report. The document length (15,000 characters) and detailed content confirm it is the proxy circular, which fits the Proxy Solicitation & Information Statement category.
2022-03-17 English
Management information circular - French.pdf
Proxy Solicitation & Information Statement Classification · 100% confidence The document is a 'Circulaire de sollicitation de procurations de la direction' which translates to a management proxy solicitation circular for the 2022 Annual General Meeting (AGM) of IGM Financial Inc. It includes the notice of the AGM, agenda items such as election of directors, appointment of auditors, and advisory votes on executive compensation. It also contains detailed information about the company, shareholder communications, and voting instructions. This type of document is typically classified as Proxy Solicitation & Information Statement (PSI) because it is sent to shareholders to provide information and request votes for the AGM. It is not the Annual Report (10-K) itself, nor is it a simple announcement or a voting results declaration. The length and content confirm it is a full proxy circular.
2022-03-17 English
Other.pdf
Proxy Solicitation & Information Statement Classification · 95% confidence The document is a notice to shareholders regarding the 2022 Annual Meeting of Shareholders of IGM Financial Inc. It explains the use of the notice-and-access delivery model to provide proxy-related materials, including the management proxy circular and the 2021 annual report. The document provides instructions on how to access these materials online or request paper copies, details about the meeting date, voting procedures, and proxy submission. It does not contain the actual annual report or financial statements but rather informs shareholders about the meeting and how to obtain the meeting materials. The document is relatively short (8,448 characters) and serves as an announcement and instructions related to the annual meeting and proxy materials. Therefore, it fits the category of a Proxy Solicitation & Information Statement (PSI) or possibly a Report Publication Announcement (RPA). However, since it includes proxy voting instructions and detailed meeting information, it aligns best with Proxy Solicitation & Information Statement (PSI).
2022-03-17 English
Other.pdf
AGM Information Classification · 95% confidence The document is an "Avis aux actionnaires" (Notice to shareholders) regarding the notification and access to proxy materials for the 2022 Annual General Meeting (AGM) of Société financière IGM Inc. It explains how shareholders can access the proxy circular, the 2021 annual report (including audited consolidated financial statements and auditor's report), and the management report. It also details the logistics of the AGM, voting procedures, and how to request printed copies of the meeting materials. The document does not contain the actual annual report or financial statements but rather informs shareholders about how to access these documents and participate in the AGM. It is essentially a notification and access document related to the AGM and proxy materials, not the AGM presentation itself or the full annual report. Therefore, it fits best under the category of AGM Information (AGM-R), which covers presentations and materials shared during the AGM or related notices about the AGM and proxy materials.
2022-03-17 English

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