Original News Release
IG Wealth Management Announces Changes to Select Funds
IG Wealth Management Announces Changes to Select Funds
Canada NewsWire
WINNIPEG, MB, May 12, 2026
WINNIPEG, MB, May 12, 2026 /CNW/ - IG Wealth Management ("IG") today announced changes to the portfolio managers, investment strategies and names of select mutual funds. These changes reflect updates from sub-advisor Mackenzie Financial Corporation and IG's ongoing commitment to continuously refining its product shelf to help deliver an exceptional investment experience for clients. All changes are effective May 12, 2026.
The portfolio manager, investment strategy and fund name changes are detailed below.
Portfolio Manager Changes
IG has announced the following portfolio manager changes:
Fund Name
Former Portfolio Management Team
New Portfolio Management Team
IG Mackenzie U.S. Small-Mid Cap Growth Fund
IG Mackenzie U.S. Small-Mid Cap Growth Fund II
Phil Taller, Senior Vice President, Portfolio Manager
John Lumbers, Vice President, Portfolio Manager
Arup Datta, Senior Vice President and Portfolio Manager
Nicholas Tham, Vice President and Portfolio Manager
Denis Suvorov, Vice President and Portfolio Manager
Haijie Chen, Vice President and Portfolio Manager
IG Mackenzie Betterworld SRI Fund
Andrew Simpson, Senior Vice President and Portfolio Manager
Michael Kapler, Vice President and Portfolio Manager
Richard Zhu, Assistant Vice President and Portfolio Manager
IG Mackenzie Canadian Small Cap Fund
Scott Carscallen, Vice President and Portfolio Manager
Dongwei Ye, Vice President and Portfolio Manager
Erik Sjoberg, Vice President and Portfolio Manager
IG Low Volatility Portfolio – Balanced
IG Low Volatility Portfolio – Growth
IG Low Volatility Portfolio – Income Balanced
IG Low Volatility Portfolio – Income Focus
Les Grober, Senior Vice President and Portfolio Manager
Nelson Arruda, Senior Vice President and Portfolio Manager
Andrea Hallett, Vice President and Portfolio Manager
Gleb Sivitsky, Vice President and Portfolio Manager
Paul Taylor, Vice President and Portfolio Manager
Irina Skrylev, Assistant Vice President and Portfolio Manager
Investment Strategy Changes
The following funds' investment strategies have been changed to ensure alignment with each fund team's investment philosophy:
Fund Name
IG Mackenzie U.S. Small-Mid Cap Growth Fund
IG Mackenzie U.S. Small-Mid Cap Growth Fund II
IG Mackenzie Betterworld SRI Fund
Fund Name Changes
The name of the following funds have changed:
Former Fund Name
New Fund Name
IG Mackenzie U.S. Small-Mid Cap Growth Fund
IG Mackenzie GQE U.S. Small-Mid Cap Equity Fund
IG Mackenzie U.S. Small-Mid Cap Growth Fund II
IG Mackenzie GQE U.S. Small-Mid Cap Equity Fund II
About IG Wealth Management
Founded in 1926, IG Wealth Management is a Canadian leader in delivering financial planning with approximately $167 billion in assets under management as of April 30, 2026. For more than 95 years, IG has been focused on improving the financial well-being of Canadians so they can confidently embrace all of life's possibilities. Through a network of advisors located across the country, IG provides approximately one million clients with personalized advice, comprehensive financial planning, insurance and mortgage services and professionally managed investment solutions. IG is a member of IGM Financial Inc. (TSX: IGM), part of the Power Corporation group of companies and one of Canada's leading diversified wealth and asset management organizations with approximately $325 billion in total assets under management and advisement as of April 30, 2026. For more information, visit ig.ca.
SOURCE IG Wealth Management
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Contact:
English Media Inquiries: Jaimie Roebuck, 647-629-2747, [email protected]; French Media Inquiries: Hiba Al Mondalek, 438-969-8234, [email protected]
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