IGM Financial AUM at $303.8-billion at Feb. 28

Executive Summary

• IGM Financial Inc. reported record-high total assets under management and advisement (AUMA) of $326.6 billion as of February 28, 2026, representing a 17.4% increase from $278.2 billion in February 2025.
• The company recorded total consolidated net inflows of $647 million for February 2026, a decrease from the $924 million recorded in February 2025.
• Investment fund net sales were strong at $1.1 billion for the month, up significantly from $522 million in the prior year period.

Key Details

• Total AUMA: $326.6 billion at Feb. 28, 2026, up from $316.1 billion in the prior month (Jan. 2026) and $278.2 billion at Feb. 28, 2025.
• Consolidated Net Inflows: $647 million in Feb. 2026, compared to $924 million in Feb. 2025.
• Investment Fund Net Sales: $1.1 billion in Feb. 2026, up from $522 million in Feb. 2025.

IG Wealth Management (IGWM) Performance: * Assets Under Advisement: $168.5 billion at Feb. 28, 2026, up from $163.8 billion in the prior month. * Net Inflows: $438 million in Feb. 2026, up from $398 million in Feb. 2025. * Investment Fund Net Sales: $724 million in Feb. 2026, compared to $525 million in Feb. 2025. * Gross Flows: Gross inflows totaled $1.8 billion, while gross sales were $2.2 billion for the month.

Mackenzie Investments Performance: * Assets Under Management: $256.0 billion at Feb. 28, 2026, up from $246.7 billion in the prior month. * Total Net Sales: $209 million in Feb. 2026, down from $526 million in Feb. 2025. * Investment Fund Net Sales: $374 million in Feb. 2026, up from net redemptions of $5 million in Feb. 2025.