IG Wealth Management Simplifies Product Shelf to Better Serve Clients
The proposed mergers are designed to transition investors into funds with similar investment objectives and risk profiles, while providing greater scale and efficiency that can enhance long‑term performance potential. Of the eight proposed mergers, two are subject to investor approval and six do not require a vote. In addition, IG intends to terminate one private pool,
"We regularly review our investment offerings to ensure our advisors continue to deliver strong outcomes for clients," said
Investors of record as of
Mergers To Be Voted on
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Existing Fund ( |
To Be Merged Into ( |
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IG Core Portfolio – Global Income |
No investor action is required for the remaining six mergers. Investors will receive at least 60 days' notice with details regarding the mergers. The mergers are expected to occur on or about
Mergers Not Requiring a Vote:
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Existing Fund ( |
To Be Merged Into ( |
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IG Mackenzie Mutual of |
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IG Cornerstone Portfolio |
IG Core Portfolio - Income |
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IG JPMorgan Emerging Markets Fund II |
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IG Mackenzie Canadian Small Cap Fund II |
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IG Mackenzie |
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The IG Independent Review Committee has reviewed the proposed mergers and determined that, if implemented, they would achieve a fair and reasonable result for the funds.
In addition, IG Wealth Management intends to terminate the
About IG Wealth Management
Founded in 1926, IG Wealth Management ("IG") is a Canadian leader in delivering financial planning with approximately
SOURCE IG Wealth Management