IGM Financial is a leading Canadian wealth and asset management firm, primarily operating through its principal businesses, Investors Group Inc. and Mackenzie Financial Corporation. The firm focuses on the advice segment of the financial services market and typically engages in later-stage investments, including Series E and Series F rounds, as well as private equity.
Notable portfolio companies include Personal Capital, which has raised $165 million, and Rockefeller Capital Management, with $622 million raised. Key partners and decision-makers at IGM Financial leverage extensive experience in the financial services industry to guide their investment philosophy. The firm offers unique value-add services such as comprehensive financial planning and asset management expertise to support the growth and success of its portfolio companies.
IGM Financial - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages