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IGM Financial Inc. (IGM.TO)
Winnipeg, MB, CA
IGM Financial Inc. operates as a prominent wealth and asset management enterprise, serving clients across Canada. The company organizes its extensive operations into three primary segments: Wealth Management, Asset Management, and Strategic Investments and Other. Within its Wealth Management division, IGM Financial delivers a broad spectrum of financial advisory services, alongside the comprehensive IG Living Plan. This plan integrates financial planning with various investment vehicles, insurance products, mortgage and banking solutions, and charitable giving programs. The company further empowers its advisors through the IG Wealth Management Advisor Portal, a sophisticated client relationship management platform, and an advanced dealer platform. This platform is designed to boost automation, support both MFDA and IIROC licensed advisors, and facilitate the launch of new investment products. The firm's diverse product portfolio also includes mutual funds and various portfolio types. Notable offerings are the IG Advisory Account, a fee-based service enabling clients to streamline and consolidate selected investments into one account, and the iProfile Private portfolios, a specialized portfolio management program tailored for investing households. Additionally, IGM Financial offers iProfile Portfolios, a suite of four structured managed solutions, segregated funds, separately managed accounts, fee-based brokerage accounts, insurance products, and a range of securities services. The company also provides management and related services, global investment solutions spanning private equity, private credit, and infrastructure, alongside exchange-traded funds. Established in 1978, IGM Financial Inc. is headquartered in Winnipeg, Canada, and functions as a subsidiary of Power Financial Corporation.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.50% | +0.23% | +11.14% | +26.32% | +34.32% | +24.56% | +75.18% | +96.15% | +75.42% | +110.59% | +799.42% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 6 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Asset Management: +17.4%+9.4% Q1'26: +2.2% (vs Q1'25)
-
EPS growth Asset Management: +22.7%+18.1% Q1'26: +22.4% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+29.3% Q1'26: +14.5% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+45.9% Q1'26: +43.2% (vs Q1'25)
-
ROIC Asset Management: +6.5%+10.6% ★ Q1'26: +8.1% (vs Q1'25)
-
Share dilution Asset Management: +0.0%-0.1% ★ Q1'26: -1.1% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×3.98× Q1'26: 4.33× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 6 Rev. Ana. 6 EPS Ana. |
Dec 2027 5 Rev. Ana. 6 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
2.33B
est: 2.46B (-5.4%)
|
2.61B
est: 2.65B (-1.5%)
|
2.65B
est: 2.75B (-3.6%)
|
2.51B
est: 2.62B (-4.3%)
|
2.60B
est: 2.72B (-4.5%)
|
2.83B
est: 2.98B (-4.9%)
|
2.92B
est: 3.03B (-3.6%)
|
2.94B
est: 3.03B (-2.8%)
|
3.06B
est: 3.20B (-4.5%)
|
3.10B
est: 3.25B (-4.8%)
|
3.02B
est: 3.18B (-5.1%)
|
3.15B
est: 3.01B (+4.6%)
|
3.59B
est: 3.43B (+4.5%)
