IG Wealth Management
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.
- Company typePrivate
- Founded1926
- HeadquartersWinnipeg, Canada
- Headcount1,001–5,000
- GTM typeB2C
- OfferingServices
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.
IG Wealth Management firmographics
Firmographics- 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
IG Wealth Management industry classification
Industry- 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
Where IG Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Winnipeg
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
IG Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- 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.
- 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.
- Mortgage Solutions: IG Wealth Management provides mortgage solutions including the IG Home Equity Plan, generating revenue through mortgage origination and servicing activities.
- 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
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Mutual fund management fees — tiered by fund series (Series F, F4, I, T, etc.) |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
IG Wealth Management product offering
Product offeringCore 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
Companies that use IG Wealth Management
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles2 records
IG Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability5 records
Feature5 records
IG Wealth Management partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered flagship and core.
- Pickleball CanadaflagshipIG 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 PlanningcoreIG 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.
- CapIntelcoreIG 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.
- interValcoreIG 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
IG Wealth Management competitors and assessment
Company assessmentDirect 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
IG Wealth Management social profiles
Digital presenceIG Wealth Management compliance and trust
Trust signalCompliance5 records
IG Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
IG Wealth Management leadership team
Management profileNumber of profiles
Profiles4 records
IG Wealth Management subsidiaries and ownership
Company hierarchySubsidiaries3 records
IG Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
IG Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about IG Wealth Management
What does IG Wealth Management do?
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.
Is IG Wealth Management a public or private company?
IG Wealth Management is a private company. It is classified as corporate owned and is currently operating.
When was IG Wealth Management founded?
IG Wealth Management was founded in 1926. It employs 1,001 to 5,000 people.
Where is IG Wealth Management based?
IG Wealth Management is headquartered in Winnipeg, Canada, in the North America region.
How does IG Wealth Management make money?
Four revenue lines are on record. Investment Management and Advisory Fees are the primary driver. The others are mutual Fund Distribution, mortgage Solutions and insurance Products.
Who are IG Wealth Management's main competitors?
Direct peers on record are RBC Wealth Management, BMO Wealth Management, TD Wealth, CIBC Wealth Management, Manulife Wealth & Asset Management, Edward Jones (Canada) and Fidelity Investments Canada. Sun Life Wealth is listed as a broad incumbent. Emerging players are Wealthsimple and Questwealth Financial.
Does IG Wealth Management have an API?
No public API is recorded for IG Wealth Management.
What industry is IG Wealth Management in?
IG Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail), with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 523940 and its SIC code is 6282.