IGM Financial AUM at $287.88-billion at July 31

Executive Summary

• IGM Financial Inc. reported record-high total assets under management and advisement (AUMA) of $287.9 billion as of July 31, 2025, representing a 10.7% increase from $260.1 billion in July 2024.
• The company recorded total consolidated net inflows of $1.1 billion for July 2025, a significant increase from $62 million in the same period the previous year.
• Both major subsidiaries, IG Wealth Management and Mackenzie Investments, reported record-high assets under advisement and management respectively, with Mackenzie Investments turning from net redemptions in July 2024 to net sales in July 2025.

Key Details

• Total AUMA: Reached a record high of $287.9 billion at July 31, 2025, up from $283.9 billion in June 2025 and $260.1 billion in July 2024.
• Total Net Inflows: $1.1 billion in July 2025, compared to $62 million in July 2024.
• IG Wealth Management (IGWM):
  • Assets under advisement reached a record high of $148.4 billion (up from $146.7 billion in June 2025).
  • Investment fund net sales were $192 million (down from $270 million in July 2024).
  • Total net inflows were $203 million (down from $261 million in July 2024).
  • Gross inflows and gross sales each reached a record high of $1.3 billion in July 2025.
• Mackenzie Investments:
  • Assets under management reached a record high of $227.6 billion (up from $224.6 billion in June 2025).
  • Investment fund net sales were $183 million, compared to net redemptions of $73 million in July 2024.
  • Total net sales were $910 million, compared to net redemptions of $199 million in July 2024.
• Investment Fund Net Sales (Consolidated): $375 million in July 2025, up from $197 million in July 2024.