|
3.15B
est: 3.33B (-5.5%)
|
3.70B
est: 3.63B (+2.1%)
|
3.49B
est: 3.38B (+3.4%)
|
3.82B
est: 3.79B (+0.9%)
|
4.12B
4.04B – 4.20B
+8.7% YoY
|
4.35B
4.24B – 4.51B
+5.7% YoY
|
4.27B
4.17B – 4.39B
-1.9% YoY
|
| EBITDA |
939.02M
est: 848.22M (+10.7%)
|
1.15B
est: 758.14M (+51.9%)
|
1.23B
est: 964.41M (+27.9%)
|
1.08B
est: 1.11B (-2.6%)
|
1.11B
est: 1.01B (+9.1%)
|
1.09B
est: 1.11B (-1.8%)
|
1.12B
est: 1.04B (+8.4%)
|
1.08B
est: 1.05B (+3.1%)
|
954.58M
est: 1.04B (-8.3%)
|
1.16B
est: 850.29M (+36.8%)
|
1.22B
est: 1.07B (+14.5%)
|
1.16B
est: 1.04B (+12.0%)
|
1.48B
est: 1.12B (+32.8%)
|
1.31B
est: 1.19B (+10.1%)
|
1.36B
est: 1.52B (-10.4%)
|
1.43B
est: 1.41B (+1.5%)
|
1.85B
est: 1.58B (+17.1%)
|
1.72B
1.69B – 1.75B
+8.7% YoY
|
1.82B
1.77B – 1.89B
+5.7% YoY
|
1.78B
1.75B – 1.83B
-1.9% YoY
|
| EBIT |
905.03M
est: 958.87M (-5.6%)
|
1.12B
est: 958.29M (+16.8%)
|
1.20B
est: 1.16B (+3.4%)
|
1.05B
est: 1.07B (-1.5%)
|
1.07B
est: 1.02B (+5.2%)
|
1.06B
est: 1.07B (-1.4%)
|
1.08B
est: 991.28M (+9.2%)
|
1.04B
est: 972.47M (+6.9%)
|
898.81M
est: 971.60M (-7.5%)
|
1.11B
est: 830.84M (+33.2%)
|
1.14B
est: 954.33M (+19.8%)
|
1.08B
est: 962.93M (+11.7%)
|
1.38B
est: 1.04B (+33.1%)
|
1.22B
est: 1.10B (+10.5%)
|
1.27B
est: 1.42B (-10.7%)
|
1.34B
est: 1.32B (+1.3%)
|
1.76B
est: 1.48B (+18.4%)
|
1.61B
1.58B – 1.64B
+8.7% YoY
|
1.70B
1.66B – 1.77B
+5.7% YoY
|
1.67B
1.63B – 1.72B
-1.9% YoY
|
| Net Income |
559.09M
est: 642.76M (-13.0%)
|
740.80M
est: 602.27M (+23.0%)
|
909.45M
est: 764.13M (+19.0%)
|
767.66M
est: 865.41M (-11.3%)
|
770.75M
est: 800.67M (-3.7%)
|
762.10M
est: 843.28M (-9.6%)
|
780.54M
est: 786.40M (-0.7%)
|
779.30M
est: 780.96M (-0.2%)
|
610.77M
est: 809.89M (-24.6%)
|
776.17M
est: 631.84M (+22.8%)
|
748.95M
est: 774.02M (-3.2%)
|
764.41M
est: 742.09M (+3.0%)
|
978.95M
est: 799.67M (+22.4%)
|
867.24M
est: 851.01M (+1.9%)
|
1.15B
est: 850.71M (+35.1%)
|
933.51M
est: 941.63M (-0.9%)
|
1.10B
est: 1.07B (+2.8%)
|
1.23B
1.19B – 1.27B
+14.6% YoY
|
1.26B
1.25B – 1.42B
+2.9% YoY
|
1.58B
1.53B – 1.63B
+25.2% YoY
|
| SGA |
-808.48M
est: 569.85M (-241.9%)
|
-855.11M
est: 661.62M (-229.2%)
|
343.52M
est: 660.25M (-48.0%)
|
370.79M
est: 326.88M (+13.4%)
|
400.10M
est: 380.81M (+5.1%)
|
513.16M
est: 437.72M (+17.2%)
|
464.70M
est: 529.52M (-12.2%)
|
495.64M
est: 464.95M (+6.6%)
|
470.95M
est: 515.09M (-8.6%)
|
537.93M
est: 487.20M (+10.4%)
|
545.64M
est: 536.44M (+1.7%)
|
99.82M
est: 540.64M (-81.5%)
|
109.14M
est: 582.59M (-81.3%)
|
87.43M
est: 619.99M (-85.9%)
|
88.63M
est: 102.47M (-13.5%)
|
100.65M
est: 95.37M (+5.5%)
|
115.85M
est: 107.01M (+8.3%)
|
116.30M
114.21M – 118.58M
+8.7% YoY
|
122.90M
119.84M – 127.44M
+5.7% YoY
|
120.55M
117.96M – 123.99M
-1.9% YoY
|
| EPS |
2.12
est: 2.35 (-9.9%)
|
2.78
est: 2.75 (+1.0%)
|
3.49
est: 3.25 (+7.3%)
|
2.98
est: 2.97 (+0.4%)
|
3.02
est: 3.07 (-1.6%)
|
2.99
est: 3.33 (-10.1%)
|
3.11
est: 3.19 (-2.5%)
|
3.19
est: 3.03 (+5.4%)
|
2.50
est: 3.09 (-19.2%)
|
3.22
est: 3.31 (-2.8%)
|
3.12
est: 3.19 (-2.2%)
|
3.21
est: 3.25 (-1.3%)
|
4.10
est: 4.05 (+1.3%)
|
3.64
est: 3.55 (+2.6%)
|
4.83
est: 3.58 (+35.1%)
|
3.93
est: 3.95 (-0.5%)
|
4.66
est: 4.54 (+2.7%)
|
5.17
5.02 – 5.33
+13.8% YoY
