{"product_id":"igmfinancial-business-model-canvas","title":"IGM Financial Business Model Canvas","description":"\u003cdiv class=\"pr-shrt-dscr-wrapper orange\"\u003e\n\u003csection class=\"pr-shrt-dscr-box\"\u003e\n\u003cdiv class=\"pr-shrt-dscr-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Magnifier-Icon.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eBusiness Model Canvas for a leading wealth manager: scale services, monetize client trust\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"pr-shrt-dscr-content\"\u003e\n\u003cp\u003eUnlock the strategic blueprint behind IGM Financial with our concise Business Model Canvas—three sentences that map how it creates client value, scales wealth management services, and monetizes trust. Perfect for investors and strategists seeking actionable insights; download the full Canvas to apply these tactics directly.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-1_new_design\"\u003e\n\u003cdiv class=\"frst_big_letter_heading\"\u003e\n\u003ch2\u003e\n\u003cspan class=\"frst_big_letter_letter green\"\u003eP\u003c\/span\u003e\u003cspan class=\"frst_big_letter_text\"\u003eartnerships\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-wrapper green\"\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003ePower Corp ecosystem alliances\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eLeverages relationships with Power Corporation affiliates—Power Corporation remained IGM's majority shareholder in 2024 (\u0026gt;50%)—to share capabilities, distribution reach and strategic investments. This alliance expands product breadth, balance sheet flexibility and data insights, enabling cross-referrals across wealth, insurance and institutional channels. It supports scale economies and faster innovation deployment across the group.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eSub-advisors and index providers\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003ePartners with specialist asset managers and benchmark licensors to broaden strategies, leveraging IGM Financial’s scale with over C$200 billion in AUM to access niche asset classes, factor and passive exposures. This partnership mix improves risk-adjusted outcomes and product differentiation while strengthening institutional credibility and due diligence depth.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-1_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Image.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eCustodians, transfer agents, and platforms\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eIGM partners with custodial banks, fund administrators, and recordkeepers to secure operations and compliance, supporting its roughly CAD 212 billion in assets under administration as of 2024. It ensures accurate trade settlement, NAV calculations, and regulatory reporting through daily reconciliation and automated fund accounting. Integration with dealer platforms and retirement plan providers expands distribution across dealer networks and workplace savings. Streamlined back‑office processes improve accuracy and client experience while reducing settlement risk.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-green-section\"\u003e\n\u003cdiv class=\"product-box-green-section4\"\u003e\n\u003cdiv class=\"title-row-green-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eFinancial advisors and dealer networks\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003eIGM Financial leverages IG Wealth Management and Investment Planning Counsel advisor forces to build referral loops, align practice management and compliance, and expand regional coverage and segment specialization; the advice-led distribution supports IGM's CA$258 billion in AUA\/AUM (2024) and a national advisor network.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eReferral loops\u003c\/li\u003e\n\u003cli\u003ePractice management \u0026amp; compliance\u003c\/li\u003e\n\u003cli\u003eRegional \u0026amp; segment expansion\u003c\/li\u003e\n\u003cli\u003eAdvice-led trusted distribution\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-green-section4\"\u003e\n\u003cdiv class=\"title-row-green-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eFintech, data, and cybersecurity vendors\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003eIGM Financial leverages fintech, data, and cybersecurity vendors for digital onboarding, planning tools, and analytics, boosting personalization and client engagement across its platforms.\u003c\/p\u003e\n\u003cp\u003eThese partnerships raise advisor productivity, strengthen regulatory-grade data governance and cyber defense, and accelerate time-to-market for new client features; IGM reported approximately CAD 302 billion AUMA in 2024.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003ePartner focus: digital onboarding, analytics, planning\u003c\/li\u003e\n\u003cli\u003eBenefits: personalization, productivity, engagement\u003c\/li\u003e\n\u003cli\u003eRisk control: cyber defense, data governance\u003c\/li\u003e\n\u003cli\u003eImpact: faster feature rollout; AUMA ~CAD 302B (2024)\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eMajority-backed wealth platform fuels advisor-led growth with \u003cstrong\u003eCA$258B\u003c\/strong\u003e AUM and \u003cstrong\u003eCA$302B\u003c\/strong\u003e AUMA\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eLeverages Power Corporation majority (\u0026gt;50% in 2024) for cross-referrals and scale. Partners with specialist managers and custodians to support advisor-led distribution and ~CAD 212B AUA \/ CA$258B AUA\/AUM. Fintech and cyber vendors underpin personalization and CA$302B AUMA agility.\u003c\/p\u003e\n\u003ctable class=\"tbl_prdct green_head blur_tbl\"\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003eMetric\u003c\/th\u003e\n\u003cth\u003e2024\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003ePower stake\u003c\/td\u003e\n\u003ctd\u003e\u0026gt;50%\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAUA\/AUM\u003c\/td\u003e\n\u003ctd\u003eCA$258B\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAUA\u003c\/td\u003e\n\u003ctd\u003eCAD 212B\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAUMA\u003c\/td\u003e\n\u003ctd\u003eCA$302B\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-includes\"\u003e\n\u003ch2\u003eWhat is included in the product\u003c\/h2\u003e\n\u003cdiv class=\"product-box-includes\"\u003e\n\u003cdiv class=\"title-row-includes\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Word-Icon.svg\" alt=\"Word Icon\"\u003e\n\u003cstrong\u003eDetailed Word Document\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-includes\"\u003e\n\u003cp\u003eA comprehensive Business Model Canvas for IGM Financial outlining customer segments, value propositions, channels, revenue streams and key resources across the 9 BMC blocks. Includes competitive advantage analysis, linked SWOT insights and practical narratives for investor presentations and strategic decision-making.