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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 2020-05-08 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 · 100% confidence The document is a Form 52-109F2 Certification of Interim Filings, signed by the CFO, certifying the accuracy and fairness of the interim financial report and interim MD&A for the period ended March 31, 2020. It is primarily an officer certification letter confirming the integrity of the interim filings rather than the filings themselves. According to the Certification Rule, such certification documents should be classified as Regulatory Filings (RNS) rather than as the interim report (IR) itself. The document length is short (3325 characters) and contains no actual financial data or analysis, only certification statements. Therefore, the correct classification is Regulatory Filings (RNS).
2020-05-08 English
Interim MD&A - English.pdf
Interim / Quarterly Report Classification · 95% confidence The document is titled 'Management’s Discussion and Analysis' and covers detailed financial and operational commentary for the three months ended March 31, 2020. It references unaudited Interim Condensed Consolidated Financial Statements and discusses financial results, business segments, risks, and forward-looking statements. The content is substantive and includes financial data and analysis for a period shorter than a full fiscal year (quarterly). This matches the definition of an Interim / Quarterly Report (IR). The document is not a brief announcement or a certification, nor is it a full annual report or earnings release. Therefore, the correct classification is IR with high confidence. Q1 2020
2020-05-08 English
Interim financial statements/report – English.pdf
Interim / Quarterly Report Classification · 100% confidence The document contains detailed unaudited interim condensed consolidated financial statements for the three months ended March 31, 2020, including statements of earnings, comprehensive income, balance sheets, changes in shareholders' equity, cash flows, and extensive notes. It explicitly states it is the 'FIRST QUARTER REPORT 2020' and references International Accounting Standard 34, which governs interim financial reporting. The document is approximately 15,000 characters long, indicating it is a full report rather than a brief announcement or certification. Therefore, this document fits the definition of an Interim / Quarterly Report (IR). Q1 2020
2020-05-08 English
News release - French.pdf
Interim / Quarterly Report Classification · 95% confidence The document is a detailed announcement of the company's financial results for the first quarter of 2020, including net income, dividends, assets under management, and other financial metrics. It contains substantive financial data and analysis, such as net earnings, dividends declared, asset values, and client inflows/outflows. The document also discusses the impact of COVID-19 on the business and includes forward-looking statements and non-IFRS financial measures reconciliations. The presence of comprehensive quarterly financial results and analysis indicates this is an Interim / Quarterly Report. It is not a brief announcement or a simple earnings release, but a full report with detailed financial information for a period shorter than a full fiscal year. Therefore, the appropriate classification is Interim / Quarterly Report (IR). Q1 2020
2020-05-08 English
News release - English.pdf
Interim / Quarterly Report Classification · 95% confidence The document is a detailed announcement of IGM Financial Inc.'s first quarter earnings results for 2020. It includes financial highlights such as net earnings, earnings per share, assets under management, dividends declared, and detailed segment performance. It also references a conference call and webcast for the earnings release. The presence of actual financial data, including consolidated statements of earnings and financial highlights for the quarter ended March 31, 2020, confirms this is a financial results announcement. The document is not merely an announcement of a report publication but contains substantive financial information and analysis for a quarterly period. Therefore, it fits the definition of an Interim / Quarterly Report (IR). Q1 2020
2020-05-08 English
Other securityholders documents - French.pdf
Governance Information Classification · 100% confidence The document is titled as a "Règlement administratif" (Administrative Regulation) for Société Financière IGM Inc., detailing the internal rules governing shareholder meetings, board meetings, indemnification, document signing, and amendments to the administrative regulations. It is a governance document outlining the company's internal rules and procedures, including board and shareholder meeting protocols, quorum requirements, voting rights, and indemnification policies. There is no financial data, no audit information, no earnings or capital updates, no voting results, no legal proceedings, and no mention of report publication or announcements. The content fits the description of Governance Information (CGR), which covers the company's internal rules, board structure, and governance practices.
2020-04-17 English

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