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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 2020-03-19 Director's Dealing
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
Other.pdf
Director's Dealing Classification · 95% confidence The document is a letter addressed to a securities commission regarding stock options granted and exercised by Quebec residents. It lists specific option grants and exercises but does not contain financial statements, earnings data, or management discussion. It is a notification about stock option transactions, which aligns with reporting insider or director dealings or stock option plan updates. Given the content focuses on stock options granted and exercised, it fits best under Director's Dealing (DIRS) as it reports personal share transactions by company directors and executives or related stock option activities. The document length is short and it is not an announcement of a report publication or a certification letter, so it is not RPA or RNS. Therefore, the classification is DIRS with high confidence.
2020-03-19 English
52-109F1 - Certification of annual filings - CEO (E).pdf
Regulatory Filings Classification · 95% confidence The document is a Form 52-109F1 Certification of Annual Filings by the CEO of IGM Financial Inc. It certifies the review and fair presentation of the annual filings including the AIF, annual financial statements, and annual MD&A for the fiscal year ended December 31, 2019. The document focuses on the certification of disclosure controls and internal controls over financial reporting as required by National Instrument 52-109. It does not contain the actual annual report or financial statements but is a formal attestation by the CEO regarding the accuracy and completeness of those filings. According to the Certification Rule, such officer certifications should be classified as Regulatory Filings (RNS) rather than the actual Annual Report (10-K) or other financial reports. The document length is under 5,000 characters and is a standalone certification, not the full report itself.
2020-03-19 English
52-109F1 - Certification of annual filings - CFO (E).pdf
Regulatory Filings Classification · 95% confidence The document is a Form 52-109F1 Certification of Annual Filings Full Certificate by the CFO of IGM Financial Inc. It certifies the review and fair presentation of the annual filings including the AIF, annual financial statements, and annual MD&A for the financial year ended December 31, 2019. The document focuses on the officer's certification of disclosure controls and internal controls over financial reporting (ICFR) as per National Instrument 52-109. It does not contain actual financial statements or substantive financial data but is a formal attestation related to the annual filings. According to the Certification Rule, such officer certifications should be classified as Regulatory Filings (RNS) rather than the actual annual report (10-K). The document length is 4504 characters, which is relatively short and consistent with a certification letter rather than a full report. Therefore, the correct classification is Regulatory Filings (RNS).
2020-03-19 English
Annual information form - French.pdf
Annual Report Classification · 95% confidence The document is titled 'Notice annuelle 2019' and dated March 19, 2020, indicating it is an annual notice for the year 2019. It contains detailed information about the company, including its constitution, subsidiaries, organizational structure, risk factors, dividend policy, capital structure, board of directors, management, legal proceedings, audit committee, and other governance and financial information. The text references the 'rapport annuel 2019' (annual report 2019) and the proxy solicitation circular, which are incorporated by reference and available on SEDAR. The document is lengthy (15,000 characters) and contains substantive content rather than just an announcement or a brief summary. It is not a proxy solicitation, voting results, or a certification letter. The detailed financial and corporate information aligns with the characteristics of an Annual Report (10-K equivalent). Therefore, the document should be classified as an Annual Report (10-K). FY 2019
2020-03-19 English
Annual information form - English.pdf
Annual Report Classification · 95% confidence The document is titled '2019 Annual Information Form' and dated March 19, 2020. It contains detailed corporate information such as incorporation details, subsidiaries, business description, risk factors, dividend policy, capital structure, directors and officers, legal proceedings, audit committee details, and references to the 2019 Annual Report and Proxy Circular. The document is lengthy (15,000 characters) and includes substantive content beyond a mere announcement or summary. The Annual Information Form is a comprehensive disclosure document typically filed annually by Canadian companies, providing detailed information about the company’s business, risks, governance, and financial measures, often filed alongside or incorporated by reference into the Annual Report. Given the detailed nature and the inclusion of financial and corporate information, this document fits best under the category of Annual Report (10-K equivalent) filings, as it serves as a full annual disclosure document. It is not a simple announcement or proxy material, nor is it a certification or a short summary. Therefore, the appropriate classification is Annual Report (10-K). FY 2019
2020-03-19 English
Annual report - English.pdf
Annual Report Classification · 100% confidence The document is titled 'IGM FINANCIAL TSX: IGM ANNUAL REPORT 2019' and contains detailed financial and operational information about the company for the year 2019. It includes sections such as '2019 Highlights', 'Report to shareholders', financial metrics like net earnings, dividends declared, assets under management, and strategic initiatives. The length is substantial (15,000 characters), indicating it is the full report rather than a brief announcement. The content aligns with a comprehensive yearly report covering company activity and full financial performance, which matches the definition of an Annual Report (10-K). There is no indication that this is merely an announcement or a certification, nor is it a quarterly or interim report. Therefore, the correct classification is Annual Report (10-K). FY 2019
2020-03-19 English

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