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Our top performing investment solutions include 18 five-star rated Morningstar funds. In all, 59 of our funds are four- and five-star rated.
Morningstar Star Ratings reflect performance of Series U (series I for iProfile Funds) as of September 30, 2022 and are subject to change monthly. The ratings are an objective, quantitative measure of a fund’s historical risk-adjusted performance relative to other funds in its category. Only funds with at least a three-year track record are considered. The overall star rating for a fund is a weighted combination calculated from a fund’s 3, 5, and 10-year returns, as available, measured against the 91-day treasury bill and peer group returns. A fund can only be rated if there are a sufficient number of funds in its peer group to allow comparison for at least three years. If a fund scores in the top 10% of its fund category, it gets 5 stars; if it falls in the next 22.5%, it receives 4 stars; a place in the middle 35% earns a fund 3 stars; those in the next 22.5% receive 2 stars; and the lowest 10% receive 1 star. Ratings are just one factor to consider when investing. For more information about this rating, contact Morningstar at 1-800-531-4725, www.morningstar.ca or your IG Wealth Management Consultant. Quartile rankings and peers beaten are calculated by IG Wealth Management based on the fund series-level data Morningstar provides. The CIFSC categories, Star Ratings and number of funds in each category, and rates of return for the standard periods, respectively, are: IG Core Portfolio Income Series F, Canadian Short Term Fixed Income category: 1 year - (234 funds), -3.68% return, 3 years - 4 stars ( 222 funds), 0.48% return, 5 years – 5 stars (192 funds), 1.75% return, 10 year/Since Inception (July 12, 2013) – n/a stars (112 funds), 2.15% return. IG FI Canadian Equity Class F, Canadian Equity category: 1 year - (611 funds), -4.68% return, 3 years - 5 stars (531 funds), 7.53% return, 5 years – 5 stars (459 funds), 7.86% return, 10 year/Since Inception (July 12, 2013) – n/a stars (259 funds), 8.74% return. IG FI Canadian Equity F, Canadian Equity category: 1 year - (611funds), -4.83% return, 3 years - 4 stars (531 funds), 7.28% return, 5 years – 5 stars (459 funds), 7.79% return, 10 year/Since Inception (July 12, 2013) – n/a stars (259 funds), 8.60% return. IG JP Morgan Emerging Markets Class F, Emerging Markets Equity category: 1 year - (286 funds), -25.20% return, 3 years - 3 stars (243 funds), -0.37% return, 5 years – 4 stars (197 funds), 1.94% return, 10 year/ Since Inception (July 12, 2013) – n/a stars (91 funds), 5.43% return. IG Mackenzie Floating Rate Income F, Floating Rate Loan category: 1 year - (91 funds), -5.72% return, 3 years - 3 stars (86 funds), 0.15% return, 5 years – 4 stars (74 funds), 2.02% return, 10 year/Since Inception (July 16, 2014) – n/a stars (7 funds), 3.36% return. IG Mackenzie Global Financial Services F, Financial Services Equity category: 1 year - (66 funds), -14.05% return, 3 years - 5 stars (59 funds), 7.08% return, 5 years – 4 stars (48 funds), 6.94% return, 10 year/Since Inception (July 12, 2013) – n/a stars (31 funds), 10.51% return. IG Mackenzie Global Financial Services Class F, Financial Services Equity category: 1 year - (66 funds), -14.24% return, 3 years - 4 stars (59 funds), 6.90% return, 5 years – 4 stars (48 funds), 6.76% return, 10 year/Since Inception (July 12, 2013) – n/a stars (31 funds),10.42% return. IG Mackenzie Global Natural Resources Class F, Natural Resources Equity category: 1 year - (104 funds), 13.26% return, 3 years - 5 stars (103 funds), 21.22% return, 5 years – 5 stars (99 funds), 11.57% return, 10 year/ Since Inception (July 12, 2013) – n/a stars (66 funds), 6.87% return. IG Mackenzie Global Natural Resources F, Natural Resources Equity category: 1 year - (104 funds), 13.41% return, 3 years - 5 stars (103 funds), 23.07% return, 5 years – 4 stars (99 funds), 9.64% return, 