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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 2022-01-13 Regulatory Filings
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
Material change report - English.pdf
Regulatory Filings Classification · 95% confidence The document is titled 'Form 51-102F3 Material Change Report' and details a material change involving IGM Financial Inc. acquiring an interest in China Asset Management Co., Ltd. It includes detailed descriptions of the transaction, board and committee approvals, related party transaction considerations, and forward-looking statements. The document is a regulatory filing reporting a material change event, consistent with Canadian securities regulations. It is not an annual or interim financial report, earnings release, or other specific report type. It is a formal disclosure of a material change event, which fits the category of Regulatory Filings (RNS) as a general regulatory announcement that does not fit other specific categories.
2022-01-13 English
Material document(s).pdf
M&A Activity Classification · 95% confidence The document is titled 'Equity Transfer Agreement' and details the terms and conditions of a sale and transfer of equity interest between two corporations. It includes purchase price, representations and warranties, covenants, tax handling, indemnity, and governance related to the equity transfer. There is no indication that this is a financial report, earnings release, regulatory filing, or any other type of corporate filing such as an annual report or management report. Instead, it is a legal agreement documenting a transaction involving equity transfer. This fits best under the category of M&A Activity (TAR), which covers announcements and documents related to merger proposals or takeover bids, including equity transfer agreements.
2022-01-13 English
Material change report - French.pdf
Capital/Financing Update Classification · 95% confidence The document is titled 'Annexe 51-102A3 Déclaration de changement important' which translates to 'Notice of Material Change' and details a significant corporate transaction involving the acquisition of a stake in China Asset Management Co., Ltd. by a subsidiary of IGM. It includes detailed descriptions of the transaction, approvals, and regulatory considerations. The document is a formal announcement of a material change or significant corporate event rather than a financial report, earnings release, or management discussion. It does not contain financial statements or quarterly/yearly results. The content aligns with a Capital/Financing Update (CAP) as it discusses acquisition agreements, share transfers, and financing arrangements. Therefore, the appropriate classification is Capital/Financing Update (CAP). The document length (15,000 characters) and detailed transaction description support a high confidence in this classification.
2022-01-13 English
News release - English.pdf
Capital/Financing Update Classification · 95% confidence The document is a press release announcing a definitive agreement for Mackenzie Investments to acquire Power Corporation of Canada's 13.9% equity interest in China Asset Management Co. Ltd. It details the transaction terms, strategic rationale, financing arrangements, and includes forward-looking statements. There are no financial statements, audit opinions, or detailed financial performance data presented. The document focuses on a corporate transaction and financing update rather than a full financial report or earnings release. It also mentions a live webcast and conference call for further information, which is typical for capital or financing announcements. Therefore, the document fits best under the category of Capital/Financing Update (CAP).
2022-01-06 English
News release - French.pdf
Capital/Financing Update Classification · 95% confidence The document is a press release announcing the acquisition by Placements Mackenzie (a subsidiary of Société financière IGM Inc.) of a 13.9% stake in China Asset Management Co., Ltd. from Power Corporation of Canada. It details the transaction terms, strategic rationale, financing arrangements, and includes forward-looking statements. There are no financial statements, audit opinions, or detailed financial performance data typical of annual or interim reports. The document is not a transcript, proxy, or voting result announcement. It is a corporate announcement about a capital transaction involving acquisition and share sale. Therefore, it fits best under Capital/Financing Update (CAP). The document length is substantial and contains detailed transaction information, supporting a high confidence classification as CAP.
2022-01-06 English
News release - French.pdf
Environmental & Social Information Classification · 95% confidence The document is a press release dated November 18, 2021, from La Société financière IGM Inc. It details the company's commitments to climate neutrality and supporting the transition to a carbon-neutral economy. It discusses recent initiatives, partnerships, and product launches related to environmental and social responsibility. There are no financial statements, regulatory filings, or detailed financial data presented. The content focuses on environmental and social governance (ESG) commitments and sustainability efforts. The document length is about 6,000 characters, which is consistent with a detailed announcement or report on ESG matters rather than a full annual or interim financial report. Therefore, the document best fits the category of Environmental & Social Information (SR).
2021-11-18 English

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