IG Wealth Management

Overview

One of Canada's largest independent wealth management firms, established in 1926, with a head office in Winnipeg. The firm manages over $110.8 billion in assets and serves approximately one million clients across the country through a broad network of advisors.

It offers a comprehensive suite of financial services, including integrated financial planning, retirement and estate planning, insurance solutions, and private wealth advisory. The firm is recognized for investment performance, community involvement, and its commitment to the financial well-being of Canadians. Its product offerings include mutual funds, managed portfolios, and tax-advantaged investment structures for long-term growth and client goal alignment.

Basic Information

Contact Details

• Phone: +1 888-746-6344
• Website: ig.ca
• LinkedIn: linkedin.com/company/igwealthmanagement

Key Focus Areas & Initiatives

• Comprehensive financial planning and wealth management
• Retirement and estate planning solutions
• Insurance and risk management services
• Private wealth advisory for high-net-worth individuals
• Mutual funds and managed portfolio products
• Tax-efficient strategies and investment structures
• Community financial education initiatives
• Client-focused, integrated advisory model
• Sustainable and socially responsible investing
• Financial literacy programs for Canadians

Technologies Used

• Adobe CQ
• Adobe Media Optimizer
• Amazon SES
• Apache
• Apex
• Atlassian Cloud
• Brightcove
• Cedexis Radar
• Circle
• Citrix
• Cloudflare DNS
• Copilot
• DocuSign
• DoubleClick Floodlight
• ExactTarget
• Excel4Apps
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Google AdWords Conversion
• Google Font API
• Google Maps
• Google Maps (Non Paid Users)
• Google Tag Manager
• Highcharts JS Library
• Instagram
• Jira
• Leadsquared Marketing Automation
• LinkedIn Ads
• Linkedin Marketing Solutions
• Microsoft 365
• Microsoft Application Insights
• Microsoft Excel
• Microsoft Office
• Microsoft Office 365
• Microsoft PowerPoint
• Microsoft Teams Rooms
• Mobile Friendly
• MouseFlow
• Ning
• ON24
• Office365
• Omniture (Adobe)
• Outlook
• PRO.FILE
• PowerBI Tiles
• Python
• Qualtrics
• R
• REST
• Remote
• SAP ECC
• SQL
• Salesforce
• Salesforce Flow
• Salesforce Service Cloud
• Salesforce VisualForce
• Sendgrid
• ServiceNow
• SharePoint
• Slack
• The Trade Desk
• Typekit
• Vimeo
• VueJS
• Yahoo Ad Manager Plus
• Yahoo Analytics
• YouTube
• Zen Planner
• Zephyr
• accessiBe
• pandas

Buyer Teams to Target

Investment & Portfolio Management

• Chief Investment Officer
• Portfolio Manager
• Investment Analyst
• Director of Research
• Senior Investment Advisor
• Risk Manager

Financial Advisory & Client Services

• Head of Wealth Advisory
• Lead Financial Planner
• Relationship Manager
• Estate Planning Specialist
• Insurance Advisor
• Client Service Director

Technology & Digital Transformation

• Chief Technology Officer
• Director of IT
• Digital Product Manager
• Business Intelligence Analyst
• Systems Architect
• CRM Administrator

Compliance, Legal & Risk

• Chief Compliance Officer
• Director of Risk Management
• Head of Legal
• AML Compliance Manager
• Internal Audit Lead
• Regulatory Affairs Specialist

What They Buy

• Financial planning and portfolio management software
• Risk assessment and compliance solutions
• Customer relationship management platforms
• Digital marketing and automation tools
• Cybersecurity and data privacy services
• Enterprise cloud infrastructure
• Employee training and financial literacy resources

Signals to Watch

• 📆 New job postings for financial advisors or technology roles
• 🚀 Launch of new investment products or retirement solutions
• 💰 Announcements of new assets under management or growth milestones
• 🧑‍💼 Executive leadership or board changes
• 📊 Digital transformation or large-scale IT project initiatives
• 🌱 New community or financial education program launches