IG Wealth Management

What IG Wealth Management does

IG Wealth Management is a Canadian wealth management firm founded in 1926 and headquartered in Winnipeg, Manitoba. Operating as a wholly-owned subsidiary of IGM Financial Inc. (TSX: IGM, itself part of Power Corporation of Canada), IG serves approximately one million clients across Canada and manages approximately $162 billion in assets under advisement as of April 2026. The firm delivers comprehensive financial planning, investment management, insurance, mortgage, and estate and tax planning services primarily through a national network of IG Advisors operating as independent contractors under a single regulatory dealer ("One Dealer" model), with distribution complemented by the IG Online Access Portal and the dedicated IG Wealth Connect channel for higher-net-worth clients.

The product and technology stack is anchored by the IG Living Plan, an adaptive, digitally-enhanced financial planning framework that integrates retirement, tax, insurance, estate and major-expenditure planning into a single advisor-client workflow. Investment solutions span the iProfile managed portfolios, IG Wealth Portfolios, mutual funds, separately managed accounts, guaranteed investment solutions, and private asset investments. Insurance products (life, disability, critical illness, health and dental, long-term care) are distributed through I.G. Insurance Services Inc., and mortgage offerings include the IG Home Equity Plan. The firm has layered third-party AI and workflow tools into the advisor experience — Conquest Planning for AI-assisted financial plan creation, CapIntel for digital workflow automation, and interVal for AI-powered business valuation — targeting the technology enablement gap identified in its own Advisor Perception Industry Study. Sub-brands IG Private Wealth Management and IG Private Company Advisory serve high-net-worth and business owner segments respectively.

Revenue is generated primarily through recurring management and advisory fees on assets under management and advisement, supplemented by mutual fund distribution compensation (through the IG Mutual Fund Division), mortgage origination and servicing fees, and insurance commissions. The asset-based, subscription-style fee model aligns revenue with market levels and client portfolio growth; record Q1 2026 net inflows of $5.6 billion and mutual fund gross sales up 54.1% year-over-year underscore the firm's growth momentum, while a series of product shelf simplifications (eight fund mergers and the termination of the IG PanAgora Risk Parity Private Pool in April 2026) signal operational consolidation to improve scale efficiency.

Name

IG Wealth Management

Legal name

IG Wealth Management Inc.

Website

https://ig.ca

Company type

Private

Founded year

1926

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

IG Wealth Management is a Canadian wealth management firm (founded 1926) serving approximately one million clients with $162B in assets under advisement, delivering integrated financial planning, investment, insurance, mortgage, and estate services through a national advisor network under parent IGM Financial.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Pension Funds (52511)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)

akta.pro secondary industries

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), ESG Integration (Mainstream ESG-Tilted Strategies) (FSAAALAA)

Keywords

• Wealth management services
• Financial planning advice
• Investment management solutions
• Retirement planning services
• Insurance and mortgage products

Headquarters

HQ city

Winnipeg

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Management and Advisory Fees: IG Wealth Management generates revenue primarily through management fees charged on mutual funds and managed investment solutions. Fees are assessed on assets under management and advisement, aligning the company's interests with client portfolio performance. The company also earns advisory fees for financial planning services delivered through its advisor network.
2. Mutual Fund Distribution: Mutual funds and investment products and services are offered through the Mutual Fund Division of IG Wealth Management Inc., with revenue generated through embedded management fees and distribution compensation on fund sales.
3. Mortgage Solutions: IG Wealth Management provides mortgage solutions including the IG Home Equity Plan, generating revenue through mortgage origination and servicing activities.
4. Insurance Products: Life, disability, critical illness, health and dental, long-term care insurance, and guaranteed investment funds are offered, generating commissions through I.G. Insurance Services Inc.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

IG Wealth Management provides comprehensive financial planning, investment management, retirement planning, estate and tax planning, mortgage, and insurance solutions to individual Canadian clients through a national network of IG Advisors. Its flagship offering, the IG Living Plan, integrates all aspects of a client's financial life into a single coordinated plan delivered under a one-dealer regulatory model, with revenue generated primarily through asset-based advisory and management fees.

