{"product_id":"igmfinancial-marketing-mix","title":"IGM Financial Marketing Mix","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\u003eBuilt for Strategy. Ready in Minutes.\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"pr-shrt-dscr-content\"\u003e\n\u003cp\u003eDiscover how IGM Financial’s product offerings, pricing architecture, distribution channels, and promotional mix interlock to drive client acquisition and retention; this snapshot highlights strategic strengths and quick wins. For professionals and students needing ready-to-use insights, the full 4Ps Marketing Mix Analysis delivers editable slides, data-backed recommendations, and benchmarking. Purchase the complete report to save hours and apply proven tactics immediately.\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\"\u003eroduct\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\/MARKETING-MIX-Content-Product-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eHolistic financial planning\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eIGM Financial, through IG Wealth Management and Mackenzie Investments (as of 2024), delivers comprehensive goals-based planning across retirement, tax, estates, education and cash flow. Advisors tailor plans for individuals, families and institutions; integrated advice—not just products—differentiates the offer, with plans refreshed as life events and markets change.\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\/MARKETING-MIX-Content-Product-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eInvestment funds and ETFs\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eMackenzie Investments offers mutual funds, ETFs and pooled strategies across equities, fixed income and multi-asset classes, managing over CAD 200 billion AUM as of H1 2025. Product suite spans active, passive, factor and sustainable mandates targeting growth, income and capital preservation across risk profiles. Institutional-grade research underpins product design, with ETF flows growing double digits in 2024 supporting expansion. \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\/MARKETING-MIX-Content-Product-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\/MARKETING-MIX-Content-Product-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eManaged solutions and portfolios\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eMulti-asset managed programs bundle asset allocation, manager selection and automated rebalancing (often quarterly), enabling model portfolios aligned to client risk bands and timelines (typical equity ranges 20–80%). Wrap structures simplify administration and consolidated reporting with common fee bands ~0.50–1.25%, emphasizing consistency, diversification and ongoing oversight.\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\/MARKETING-MIX-Content-Product-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eInsurance and cash solutions\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003eThrough partnerships IGM clients access insurance, annuities and cash management that complement investment plans for holistic coverage; protection products reduce downside risk while annuities secure retirement income. Liquidity options and high‑interest savings (market rates near 4% in 2024) support short‑term needs, and bundled solutions can boost client retention by ~10–15%.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003einsurance, annuities, cash management via partners\u003c\/li\u003e\n\u003cli\u003eprotection complements investments\u003c\/li\u003e\n\u003cli\u003eliquidity and high‑yield savings (~4% in 2024)\u003c\/li\u003e\n\u003cli\u003ebundling improves convenience and ~10–15% retention\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\/MARKETING-MIX-Content-Product-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eDigital tools and reporting\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cpdigital tools and reporting at igm financial power client portals apps for goal tracking performance document access with the firm managing approximately c billion aum as of advisors use planning software analytics crm to personalize advice. e-signature digital onboarding cut account setup times boost conversion rates while enhanced experiences improve transparency engagement. class=\"lst_crct\"\u003e\u003cli\u003eClient portals: goal tracking, documents, performance\u003c\/li\u003e\u003cli\u003eAdvisors: planning software, analytics, CRM\u003c\/li\u003e\u003cli\u003eOnboarding: e-signature, faster account setup\u003c\/li\u003e\u003cli\u003eOutcomes: transparency, higher engagement\u003c\/li\u003e\n\u003c\/pdigital\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\/MARKETING-MIX-Content-Product-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eC$290B firm offers goals-based planning; CAD200B+ funds, fees \u003cstrong\u003e0.50-1.25%\u003c\/strong\u003e\n\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eIGM Financial (C$290B AUM 2024) delivers goals-based planning via IG Wealth and Mackenzie (CAD 200B+ AUM H1 2025), offering mutual funds, ETFs, multi-asset models and partner insurance\/annuities. Advisors combine tailored advice with digital onboarding and portals; managed programs (equity 20–80%) have fee bands ~0.50–1.25% and boost retention ~10–15%.\u003c\/p\u003e\n\u003ctable class=\"tbl_prdct green_head blur_tbl\"\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003eProduct\u003c\/th\u003e\n\u003cth\u003eAUM\u003c\/th\u003e\n\u003cth\u003eFee band\u003c\/th\u003e\n\u003cth\u003eRetention lift\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\u003ctr\u003e\n\u003ctd\u003eMackenzie funds\/ETFs\u003c\/td\u003e\n\u003ctd\u003eCAD 200B+\u003c\/td\u003e\n\u003ctd\u003e0.50–1.25%\u003c\/td\u003e\n\u003ctd\u003e10–15%\u003c\/td\u003e\n\u003c\/tr\u003e\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\u003eDelivers a company-specific deep dive into IGM Financial’s Product, Price, Place, and Promotion strategies, grounded in actual brand practices and competitive context.\u003c\/p\u003e\n\u003cp\u003eIdeal for managers, consultants, and marketers needing a clear breakdown of IGM’s marketing positioning and strategic implications.\u003c\/p\u003e\n\u003cp\u003eClean, structured layout is easy to repurpose for reports, presentations, or workshops.\u003c\/p\u003e\n\u003cp\u003eEach 4P is explored with examples, benchmarks, and actionable recommendations.