IGM Financial Bundle
What are the Mission, Vision, and Core Values of IGM Financial;
Mission and vision statements are foundational for any successful business, articulating its purpose and aspirations. These declarations guide corporate strategy, shape culture, and influence decisions. IGM Financial Inc., a leading Canadian wealth and asset management company, operates through IG Wealth Management and Mackenzie Investments, with strategic investments in firms like Rockefeller Capital Management and Wealthsimple.
As of June 30, 2025, IGM Financial reported record high total assets under management and advisement (AUM&A) of $283.9 billion, a 12.5% increase from June 30, 2024. Their mission, vision, and values are instrumental in guiding their comprehensive financial services, helping approximately two million Canadians achieve their financial goals through personalized advice and diverse investment products. These principles are vital in shaping IGM Financial's corporate identity and ensuring strategic alignment across its diverse operations, as further analyzed in the IGM Financial BCG Matrix.
Key Takeaways
- IGM Financial's mission to improve Canadians' lives through better financial planning and management is central to its operations.
- Record total assets under management and advisement of $283.9 billion as of June 30, 2025, demonstrate the effectiveness of their client-centric approach.
- Core values of 'Be better,' 'Be accountable,' and 'Be a team' drive a culture of improvement, responsibility, and collaboration.
- These principles guide strategic investments, market expansion, and responses to industry challenges, reinforcing market leadership.
Mission: What is IGM Financial Mission Statement?
IGM Financial's mission is 'to better the lives of Canadians, by better planning and managing their money.'
This mission statement clearly defines IGM Financial's target customers as Canadians, encompassing individuals, families, and institutional clients. The core products and services offered revolve around financial planning and investment management, delivered through its primary operating companies, IG Wealth Management and Mackenzie Investments, as well as strategic partnerships. The market scope is predominantly Canada, though its strategic investments extend its reach globally through entities like China Asset Management Co., Ltd. and Northleaf Capital Group Ltd. The unique value proposition lies in 'better planning and managing their money,' emphasizing a comprehensive and client-centric approach to financial well-being. This mission is distinctly customer-centric, focusing on empowering clients to achieve their financial aspirations.
Client-Centric Focus
IGM Financial's mission prioritizes empowering clients to achieve their financial aspirations, reflecting a strong commitment to client well-being.
Comprehensive Financial Planning
The company offers extensive financial planning and investment management services through its key operating entities.
Canadian Market Emphasis
While globally connected, IGM Financial's primary focus remains on serving the diverse financial needs of Canadians.
Strategic Partnerships
Strategic alliances enhance its service delivery and market reach, complementing its core operations.
Value Proposition
The core value proposition is to help clients better plan and manage their money, ensuring financial stability and growth.
Empowering Clients
The mission underscores a dedication to providing tools and guidance that enable clients to take control of their financial futures.
For instance, IG Wealth Management demonstrated this focus by achieving record high gross client inflows of $4.2 billion in the first quarter of 2025, a 12.6% increase from the first quarter of 2024, with high net worth client assets under advisement growing by 35% year-over-year to $62 billion. Similarly, Mackenzie Investments reported total assets under management of $218.6 billion in Q1 2025, up 7.3% from the same period last year, reflecting their commitment to providing effective investment solutions. Understanding the Owners & Shareholders of IGM Financial provides further insight into the company's strategic direction and IGM Financial company purpose and mission.
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Vision: What is IGM Financial Vision Statement?
IGM Financial's vision is 'to be a leading wealth and asset management company, creating long-term value for shareholders and contributing to a sustainable future.'
IGM Financial's vision for the future emphasizes sustained market leadership in wealth and asset management. The company aims to expand its global influence while prioritizing long-term value creation for shareholders. This forward-looking perspective is deeply integrated with its commitment to a sustainable future, reflecting a holistic approach to growth and societal impact.
Market Leadership
IGM Financial seeks to maintain and expand its position as a top wealth and asset management firm.
Global Influence
The company aims to enhance its presence and impact on a global scale.
Shareholder Value
A core aspect of the vision is generating sustained long-term value for investors.
Sustainable Future
IGM Financial is committed to responsible growth and positive societal contributions.
Strategic Partnerships
Collaborations like those with Wealthsimple and Rockefeller Capital Management support future growth.
Client Focus
Supporting financial advisors and their clients remains central to the company's aspirations.
While IGM Financial does not explicitly articulate a single, formal vision statement, its forward-looking aspirations are conveyed through its strategic objectives and sustainability commitments. The company positions itself as a 'leading wealth and asset management company supporting financial advisors and the clients they serve in Canada, and institutional investors globally'. This implicitly suggests a vision of sustained market leadership and expanded global influence. Furthermore, IGM's commitment to 'creating long-term value for our shareholders and doing what's right for a sustainable future' and its sustainability strategy, 'Action today, better tomorrow,' highlight a future-oriented focus on responsible growth and societal impact. This vision encompasses industry leadership and a broader global impact through its strategic investments. The aspiration appears realistic yet ambitious, supported by IGM Financial's robust performance, including record high assets under management and advisement of $283.9 billion as of June 30, 2025, and its strategic moves to diversify and strengthen its capabilities through partnerships like Wealthsimple and Rockefeller Capital Management. The emphasis on long-term planning, including actions on climate change and empowering communities, grounds this aspirational outlook in tangible commitments. For more details on the company's guiding principles, explore the Mission, Vision & Core Values of IGM Financial.
