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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 2020-08-06 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
52-109F2 - Certification of interim filings - CFO (E).pdf
Regulatory Filings Classification · 95% confidence The document is a Form 52-109F2 Certification of Interim Filings by the CFO of IGM Financial Inc. It certifies the review and fair presentation of the interim financial report and interim MD&A for the period ended June 30, 2020. The content is primarily an officer certification regarding the interim filings, controls, and procedures, without containing actual financial statements or substantive financial data. According to the Certification Rule, such documents should be classified as Regulatory Filings (RNS) rather than as an Interim Report (IR). The document length is 3326 characters, which is relatively short and consistent with a certification letter rather than a full report.
2020-08-06 English
52-109F2 - Certification of interim filings - CEO (E).pdf
Regulatory Filings Classification · 95% confidence The document is a Form 52-109F2 Certification of Interim Filings by the CEO of IGM Financial Inc. It certifies the review and fair presentation of the interim financial report and interim MD&A for the period ended June 30, 2020. The content is primarily an officer certification regarding the interim filings, controls, and procedures, without containing actual financial data or substantive financial analysis. According to the Certification Rule, such documents should be classified as Regulatory Filings (RNS) rather than as the interim report itself (IR). The document length is 3299 characters, which is relatively short and consistent with a certification letter rather than a full interim report.
2020-08-06 English
Interim financial statements/report – English.pdf
Interim / Quarterly Report Classification · 100% confidence The document contains detailed unaudited interim condensed consolidated financial statements including statements of earnings, comprehensive income, balance sheets, changes in shareholders' equity, cash flows, and notes to the financial statements. The period covered is the three and six months ended June 30, 2020, indicating a quarterly or half-year report. The document explicitly states it is an "Interim Condensed Consolidated Financial Statements" and references IAS 34, which governs interim financial reporting. The length of the document (15,000 characters) and the presence of substantive financial data and analysis confirm it is a full interim report rather than a brief announcement or certification. Therefore, the document fits the definition of an Interim / Quarterly Report (IR). Q2 2020
2020-08-06 English
News release - French.pdf
Interim / Quarterly Report Classification · 95% confidence The document is a detailed announcement of financial results for the second quarter of 2020 by Société financière IGM Inc. It includes comprehensive financial data such as net income, earnings per share, assets under management, net sales, dividends declared, and detailed segment performance. The text also discusses the impact of COVID-19 on the business and provides forward-looking statements. The length is substantial (15,000 characters), and the content includes actual financial results and analysis for a quarterly period. This matches the definition of an Interim / Quarterly Report (IR), which is a comprehensive financial report for a period shorter than a full fiscal year containing substantive financial data and analysis. It is not merely an announcement or a brief summary, nor is it a full annual report or earnings release with only highlights. Therefore, the correct classification is IR with high confidence. Q2 2020
2020-08-06 English
News release - English.pdf
Interim / Quarterly Report Classification · 100% confidence The document is titled 'IGM FINANCIAL INC. REPORTS SECOND QUARTER EARNINGS' and contains detailed financial results for the second quarter of 2020, including net earnings, assets under management, net sales, dividends declared, and discussion of COVID-19 impact. It includes financial highlights, segment performance, and forward-looking statements. The document also mentions a webcast and conference call for the second quarter results. The presence of detailed quarterly financial data and analysis indicates this is a comprehensive interim financial report for a period shorter than a full fiscal year. Therefore, this document fits the definition of an Interim / Quarterly Report (IR). Q2 2020
2020-08-06 English
News release - English.pdf
M&A Activity Classification · 95% confidence The document is a press release announcing the acquisition of GLC Asset Management Group by Mackenzie Investments, a subsidiary of IGM Financial Inc. It details the terms of the transaction, strategic rationale, financial considerations, and expected benefits. The text includes forward-looking statements and contact information for media and investor relations. There are no financial statements, detailed financial performance data, or regulatory filings such as 10-K or interim reports. The document is an announcement of a corporate transaction (M&A activity) rather than a full merger filing or proxy statement. It does not fit into categories like Annual Report, Earnings Release, or Regulatory Filings. The content clearly aligns with M&A Activity as it announces and describes a merger/acquisition transaction.
2020-08-05 English

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