Groupe Investors

What Groupe Investors does

Groupe Investors, operating commercially as IG Gestion de patrimoine (IG Wealth Management), is a Canadian private financial services firm headquartered in Winnipeg and founded circa 1925, with the legal entity IG Gestion de patrimoine Inc. operating under the IG Wealth Management Inc. (IGWM) umbrella. It delivers comprehensive financial planning and wealth management services to Canadian individuals, families, and business owners, with the "Plan vivant IG" (Living Plan) serving as its flagship integrated planning framework. The plan unifies retirement income planning, investment solutions, insurance, mortgage financing, estate planning, tax optimization, and cash flow management into a single adaptive plan that evolves with client life events.

Its core products span managed portfolios (Portefeuilles Patrimoine IG, Solutions gérées Profil), insurance (life, disability, critical illness, long-term care, annuities, guaranteed investment funds), mortgage solutions including the Marge hypothécaire IG and CELIAPP, registered accounts (TFSA, RRSP, RDSP), and sustainable investing. The technology layer consists of an online client portal ("IG Gestion connectée"), online financial calculators, and multi-factor authentication — there is no disclosed proprietary AI/ML capability. Sub-brands extend reach into high-net-worth (IG Gestion privée de patrimoine) and entrepreneur/business advisory (Services-conseils aux entreprises IG) segments.

The business model is primarily subscription/recurring: advisory fees, mutual fund and segregated fund management fees, and distribution revenue, supplemented by transaction fees on mortgage originations. Distribution runs through a nationwide licensed financial advisor network supported by digital self-serve tools, with marketing executed via content (Perspectives articles), a weekly podcast ("Les marchés en mouvement"), webinars, and broad social media presence. The company is regulated by OCRI and is a member of the Canadian Investor Protection Fund (FCPI). Revenue figures, headcount details, and ownership structure beyond the IGWM Inc. parent reference are not disclosed in source data.

Name

Groupe Investors

Legal name

IG Gestion de patrimoine Inc.

Website

https://groupeinvestors.com

Company type

Private

Founded year

1925

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Groupe Investors (IG Wealth Management / IG Gestion de patrimoine) is a Canadian private wealth management firm offering integrated financial planning, investment, insurance, and mortgage solutions to individuals, families, and business owners through a nationwide licensed advisor network.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Finance and Insurance (52)

SIC

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

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

akta.pro secondary industries

Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC), ESG/Sustainable Investment Advisory (FSAEAAAJ)

Keywords

• Wealth management services
• Financial planning advice
• Retirement income planning
• Estate planning services
• Investment management solutions

Headquarters

HQ city

Montreal

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. Financial Advisory Services: Revenue generated from fees for comprehensive financial planning advice provided by licensed advisors. The advisory services cover investment solutions, retirement planning, estate planning, tax planning, and insurance needs.
2. Mutual Funds Distribution: Mutual funds and investment products offered through the company's investment fund division, generating management fees and distribution revenue.
3. Mortgage Solutions: Mortgage lending products including the IG Mortgage Line (Marge hypothécaire IG), providing home financing solutions to clients.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Groupe Investors (operating as IG Gestion de patrimoine / IG Wealth Management) provides comprehensive financial planning and wealth management services to Canadian individuals, families, and business owners through a network of licensed financial advisors. The core offering is the Plan vivant IG (Living Plan), an integrated financial plan that unifies investment solutions, retirement planning, insurance, mortgages, estate planning, tax optimization, and cash flow management. The company also distributes mutual funds, segregated funds, and managed portfolio products from international asset managers.

Product overview

IG Gestion de patrimoine (Investors Group) is a Canadian financial services company offering a comprehensive, integrated financial planning platform. The core offering is the Plan vivant IG (IG Living Plan), a holistic financial plan that unifies all financial services including investment solutions, retirement planning, insurance, mortgages, estate planning, and tax optimization. The platform is complemented by IG Gestion connectée (connected management platform) for digital account access, with specialized sub-brands for private wealth management and business advisory services. The product portfolio includes managed portfolio solutions, insurance products (life, disability, critical illness), mortgage solutions through IG's mortgage margin, registered accounts (TFSA, RRSP, RDSP), and specialized services for business owners and entrepreneurs. All solutions leverage international asset management expertise to deliver world-class investment performance.

Differentiator

Problem solved

Functional benefit

Brands

• IG Gestion privée de patrimoine: Private wealth management services
• Services-conseils aux entreprises IG
• Plan vivant IG
• IG Gestion connectée

Products and services

• Plan vivant IG (IG Living Plan)

Quantifiable outcome

• Clients benefit from integrated financial planning that considers all income sources (CPP, TFSA, RRSP, pension plans) for comprehensive retirement income calculation

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators2 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Fidelity Investments Canada: Offers Canadian mutual funds, managed portfolios and investment advice through both advisor and self-directed channels, directly competing with IG's investment solutions and Plan vivant offering.
• Edward Jones Canada: Operates an almost identical face-to-face, advisor-based wealth management model in Canada, serving mass-affluent households with comprehensive financial planning and access to proprietary and third-party investment products — the closest structural analogue to IG Gestion de patrimoine.

Broad incumbents

• TD Wealth: Bank-affiliated wealth business providing financial planning, advice and investment products through branch- and advisor-based channels, with comparable integrated offerings to IG's Canadian household focus.
• Sun Life Financial: A major Canadian life insurer with wealth management operations including mutual funds, seg funds and group retirement plans; comparable to IG's combination of insurance products and investment solutions at a larger institutional scale.
• BMO Wealth Management: Bank-owned Canadian wealth arm offering full-service advisory, investment, estate and insurance solutions across mass-affluent and HNW segments; a broad incumbent competitor to IG's integrated planning platform.
• RBC Wealth Management: Bank-owned Canadian wealth franchise with advisor-led full-service planning, investment management and estate services; competes with IG across the same mass-affluent to HNW client spectrum.
• Manulife Wealth & Insurance: A large Canadian integrated insurer and wealth manager combining life insurance, group benefits and investment products; overlaps with IG's insurance-integrated wealth model but operates at greater scale across broader product lines.

Emerging players

• Wealthsimple: Canadian digital-first wealth manager offering low-cost robo-advice, ETFs and self-directed investing; an emerging competitor targeting the same mass-affluent demographic as IG but with a fundamentally different, lower-cost digital model.
• Questwealth (Questrade): Canadian digital wealth manager providing low-fee managed portfolios alongside self-directed investing; competes with IG by targeting price-sensitive mass-affluent Canadians with a digital-first advisory experience.

Regional players

• Desjardins Wealth Management: Quebec-headquartered cooperative wealth and insurance operation offering financial planning, mutual funds and life insurance to individuals and businesses; a strong regional competitor in IG's home Quebec market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/IGPatrimoine
• YouTubeyoutube.com/@IGGestiondepatrimoine
• Facebookfacebook.com/IGPatrimoine
• LinkedInlinkedin.com/company/iggestiondepatrimoine
• Instagraminstagram.com/ig_gestiondepatrimoine

Compliance2 records

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 Groupe Investors