|
5.69
5.29 – 5.98
+10.2% YoY
|
6.63
6.45 – 6.88
+16.5% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-08 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-07 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-06 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-05 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-04 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-30 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-29 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-28 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-27 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-22 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
Owner Earnings
Ownership Overview
No beneficial ownership filings recorded.
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 13.5K +1.9K (+16.5%) | 1.75M +285.4K (+19.5%) | 0.01% +0.001 pp | 0.07% +0.007 pp | CAD45.68 +35.3% | 3 qtrs — |
| 2 | MN SERVICES VERMOGENSBEHEER B.V. | 31.3K +1.7K (+5.7%) | 1.41M +334.0K (+31.0%) | 0.01% +0.001 pp | 0.01% +0.002 pp | CAD44.74 +38.2% | 19 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | BMO SIA Focused Canadian Equity Fund (ETF Series) ZFC.TO | 5.68% | 3.46M | 0.84% |
| 2 | iShares Canadian Select Dividend Index ETF XDV.TO | 3.19% | 59.31M | 0.55% |
| 3 | BMO Canadian Dividend ETF ZDV.TO | 1.81% | 23.83M | 0.39% |
| 4 | Desjardins RI Canada Multifactor - Net-Zero Emissions Pathway ETF DRFC.TO | 1.37% | 3.56M | 0.40% |
| 5 | American Century Quality Diversified International ETF QINT | 0.95% | 6.21M | 0.40% |
| 6 | UBS S&P Dividend Aristocrats ESG Elite UCITS ETF USD dis UBUM.DE | 0.94% | 1.95M | 0.30% |
| 7 | iShares Core MSCI Canadian Quality Dividend Index ETF XDIV.TO | 0.94% | 38.23M | 0.11% |
| 8 | FlexShares International Quality Dividend Index Fund IQDF | 0.78% | 8.78M | 0.49% |
| 9 | iShares Canadian Financial Monthly Income ETF FIE.TO | 0.74% | 7.54M | 0.74% |
| 10 | VictoryShares International Value Momentum ETF UIVM | 0.69% | 2.26M | 0.39% |
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| James Patrick O'Sullivan | President, Chief Executive Officer & Director | 4M | male |
| Damon Murchison | President & CEO of IG Wealth Management & Director | 3M | male |
| Luke Gould | President & Chief Executive Officer of Mackenzie Investments | 3M | male |
| Nancy Elizabeth McCuaig | Executive Vice President & Chief Operating Officer | 1M | female |
| Keith David Bernard Potter | Executive Vice President & Chief Financial Officer | 1M | male |
| Rhonda Suzanne Goldberg | Executive Vice President & General Counsel | 1M | female |
| Sam Burns | Executive Vice President & Chief Information Officer | — | male |
| Douglas Gordon McIntosh Milne | Executive Vice President & Chief Marketing Officer | — | male |
| Herpreet Lamba | Senior Vice President Financial Services | — | — |
| Kristin Elizabeth Ashcroft | Executive VP & Head of Product and Solutions | — | female |
| Cynthia Currie | Executive Vice President & Chief Human Resources Officer | — | female |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for IGM.TO
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