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"plus-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Plus-Icon.svg\" alt=\"Plus Icon\"\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-includes\"\u003e\n\u003cdiv class=\"title-row-includes\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Excel-Icon.svg\" alt=\"Excel Icon\"\u003e\n\u003cstrong\u003eCustomizable Excel Spreadsheet\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-includes\"\u003e\n\u003cp\u003eHigh-level view of IGM Financial’s business model with editable cells to quickly identify core components, condense strategy into a digestible format, and save hours of formatting—ideal for boardrooms, teams, or comparing competitors side-by-side.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-2_new_design\"\u003e\n\u003cdiv class=\"frst_big_letter_heading\"\u003e\n\u003ch2\u003e\n\u003cspan class=\"frst_big_letter_letter orange\"\u003eA\u003c\/span\u003e\u003cspan class=\"frst_big_letter_text\"\u003ectivities\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-wrapper orange\"\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003ePortfolio and risk management\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eDesigns, allocates and monitors multi-asset portfolios across retail and institutional mandates, executing security selection, systematic rebalancing and risk controls to maintain mandate risk profiles.\u003c\/p\u003e\n\u003cp\u003eIntegrates ESG and factor insights into portfolio construction and stewardship; in 2024 ESG-labelled strategies continued to represent a growing share of flows industry-wide.\u003c\/p\u003e\n\u003cp\u003eTargets consistent performance net of fees and taxes, with portfolio governance focused on downside protection, liquidity management and adherence to client-specific tax objectives.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eFinancial planning and advice\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eIGM Financial delivers holistic plans covering retirement, tax, estate and insurance, serving clients within a franchise that manages over C$200 billion in assets under management and administration (2024). Advisors conduct discovery, goal setting and scenario analysis, then align investment strategy to objectives and risk tolerance. Ongoing plan updates are provided as circumstances change to maintain target outcomes.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-2_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Image.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eProduct development and innovation\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eBuilds mutual funds, ETFs, model portfolios, alts and SMAs across IGM\/Mackenzie platforms, serving over 3,200 licensed advisors and more than CAD 140 billion in AUM\/AUA (2023). Conducts continuous market research, pricing analysis and quarterly compliance reviews to align products with regulation. Structures tax-efficient, outcome-oriented solutions and refreshes the shelf regularly to meet evolving client demand.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-orange-section\"\u003e\n\u003cdiv class=\"product-box-orange-section4\"\u003e\n\u003cdiv class=\"title-row-orange-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eDistribution, marketing, and education\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cp\u003eEquips advisors with turnkey campaigns, content, and events to drive client acquisition and retention, integrating digital channels, seminars, and thought leadership to generate demand.\u003c\/p\u003e\n\u003cp\u003eProvides client literacy tools and resources to improve financial understanding and engagement, while structured nurture programs deepen wallet share and move prospects through the pipeline.\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eAdvisor enablement\u003c\/li\u003e\n\u003cli\u003eDigital demand generation\u003c\/li\u003e\n\u003cli\u003eClient education tools\u003c\/li\u003e\n\u003cli\u003ePipeline nurturing\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-orange-section4\"\u003e\n\u003cdiv class=\"title-row-orange-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eOperations, compliance, and reporting\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cp\u003eIGM Financial, listed on the TSX as IGM and headquartered in Toronto, runs trading, settlement and client service at scale while maintaining KYC, AML and fiduciary standards. It produces timely client statements and regulatory filings (SEDAR+) and continues investing in automation and data-quality initiatives to reduce operational errors.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eScale: centralized trading\/settlement\u003c\/li\u003e\n\u003cli\u003eCompliance: KYC\/AML\/fiduciary\u003c\/li\u003e\n\u003cli\u003eReporting: quarterly SEDAR+ filings\u003c\/li\u003e\n\u003cli\u003eTech: automation \u0026amp; data-quality investments\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eESG-integrated, tax-efficient multi-asset portfolios supporting \u003cstrong\u003eC$200B\u003c\/strong\u003e\n\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eDesigns and manages multi-asset portfolios, integrating ESG\/factor insights and tax-efficient structures to meet client mandates. Delivers holistic financial planning via 3,200+ advisors across retirement, tax, estate and insurance services. Runs centralized trading, settlement, compliance and reporting, supporting C$200B AUM\/AUA (2024).\u003c\/p\u003e\n\u003ctable class=\"tbl_prdct green_head blur_tbl\"\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003eMetric\u003c\/th\u003e\n\u003cth\u003eValue\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eAUM\/AUA (2024)\u003c\/td\u003e\n\u003ctd\u003eC$200B\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAdvisors\u003c\/td\u003e\n\u003ctd\u003e3,200+\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eMackenzie AUM (2023)\u003c\/td\u003e\n\u003ctd\u003eCAD140B\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-1_new_design\"\u003e\n\u003ch2\u003e\n\u003cspan style=\"color: #3BB77E;\"\u003eDelivered as Displayed\u003c\/span\u003e\u003cbr\u003e Business Model Canvas\u003c\/h2\u003e\n\u003cp\u003eThe IGM Financial Business Model Canvas preview shown here is the exact document you'll receive after purchase. It’s not a mockup—this is the live deliverable, fully structured and populated. Upon purchase you’ll receive the same file, ready to edit and use in Word and Excel.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-1_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Explore-Preview.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"PortersFiveForce","offers":[{"title":"Default Title","offer_id":56161410548089,"sku":"igmfinancial-business-model-canvas","price":10.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0914\/5276\/8633\/files\/igmfinancial-business-model-canvas.png?v=1762692312","url":"https:\/\/portersfiveforce.com\/products\/igmfinancial-business-model-canvas","provider":"Porter's Five Forces","version":"1.0","type":"link"}