10 year/ Since Inception (July 12, 2013) – n/a stars (66 funds), 2.11% return. IG Mackenzie Global Precious Metals Class F, Precious Metals Equity category: 1 year - (64 funds), -8.72% return, 3 years - 5 stars (60 funds), 7.31% return, 5 years – 5 stars (49 funds), 8.95% return, 10 year/Since Inception (July 12, 2013) – n/a stars (35 funds), 9.94% return. IG Mackenzie Income F, Canadian Fixed Income category: 1 year - (524 funds), -10.06% return, 3 years - 4 stars (465 funds), -1.97% return, 5 years – 5 stars (398 funds), 1.08% return, 10 year/Since Inception (July 12, 2013) – n/a stars (245 funds), 2.12% return. IG Putnam US Growth Class F, US Equity category: 1 year - (1,390 funds), -18.30% return, 3 years - 4 stars (1,214 funds), 9.53% return, 5 years – 5 stars (1,014 funds), 13.52% return, 10 year/ Since Inception (July 12, 2013) – n/a stars (437 funds), 15.84% return. IG Putnam US Growth F, US Equity category: 1 year - (1,390 funds), -18.30% return, 3 years - 4 stars (1,214 funds), 9.54% return, 5 years – 5 stars (1,014 funds), 15.56% return, 10 year/Since Inception (July 12, 2013) – n/a stars (437 funds), 15.93% return. iProfile Emerging Markets Private Class I, Emerging Markets Equity category: 1 year - (286 funds), -24.56% return, 3 years - 4 stars (243 funds), 0.55% return, 5 years – 5 stars (197 funds), 2.51% return, 10 year/Since Inception (March 1, 2013) – n/a stars (91 funds), 5.04% return. iProfile Emerging Markets Private Pool I, Emerging Markets Equity category: 1 year - (286 funds),-24.58 % return, 3 years - 4 stars (243 funds), 0.58% return, 5 years – 5 stars (197 funds), 2.54% return, 10 year/Since Inception (January 15, 2001) – 5 stars (91 funds), 7.18% return. iProfile Fixed Income Private Class, Canada Fund Global Fixed Income category: 1 year - (543 funds),-8.09% return, 3 years - 5 stars (401 funds), -0.80% return, 5 years – 5 stars (290 funds), 1.49% return, 10 year/Since Inception (March 1, 2013) – 5 stars (99 funds), 4.16% return. iProfile U.S. Equity Private Class, Canada Fund U.S. Equity category: 1 year - (1,390 funds),-7.60% return, 3 years - 4 stars (1,214 funds), 10.18% return, 5 years – 5 stars (1,014 funds), 11.22% return, 10 year/Since Inception (March 1, 2013) – 5 stars (437 funds), 14.07% return. IG Core Portfolio Balanced Growth F, Global Equity Balanced category: 1 year - (1,206 funds), -10.32% return, 3 years - 4 stars (1,055 funds), 3.49% return, 5 years – 4 stars (869 funds), 4.25% return, 10 year/Since Inception (July 12, 2013) – n/a stars (427 funds), 6.78% return. IG Core Portfolio Balanced F, Global Equity Balanced category: 1 year - (1,553 funds), -9.86% return, 3 years - 4 stars (1,321 funds), 2.60% return, 5 years – 4 stars (1,055 funds), 3.49% return, 10 year/Since Inception (July 12, 2013) – n/a stars (513 funds), 5.38% return. IG Core Portfolio Global Income F, Global Fixed Income category: 1 year – (543 funds), -8.71% return, 3 years - 4 stars (4012 funds), -1.17% return, 5 years –4 stars (290 funds), 0.79% return, 10 year/Since Inception (July 16, 2014) – n/a stars (99 funds), 2.11% return. IG Core Portfolio Income Balanced F, Global Neutral Balanced category: 1 year - (1,553 funds), -9.62% return, 3 years - 4 stars (1,321 funds), 1.86% return, 5 years – 4 stars (1,055 funds), 3.25% return, 10 year/Since Inception (July 12, 2013) – n/a stars (513 funds), 5.15% return. IG Core Portfolio Class Balanced F, Global Neutral Balanced category: 1 year - (1,553 funds), -9.87% return, 3 years - 4 stars (1,321 funds), 2.57% return, 5 years – 4 stars (1,055 funds), 3.36% return, 10 year/Since Inception (July 12, 2013) – n/a stars (513 funds), 4.96% return. IG FI Canadian Equity F, Canadian Equity category: 1 year - (611 funds), -4.83% return, 3 years - 5 stars (531 funds), 7.28% return, 5 years – 5 stars (459 funds), 7.79% return, 10 year/Since Inception (July 12, 2013) – n/a stars (259 funds), 8.60% return. IG FI Canadian Equity Class F, Canadian Equity category: 1 