Canada · Delayed Price · Currency is CAD IGM Financial Earnings Call Transcripts
Fiscal Year 2026
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Strong 2025 results included record net flows, earnings, and capital returns, with strategic investments delivering robust growth. Leadership transition emphasizes continuity, while AI and digital initiatives are set to drive the next phase of innovation and efficiency.
Fiscal Year 2025
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Record earnings and asset growth in 2025 were driven by strong performance across wealth and asset management, with strategic investments in Rockefeller and Wealthsimple adding significant value. The company increased its dividend by 10% and plans substantial share buybacks in 2026.
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Record adjusted EPS and double-digit earnings growth were driven by strong core business and strategic investments. Wealthsimple and Mackenzie achieved significant asset milestones, while capital returns and financial flexibility remain priorities for 2026.
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Earnings growth is ahead of targets, driven by strong performance in both core and strategic investments. Net flows and margins are improving, with a focus on high net worth clients and innovative products like active ETFs. Strategic investments such as Wealthsimple and ChinaAMC are delivering rapid asset growth.
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Record earnings growth and strong business momentum have been achieved, with further upside expected from strategic investments. IG Wealth is leveraging demographic trends, technology, and a holistic planning approach to gain share in high-net-worth segments and expand into estate planning, insurance, and banking.
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Record adjusted EPS and strong year-over-year growth were driven by robust asset inflows, strategic investments, and operational efficiencies. All segments contributed to earnings, with Wealthsimple and Rockefeller poised for future impact. Capital returns and financial flexibility remain priorities.
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Record Q1 adjusted EPS and client assets were achieved, with strong growth across wealth and asset management segments. Strategic investments and product innovation drove double-digit gains, while robust capital and diversified business lines position the group well amid market volatility.
Fiscal Year 2024
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Adjusted EPS rose 12% to CAD 3.95 in 2024, with strong asset growth across all core and strategic businesses. Capital returns to shareholders exceeded CAD 650 million, and 2025 guidance calls for continued investment, stable ChinaAMC earnings, and increased share buybacks.
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Adjusted EPS rose 12% year-over-year, driven by strong asset and earnings growth across wealth and asset management segments. Wealthsimple's valuation surged 46% following a third-party transaction, and capital returns to shareholders remained robust.
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The organization targets 9% medium-term EPS growth, driven by core and strategic businesses, with a focus on operational resilience and unlocking earnings from investments. Industry headwinds persist, but strong asset growth and new product initiatives position the firm for recovery and long-term value creation.
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Q2 adjusted EPS rose 4.5% year-over-year to CAD 0.93, with record AUM/AUA and strong inflows from mass affluent and high-net-worth clients. Wealthsimple and ChinaAMC delivered standout growth, while expense guidance and capital returns remain on track.