\u003c\/p\u003e\n\u003cp\u003eIncludes real data references and is ready for case studies or strategy audits.\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\u003eCondenses IGM Financial's 4P insights into a high-level, at-a-glance view to relieve analysis overload and speed decision-making. Designed as a customizable, plug-and-play one-pager for leadership presentations, cross-team alignment, and quick benchmarking across competitors.\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\"\u003eP\u003c\/span\u003e\u003cspan class=\"frst_big_letter_text\"\u003elace\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\/MARKETING-MIX-Content-Place-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eAdvisor-led distribution\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eIG Wealth Management and Investment Planning Counsel operate coast-to-coast advisor networks supporting IGM Financial’s roughly C$240 billion in AUA, enabling face-to-face, branch, home, office and virtual meetings. Advisors deliver relationship-based planning for complex needs (tax, estate, retirement) across 3,000+ local touchpoints. Local presence drives community referrals and tailored advice.\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\/MARKETING-MIX-Content-Place-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eInstitutional channels\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eMackenzie distributes to pension funds, endowments and sub-advised mandates, supporting over CAD 150 billion in institutional AUM as of 2024. Products are placed via investment consultants and competitive RFPs, while solutions include customized segregated pools and SMA structures. Institutional servicing teams handle due diligence, performance reporting and client governance reporting on a fiduciary basis.\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\/MARKETING-MIX-Content-Place-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\/MARKETING-MIX-Content-Place-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eDigital and direct access\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eClient portals, mobile apps, and secure video meetings enable IGM Financial to support remote service, with digital onboarding reducing friction and shortening cycle times; self-serve features complement advisor guidance while allowing clients to access accounts and documents anytime, improving satisfaction and retention.\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\/MARKETING-MIX-Content-Place-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eThird-party platforms\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cp\u003eMackenzie products appear on major dealer shelves and leading discount broker platforms, ensuring advisor and self-directed investor access. ETFs trade on public exchanges for broad retail and institutional reach, while open-architecture access via third-party platforms expands market penetration and visibility. Strategic shelf placement and platform agreements remain primary drivers of net flows into IGM\/Mackenzie products.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eDealer \u0026amp; discount-broker distribution\u003c\/li\u003e\n\u003cli\u003eExchange-listed ETFs for reach\u003c\/li\u003e\n\u003cli\u003eOpen-architecture expands penetration\u003c\/li\u003e\n\u003cli\u003eShelf placement drives flows\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\/MARKETING-MIX-Content-Place-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eEvents and community presence\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cp\u003eIGM Financial extends distribution through seminars, webinars and local workshops, leveraging over 4,000 advisors and a 2024 assets-under-management and administration base exceeding CAD 250 billion to scale reach. Advisors host themed events on retirement, tax and market updates to deepen client relationships and visibility. Community involvement builds trust and feeds lead generation into the advisor pipeline.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eSeminars\/webinars: expand distribution\u003c\/li\u003e\n\u003cli\u003eThemed events: retirement, tax, markets\u003c\/li\u003e\n\u003cli\u003eCommunity presence: trust \u0026amp; visibility\u003c\/li\u003e\n\u003cli\u003eLead gen: feeds advisor pipeline\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\/MARKETING-MIX-Content-Place-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eRetail \u0026amp; institutional assets: \u003cstrong\u003eCAD 250B\u003c\/strong\u003e, \u003cstrong\u003eCAD 150B\u003c\/strong\u003e AUM\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eIGM leverages 4,000+ advisors and 3,000+ local touchpoints to serve retail clients, supporting ~CAD 250B AUA (2024) via branches, homes and virtual channels; digital portals and onboarding cut cycle times and boost retention. Mackenzie targets institutions with ~CAD 150B institutional AUM (2024) through consultant channels, RFPs, ETFs and open-architecture platforms.\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 (2024)\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eIGM AUA\u003c\/td\u003e\n\u003ctd\u003eCAD 250B\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAdvisors\/touchpoints\u003c\/td\u003e\n\u003ctd\u003e4,000+\/3,000+\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eMackenzie institutional AUM\u003c\/td\u003e\n\u003ctd\u003eCAD 150B\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eDistribution channels\u003c\/td\u003e\n\u003ctd\u003eDealers, ETFs, platforms\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;\"\u003eSame Document Delivered\u003c\/span\u003e\u003cbr\u003eIGM Financial 4P's Marketing Mix Analysis\u003c\/h2\u003e\n\u003cp\u003eThe preview shown here is the actual IGM Financial 4P's Marketing Mix Analysis you’ll receive instantly after purchase—no surprises. This fully editable, comprehensive document is ready to use for strategy, presentations, or client work. Buy with confidence; the file you download is identical to this preview.\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":56164611326329,"sku":"igmfinancial-marketing-mix","price":10.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0914\/5276\/8633\/files\/igmfinancial-marketing-mix.png?v=1762737443","url":"https:\/\/portersfiveforce.com\/products\/igmfinancial-marketing-mix","provider":"Porter's Five Forces","version":"1.0","type":"link"}