Product overview

IG Wealth Management is a Canadian wealth and asset management firm offering a broad, integrated suite of financial planning, investment, insurance, mortgage, and estate planning products and services. Its core platform is the IG Living Plan, a comprehensive financial planning methodology enhanced with digital tools that unifies multiple product lines. The investment lineup centers on the iProfile managed solutions platform and IG Wealth Portfolios, supplemented by a wide range of mutual funds (subject to periodic consolidation via mergers), separately managed accounts, guaranteed investment solutions, and private wealth services. Mortgage solutions include the IG Home Equity Plan. Insurance offerings span life, disability, critical illness, and health/dental coverage. Additional services include a business valuation tool via interVal partnership, The Living Market podcast for market insights, an Investment Finder digital tool, and specialized sub-brands for high-net-worth clients (IG Private Wealth Management) and business owners (IG Private Company Advisory). The company manages approximately $162 billion in assets under advisement and serves approximately one million clients across Canada.

Differentiator

Problem solved

Functional benefit

Products and services

• IG Living Plan A comprehensive, digitally enhanced financial planning methodology that integrates all aspects of a client's financial life — including retirement income, tax efficiency, insurance, estate planning, and major expenditures — into a single adaptive plan, with an enhanced digital experience for advisor-client collaboration.
• iProfile Managed Solutions (Canadian Equity Private Pool) A managed investment solution offering diversified exposure (e.g., Canadian equity exposure through a private pool structure with sub-advisory mandates).
• IG Wealth Portfolios Multi-asset portfolio solutions managed by IG's investment team, providing diversified exposure across asset classes with various risk profiles to suit different investor needs.
• Separately Managed Accounts Individually managed investment accounts offering personalized portfolio management with dedicated oversight by professional money managers, providing greater transparency and customization relative to pooled fund structures.
• IG Mutual Funds A broad range of mutual funds offered through the Mutual Fund Division of IG Wealth Management Inc., covering Canadian equities, global equities, fixed income, balanced portfolios, and specialized sector funds.
• Guaranteed Investment Solutions Capital-guaranteed or principal-protected investment products including GICs and guaranteed investment funds, offering certainty of return for risk-averse investors.
• Insurance Products (Life, Disability, Critical Illness, Health & Dental, Long-term Care, Annuities) A suite of insurance products including life insurance, disability insurance, critical illness insurance, health and dental group plans, long-term care, annuities, and guaranteed investment funds, designed to protect families and maintain lifestyle in the event of unexpected circumstances.
• IG Home Equity Plan A revolving credit facility that allows homeowners to access the equity in their home for any purpose, with flexible repayment options and competitive rates.
• IG Private Wealth Management A high-net-worth-focused wealth management offering under the IG umbrella, providing enhanced services and personalized advice for affluent clients.
• IG Private Company Advisory Specialized advisory services for business owners, including business succession planning, sale preparation, and integration with wealth planning services.
• IG Wealth Connect A specific service channel within IG Wealth Management for higher-net-worth clients requiring more sophisticated wealth management services, with dedicated support contacts.
• Cash Management Solutions Cash management solutions for IG clients as part of the integrated IG Living Plan financial planning offering.

Quantifiable outcome

• Approximately $162 billion in assets under advisement serving approximately one million clients across Canada
• +4 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability5 records

Feature5 records

Partnerships

Four partnerships are on record, tiered flagship and core.

