Investors Group Financial Services Inc.

What Investors Group Financial Services Inc. does

Investors Group Financial Services Inc. operates as IG Wealth Management, a Canadian financial planning and wealth management firm headquartered in Winnipeg and founded in 1926. It serves Canadian retail and high-net-worth clients through a national network of IG Financial Advisors, complemented by wholly-owned subsidiaries IG Private Wealth Management and IG Private Company Advisory. The offering spans retirement, investment, mortgage, estate, tax, insurance, and cash management services, anchored by the IG Living Plan digital financial-planning framework that integrates the products into a single personalized plan.

The firm operates through two regulated channels: a Mutual Fund Division (offering mutual funds and segregated funds under the IG Wealth Management brand and generating recurring management-fee revenue) and an Investment Dealer Division (a Canadian Investor Protection Fund member offering brokerage and additional investment products under a transaction-/advisory-fee model). Pricing is quote-based rather than published: clients engage an advisor for personalized plans. Distribution is primarily advisor-led via the 'Find an advisor' channel, with a digital self-service layer at secure.ig.ca for existing clients and a multi-channel marketing footprint (IG Insights blog, The Living Market podcast, social channels, educational webinars, and financial calculators).

The product surface is broad and deliberately cross-sold: iProfile individual investment mandates, IG Wealth Portfolios, Separately Managed Accounts, Guaranteed Investment Funds, the IG Home Equity Plan mortgage product, and an insurance suite covering life, disability, critical illness, health and dental, group plans, long-term care, and annuities. The firm has expanded its menu into sustainable investing, private asset investments (private equity, real estate, infrastructure), and a Charitable Giving Program. Operating geography is Canada-only (no global footprint claim). Revenue, ownership, capital structure, and AUA are not publicly disclosed; the company is privately held and celebrates its centennial in 2026.

Name

Investors Group Financial Services Inc.

Legal name

IGWM Inc.

Website

https://investorsgroup.com

Company type

Private

Founded year

1926

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

Investors Group Financial Services Inc., operating as IG Wealth Management, is a Winnipeg-headquartered Canadian financial planning and wealth management firm serving retail and high-net-worth clients through a national advisor network and the IG Living Plan digital planning platform.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Planning

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD)

akta.pro secondary industries

Business Owner & Executive Financial Planning (FSAEAAAO), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Wealth management services
• Financial planning advice
• Mutual fund products
• Retirement planning services
• Investment advisory

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. Mutual Fund Management: Mutual funds and investment products are offered through the Mutual Fund Division of IG Wealth Management Inc., generating revenue through management fees on assets under administration.
2. Investment Dealer Services: Additional investment products and brokerage services are offered through the Investment Dealer Division, generating revenue through transaction fees and advisory charges. IG Wealth Management Inc. is a member of the Canadian Investor Protection Fund.
3. Financial Planning Services: Financial planning services offered through advisors, generating revenue through advisory fees. In Quebec, the firm operates as a firm in financial planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

IG Wealth Management provides comprehensive personal financial planning and wealth management services to Canadian individuals, delivered through a national network of financial advisors. The core offering is the IG Living Plan, a unified planning framework that integrates investment solutions (mutual funds, iProfile, IG Wealth Portfolios, Separately Managed Accounts, Guaranteed Investment Funds), retirement, tax, estate, insurance, mortgage (IG Home Equity Plan), and cash management services into a personalized plan. Revenue is generated through mutual fund management fees, investment dealer transaction and advisory charges, and financial planning advisory fees.

Product overview

IG Wealth Management offers a unified financial services platform with the IG Living Plan as the core planning framework, supplemented by specialized sub-brands (IG Private Wealth Management, IG Private Company Advisory) and modular investment solutions including iProfile, IG Wealth Portfolios, and Separately Managed Accounts. The product ecosystem includes mortgage solutions (IG Home Equity Plan), insurance products (Life, Disability, Critical Illness), estate and tax planning services, sustainable and private asset investing options, and digital tools such as the Investment Finder, Financial Calculators, Multi-factor Authenticator, and Total Cost Reporting. The platform emphasizes personalized human advisory combined with digital tools for comprehensive wealth management.

