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IG Wealth Management

PRI reporting framework 2019

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Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

Select the services and funds you offer
% of asset under management (AUM) in ranges
Fund management
Fund of funds, manager of managers, sub-advised products
Total 100%

Further options (may be selected in addition to the above)

01.2. Additional information. [Optional]

IG Wealth Management is a leading provider of comprehensive, personal financial planning and wealth management through its network of approximately 3,700 exclusive advisors to over one million individuals, families and business owners in Canada. IG Wealth Management is a subsidiary of IGM Financial Inc. which is one of Canada's leading wealth and asset management companies supporting both individual and institutional investors throughout North America, Europe and Asia. 

In October 2017, IGM Financial Inc. announced the consolidation of the internal investment management functions of two of its subsidiaries, IG Wealth Management and Mackenzie Investments, to form a single global investment management organization to support both companies under Mackenzie Investments. The majority of this transition occurred prior to the end of 2017, with the remaining consolidation occurring in 2019. Given this change, IG Wealth Management consulted with PRI in 2018 regarding its reporting and has chosen to not report in detail on its internal active ownership practices for these final assets under transition. Please refer to the 2017 Transparency Report for further detail.

Going forward, IG Wealth Management will use a combination of portfolio management expertise from Mackenzie Investments, supplemented with other leading third-party investment talent.  IG Wealth Management will continue to manage the Investors Real Property Fund on an in-house basis.

OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.


02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

59 FTE

02.4. Additional information. [Optional]

OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]

OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.


04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Assets in USD
trillions billions millions thousands hundreds

04.4. Indicate the total assets at the end of your reporting year subject to an execution and/or advisory approach.

04.5. Additional information. [Optional]

OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)


Listed equity <10% 6 >50% 56
Fixed income 0 0 10-50% 25
Private equity 0 0 0 0
Property <10% 4 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Fund of hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 <10% 2
Money market instruments 0 0 <10% 3
Other (1), specify 0 0 <10% 1
Other (2), specify 0 0 <10% 3

'Other (1)' specified

          Fixed Income, Mutual Funds

'Other (2)' specified

          Equity, Mutual Funds

06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]

OO 07. Fixed income AUM breakdown (Private)

OO 08. Segregated mandates or pooled funds (Private)

OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

97 Developed Markets
3 Emerging Markets
0 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]