• Pickleball CanadaflagshipGTM or Marketing Partner · 7 April 2026IG Wealth Management and Pickleball Canada announced a multi-year national partnership making IG the organization's Official Wealth Management Partner and Title Partner of the Pickleball Canada National Championship (scheduled for August 24–30, 2026 in the Greater Toronto Area). The partnership supports Pickleball Canada's national programming, grassroots development initiatives, and marquee events. Pickleball participation in Canada is growing rapidly with over 1.8 million Canadians playing monthly and expected annual growth rates of 15–20 percent. This partnership is framed as a national movement supporting both community health and IG's brand visibility.
• Conquest PlanningcoreTechnology or Integration · 25 February 2026IG Wealth Management adopted Conquest Planning's AI-powered financial planning platform to address gaps in advisor technology enablement identified in its Advisor Perception Industry Study. The study found that 43% of Canadian advisors prioritize technology enablement yet 59% rate their dealers' support for AI and emerging technologies as fair or below. The partnership positions IG as addressing these gaps through advanced AI-driven planning capabilities.
• CapIntelcoreTechnology or Integration · 25 February 2026IG Wealth Management partnered with CapIntel for digital workflow integration, enabling advisors to streamline client onboarding, portfolio analysis, and proposal generation. This integration addresses the technology gap identified in IG's Advisor Perception Industry Study, where 56% of advisors say digital support is crucial but 49% describe their dealer's technology support as inadequate.
• interValcoreTechnology or Integration · 28 August 2025IG Wealth Management announced a strategic partnership with interVal, a Canadian AI-powered business valuation software company, to help small- and medium-sized business owners measure their business value and identify growth opportunities. Over the past year, IG advisors have been providing business clients with direct access to interVal's platform, which delivers comprehensive business valuations and key health metrics. The partnership enables IG advisors to offer clients enhanced guidance on wealth creation, management, and protection, addressing the specific needs of business owner clients.

Scale indicators9 records

Recent moves4 records

Expansion highlights5 records

Direct peers

• RBC Wealth Management: Royal Bank of Canada's wealth and asset management arm, including Phillips, Hager & North; offers advisor-led financial planning, investments, and private banking to Canadian mass-affluent and HNW clients — directly comparable to IG's hybrid advisor + investment product model.
• BMO Wealth Management: Bank of Montreal's wealth management division, providing full-service advice, investment solutions, and private banking to Canadian retail and HNW clients; competes with IG across mutual funds, advisor services, and integrated planning.
• TD Wealth: TD Bank's wealth management arm offering financial planning, advice, asset management, and private banking services through a national advisor network across Canada, directly overlapping with IG's core offering.
• CIBC Wealth Management: Canadian Imperial Bank of Commerce's wealth management business, including Wood Gundy, providing investment advisory, private wealth, and asset management services — a direct competitor to IG's integrated planning and advisor model.
• Manulife Wealth & Asset Management: Manulife's Canadian wealth and asset management operations including Manulife Investments and Manulife Wealth, offering segregated funds, mutual funds, advisory, and insurance-integrated wealth planning comparable to IG's product mix.
• Edward Jones (Canada): St. Louis-based advisor-led wealth manager with significant Canadian operations built around a national network of branch-based financial advisors delivering financial planning and investment solutions — comparable business model to IG's independent advisor network.
• Fidelity Investments Canada: Fidelity's Canadian wealth and asset management business offering mutual funds, ETFs, advisor services, and institutional portfolio management — directly comparable to IG's mutual fund and managed solutions offering for the Canadian retail investor.

Broad incumbents

• Sun Life Wealth: Sun Life Financial's Canadian wealth and insurance operations including Sun Life Global Investments and Sun Life Financial Distributors; competes with IG across mutual funds, segregated funds, and insurance-integrated wealth solutions as a broader incumbent.

Emerging players

• Wealthsimple: Canadian digital wealth management platform offering low-fee investing, robo-advisory, and trade platforms targeting the same mass-affluent Canadians as IG; IGM Financial is Wealthsimple's largest shareholder with a $2.3B stake, illustrating competitive and equity overlap.
• Questwealth Financial: Canadian online wealth management platform offering low-fee portfolio management and financial planning — a niche, direct competitor in the mass-affluent segment where IG also focuses its hybrid advisor model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/IGWealthMgmt
• YouTubeyoutube.com/@IGWealthManagement
• Facebookfacebook.com/IGWealthMgmt
• LinkedInlinkedin.com/company/igwealthmanagement
• Instagraminstagram.com/igwealthmanagement

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about IG Wealth Management