Differentiator

Problem solved

Functional benefit

Brands

• IG Living Plan: Enhanced digital experience financial planning tool that creates comprehensive financial plans unique to each client.
• IG Wealth Connect
• IG Empower Your Tomorrow
• IG Walk For Alzheimer's
• The Living Market Podcast
• iProfile
• IG Home Equity Plan

Products and services

• IG Living Plan Comprehensive digital financial planning framework that adapts to clients' life changes, integrating retirement planning, major expenditures, cash flow management, insurance, and tax-efficient strategies into a personalized plan delivered through IG Advisors.
• IG Wealth Connect Wealth management service providing personalized financial advice and portfolio management connecting advisors and clients, targeted at higher-net-worth relationship segments.
• IG Private Wealth Management Comprehensive wealth management services for high-net-worth individuals and families, delivered through dedicated advisors under a wholly-owned IG subsidiary.
• IG Private Company Advisory Specialized advisory for business owners covering succession planning, exit strategies, and corporate financial planning, delivered through a wholly-owned IG subsidiary.
• iProfile Individual investment mandate program allowing customized investment management aligned with each client's personal financial goals and risk profile.
• IG Wealth Portfolios Professionally managed investment portfolios using diversified asset allocation strategies, offered through IG Wealth Management advisors.
• IG Home Equity Plan Mortgage solution that allows clients to access the equity in their homes for various financial needs, delivered alongside financial planning services.
• Guaranteed Investment Funds Insurance-based investment products offering guaranteed principal protection with growth potential, offered through the IG insurance and investment product line.
• Separately Managed Accounts Individual investment accounts managed by professional portfolio managers with customized strategies tailored to client objectives and constraints.
• Retirement Planning Services Comprehensive retirement planning services covering CPP optimization, TFSA and RRSP strategies, and pension planning, delivered through IG financial advisors.
• Insurance Products Life, disability, critical illness, health and dental, and long-term care insurance solutions to protect client lifestyle and income against unexpected events.
• Estate Planning Services Tax-efficient estate planning services including will preparation, executor selection, and inheritance strategies to carry out final wishes in a tax-efficient manner.
• Tax Planning Services Tax-efficient strategies for wealth accumulation and preservation, including income splitting and tax-loss harvesting, integrated into the client's overall financial plan.
• Sustainable Investing ESG-focused investment solutions for clients seeking environmentally and socially responsible investment strategies within the IG platform.
• Private Asset Investments Access to private market investments including private equity, real estate, and infrastructure, available to eligible IG Wealth Management clients.
• Charitable Giving Program Strategic philanthropy planning service including donor-advised funds and planned giving structures integrated into the client's wealth plan.
• Cash Management Services Cash flow optimization and debt management solutions coordinated with the client's broader financial plan and IG Advisor team.
• Business Ownership Advisory Financial planning services for business owners including succession planning, business financing, and tax-efficient business ownership strategies.

Named customers1 record

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Emerging players

• Wealthsimple: Canadian digital wealth manager offering robo-advisory, self-directed investing, and now premium human advice — emerging disruptor pressuring IG's fee structure and younger-client acquisition.

Broad incumbents

• RBC Wealth Management: Wealth management arm of Royal Bank of Canada serving mass-affluent and HNW clients through advisor-led financial planning, investments, and estate services — directly comparable to IG's retail wealth model in the Canadian market.
• CIBC Wealth Management (Imperial Service): Bank-affiliated Canadian wealth franchise combining Imperial Service advisors with investment and estate planning — competes head-on with IG's financial-advisor-led distribution.
• BMO Wealth Management: Bank-affiliated Canadian wealth manager offering full-service advisory, investment funds, and financial planning — overlapping IG's retirement, investment, and estate planning product set.
• TD Wealth: TD Bank's wealth division delivering advisor-driven financial planning, investment advisory, and estate services to Canadian consumers and business owners — closely aligned with IG's full-service wealth offering.
• Scotiabank Wealth Management: Wealth management arm of Bank of Nova Scotia providing investment advisory, private banking, and financial planning across Canada — comparable product breadth and advisor-led GTM to IG.

Direct peers

• Fidelity Canada: Canadian arm of Fidelity offering mutual funds, ETFs, and advisor-sold wealth solutions — competes with IG on investment products and advisory distribution.
• Manulife Wealth: Canadian wealth management operation of Manulife combining advisor distribution with proprietary investment and insurance solutions — directly competes with IG on integrated wealth + insurance offerings.
• Desjardins Wealth Management: Co-operative wealth franchise with a national advisor network offering investment, retirement, estate, and insurance solutions across Canada — highly comparable retail wealth platform.
• Edward Jones Canada: Canadian branch of the U.S. advisor-based wealth firm using a local-office financial advisor model with mutual fund and investment offerings — closely parallels IG's mass-market advisor distribution.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/valueoftheplan
• YouTubeyoutube.com/@IGWealthManagement
• Facebookfacebook.com/investorsgroup
• LinkedInlinkedin.com/company/investors-group
• Instagraminstagram.com/igwealthmanagement

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries2 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 Investors Group Financial Services Inc.