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Values: What is IGM Financial Core Values Statement?
IGM Financial operates with three core values that underpin its corporate culture and business practices: 'Be better,' 'Be accountable,' and 'Be a team.' These IGM Financial core values guide the company's strategic decisions and daily operations, shaping its approach to clients, employees, and the broader community.
Be Better
This IGM Financial core value emphasizes a continuous pursuit of improvement and innovation to deliver exceptional client experiences. Mackenzie Investments launched 11 new investment funds year-to-date in Q1 2025, demonstrating a commitment to evolving their offerings.
Be Accountable
This IGM Financial core value centers on fostering clarity, empowering responsible action, and holding each other responsible for achieving goals. IGM Financial's adjusted net earnings increased by 5.9% to $237.8 million in Q1 2025 compared to Q1 2024, reflecting this commitment.
Be a Team
This IGM Financial core value underscores unity and collective impact to achieve shared goals. The synergy between IG Wealth Management and Mackenzie Investments forms a $364.7 billion platform, enabling collaborative growth.
Client-Centricity
While not an explicit core value, client-centricity is an overarching principle embedded in the IGM Financial purpose and mission, guiding all operations and strategic decisions to meet client needs effectively.
These IGM Financial company values collectively differentiate the firm by fostering a culture of continuous improvement, responsibility, and collaboration. To understand how these principles translate into market positioning, explore the Competitors Landscape of IGM Financial. Discover how the IGM Financial mission and vision influence the company's strategic decisions in the next chapter.
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How Mission & Vision Influence IGM Financial Business?
A company's mission and vision statements are the bedrock of its strategic decision-making, providing a clear direction for growth and operations. These statements articulate the company's fundamental purpose and its aspirations for the future, influencing everything from product development to market expansion.
IGM Financial's Guiding Principles
IGM Financial's mission to better the lives of Canadians through financial planning and management directly shapes its strategic direction.
- This client-centric mission drives a focus on acquiring clients in the high-net-worth and mass-affluent segments.
- It also underpins the emphasis on personalized advice and a broad array of investment products.
- Strategic investments in companies like Wealthsimple and Rockefeller Capital Management align with this mission by expanding capabilities and diversifying earnings.
- Global expansion, seen in investments in China Asset Management Co., Ltd. and Northleaf Capital Group Ltd., reflects a vision for broader market impact.
Strategic Alignment in Action
The company's strategic decisions are a direct reflection of its mission and vision, ensuring all initiatives serve its core purpose.
Product Development Driven by Client Needs
Product development at Mackenzie Investments, including expanded private asset offerings and a focus on ETFs, is a response to evolving client needs, demonstrating the mission's influence.
Measurable Success Through Strategic Execution
Record consolidated assets under management and advisement of $283.9 billion at June 30, 2025, a 12.5% increase from the previous year, highlight the success of strategies aligned with the company's purpose.
Leadership Affirmation of Vision
The President and CEO's comments on strong annual results, including adjusted earnings per share of $3.95, an 11.6% increase, underscore the effective integration of mission and vision into operational success.
Impact on Client Segments
The company's strategic focus on specific client segments, such as the high-net-worth and mass-affluent, is a direct outcome of its mission to improve financial lives, as evidenced by the $4.2 billion in gross inflows for IG Wealth Management in Q1 2025.
Understanding the Market Reach
The company's strategic expansion into global markets and diverse investment types reflects a long-term vision that complements its core mission, impacting its Target Market of IGM Financial.
IGM Financial's mission and vision statements are pivotal in guiding its strategic decisions, ensuring that growth and operational efforts remain aligned with its core purpose of enhancing Canadians' financial well-being. Explore how these principles are continually refined in the next chapter on core improvements.
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What Are Mission & Vision Improvements?
Enhancing IGM Financial's mission and vision can further solidify its market position and future direction. A more explicit, forward-looking vision statement could better capture its aspirations in a rapidly evolving financial landscape.
Articulate a Transformative Vision for Technological Leadership
Develop a singular vision statement that emphasizes leadership in technologically advanced, personalized financial solutions, leveraging AI and data analytics to proactively meet client needs.
Integrate Sustainability into the Core Vision
Prominently feature sustainability commitments within the vision, highlighting the company's role in fostering a resilient financial future for Canadians through responsible investing and climate action.
Clarify the IGM Financial Mission Statement
The current mission statement of IGM Financial focuses on empowering Canadians to achieve financial security. This purpose is central to its operations, guiding its efforts in wealth management and financial planning.
Understanding IGM Financial Core Values
IGM Financial's core values are foundational to its corporate culture and strategic goals. These principles inform employee conduct and client interactions, ensuring a consistent approach to business.
IGM Financial's mission is to empower Canadians to achieve financial security. This purpose drives the company's commitment to providing comprehensive financial planning and wealth management services. The company's vision, while not explicitly stated as a singular sentence, is embedded in its strategic objectives to be a leader in the Canadian financial services industry. Its core values, such as integrity, client focus, and innovation, are integral to its operations and contribute to its overall Growth Strategy of IGM Financial.
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