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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 2024-02-28 Audit Report / Informat…
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
Audited annual financial statements – French.pdf
Audit Report / Information Classification · 95% confidence The document contains a detailed independent auditor's report on the consolidated financial statements of Société financière IGM Inc. for the fiscal years ending December 31, 2023 and 2022. It includes audit opinion, basis of opinion, key audit matters, responsibilities of management and auditors, and references to consolidated financial statements and notes. The length is substantial (15,000 characters), and the content is the actual audit report, not just an announcement or certification. This matches the definition of an Audit Report / Information (AR), which includes standalone audit reports and applied accounting principles, excluding full annual reports. Although it is part of the annual report, this document is specifically the auditor's report section, not the entire annual report (10-K). Therefore, the correct classification is AR with high confidence. FY 2023
2024-02-28 English
Notice of the meeting and record date - English.pdf
Regulatory Filings Classification · 95% confidence The document is a formal notification from Computershare to Canadian Securities Regulatory Authorities regarding the upcoming Annual Meeting of Security Holders for IGM Financial Inc. It provides details such as meeting type, record dates, meeting date, location, and proxy material handling. The document does not contain financial data, management discussion, voting results, or any report content. It is an announcement related to the meeting logistics and proxy material distribution, which aligns with a Regulatory Filing (RNS) as it is a general regulatory announcement that does not fit other specific categories.
2024-02-16 English
Annual MD&A - English.pdf
Annual Report Classification · 100% confidence The document contains detailed financial data, management's discussion and analysis (MD&A), consolidated operating results, and comprehensive financial measures for the fiscal year ended December 31, 2023. It references audited consolidated financial statements prepared under IFRS and includes forward-looking statements, segment reviews, and non-IFRS financial measures. The document is titled as part of the '2023 IGM Financial Inc. Annual Report' and includes extensive financial and operational information typical of an annual report. The length of the document (15,000 characters) and the depth of financial content confirm it is the full report, not just an announcement or summary. Therefore, the document is best classified as an Annual Report (10-K equivalent). FY 2023
2024-02-15 English
News release - French.pdf
Interim / Quarterly Report Classification · 95% confidence The document is a detailed announcement of financial results for the fourth quarter and full year 2023 of Société financière IGM Inc. It includes comprehensive financial data such as net income, earnings per share, assets under management, segment performance, and dividend declarations. The text contains actual financial figures and analysis for the quarter and year ended December 31, 2023, which is characteristic of a quarterly or interim financial report. The document is about 15,000 characters long, indicating it is a full report rather than a brief announcement or summary. It is not a full annual report (10-K) but rather a quarterly or interim report covering a period shorter than a full fiscal year with substantive financial data and analysis. Therefore, the appropriate classification is Interim / Quarterly Report (IR). FY 2023
2024-02-15 English
News release - English.pdf
Earnings Release Classification · 95% confidence The document is a news release announcing the fourth quarter and full year 2023 earnings results of IGM Financial Inc. It contains detailed financial performance data including net earnings, adjusted net earnings, assets under management, segment performance, and dividend declaration. The document includes comprehensive financial figures and analysis for the quarter and year ended December 31, 2023, which is characteristic of an Earnings Release. It is not a full annual report (10-K) as it is a summary announcement of quarterly and annual earnings, nor is it a management discussion or call transcript. The length (15,000 characters) and detailed financial data confirm it is not a brief announcement or a regulatory filing. Therefore, the document fits the definition of an Earnings Release (ER). Q4 2023
2024-02-15 English
Other.pdf
Regulatory Filings Classification · 95% confidence The document is titled 'FORM 13-502F1 CLASS 1 AND CLASS 3B REPORTING ISSUERS – PARTICIPATION FEE' and contains a 'MANAGEMENT CERTIFICATION' section. It is a form submitted to the Ontario Securities Commission (OSC) related to participation fees for reporting issuers. The content includes certification by an officer, market value calculations, and fee details, but does not contain financial statements, management discussion, or detailed financial results. It is primarily a regulatory form with officer certification and fee calculation information. According to the CERTIFICATION RULE, documents that are primarily officer certifications or attestations, even if referencing financial data, should be classified as Regulatory Filings (RNS). The document length is 6210 characters, which is sufficient for a form but does not constitute a full financial report. Therefore, the appropriate classification is Regulatory Filings (RNS).
2024-02-15 English

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