year - (611 funds), -4.68% return, 3 years - 5 stars (531 funds), 7.52% return, 5 years – 5 stars (459 funds), 7.86% return, 10 year/Since Inception (July 12, 2013) – n/a stars (259 funds), 8.74% return. IG Franklin Bissett Canadian Equity Class F, Canadian Equity category: 1 year - (611 funds), 4.81% return, 3 years - 5 stars (531 funds), 8.01% return, 5 years – 4 stars (459 funds), 6.35% return, 10 year/Since Inception (July 12, 2013) – n/a stars (259 funds), 7.57% return. IG Franklin Bissett Canadian Equity F, Canadian Equity category: 1 year - (611 funds), 4.81% return, 3 years - 5 stars (531 funds), 8.03% return, 5 years – 4 stars (459 funds), 6.37% return, 10 year/Since Inception (July 12, 2013) – n/a stars (259 funds), 7.61% return. IG Core Portfolio Income F, Global Fixed Income Balanced category: 1 year - (234 funds), -3.68% return, 3 years - 4 stars (222 funds), 0.48% return, 5 years – 5 stars (192 funds), 1.75% return, 10 year/Since Inception (July 12, 2013) – n/a stars (112 funds), 2.14% return. IG Core Portfolio Income Focus F, Global Fixed Income Balanced category: 1 year - (796 funds), -9.02% return, 3 years - 5 stars (690 funds), 0.68% return, 5 years – 5 stars (536 funds), 2.31% return, 10 year/Since Inception (July 12, 2013) – n/a stars (213 funds), 3.89% return. IG JPMorgan Emerging Markets Class F, Emerging Markets Equity category: 1 year - (286 funds), -25.20% return, 3 years - 3 stars (243 funds), -0.37% return, 5 years – 4 stars (197 funds), 1.94% return, 10 year/Since Inception (July 12, 2013) – n/a stars (91 funds), 5.42% return. IG Mackenzie Canadian Corporate Bond Fund F, Canadian Corporate Fixed Income category: 1 year - (78 funds), -9.74% return, 3 years - 4 stars (70 funds), -0.69% return, 5 years – 5 stars (62 funds), 1.48% return, 10 year/Since Inception (July 12, 2013) – n/a stars (40 funds), 2.35% return. IG Mackenzie Canadian Small/Mid Cap Class Series F, Canadian Small/Mid Cap Equity category: 1 year - (206 funds), -13.69% return, 3 years - 4 stars (184 funds), 9.49% return, 5 years – 4 stars (175 funds), 6.98% return, 10 year/Since Inception (July 12, 2013) – n/a stars (122 funds), 6.59% return. IG Mackenzie Canadian Small/Mid Cap Series F, Canadian Small/Mid Cap Equity category: 1 year - (206 funds), -13.69% return, 3 years - 4 stars (184 funds), 9.522% return, 5 years – 4 stars (175 funds), 7.00% return, 10 year/Since Inception (July 12, 2013) – n/a stars (122 funds), 6.64% return. IG Mackenzie Canadian Dividend & Income Equity F, Canadian Dividend & Income Equity category: 1 year - (431 funds), 1.03% return, 3 years - 3 stars (401 funds), 6.25% return, 5 years – 4 stars (360 funds), 6.30% return, 10 year/Since Inception (July 12, 2013) – n/a stars (207 funds), 5.57% return. IG Mackenzie Global Financial Services U, Financial Services Equity category: 1 year - (66 funds), -14.06% return, 3 years - 5 stars (59 funds), 7.08% return, 5 years – 4 stars (48 funds), 6.93% return, 10 year/Since Inception (July 12, 2013) – n/a stars (31 funds), 10.51% return. IG Mackenzie Global Financial Services Class F, Financial Services Equity category: 1 year - (66 funds), -14.24% return, 3 years - 4 stars (59 funds), 6.90% return, 5 years – 4 stars (48 funds), 6.76% return, 10 year/Since Inception (July 12, 2013) – n/a stars (31 funds), 10.42% return. IG Mackenzie Global Class Series U, Global Equity category: 1 year - (1,890 funds), -10.99% return, 3 years - 4 stars (1,648 funds), 5.05% return, 5 years – 4 stars (1,273 funds), 6.54% return, 10 year/Since Inception (July 12, 2013) – n/a stars (611 funds), 9.09% return. IG Mackenzie Global Bond Fund Series U, Global Equity category: 1 year - (543 funds), -10.73% return, 3 years - 4 stars (401 funds), -1.52% return, 5 years – 4 stars (290 funds), 0.10% return, 10 year/Since Inception (July 12, 2013) – n/a stars (99 funds), 2.62% return. IG Mackenzie Global Dividend Fund F, Global Equity category: 1 year - (1,206 funds), -9.58% return, 3 years - 5 stars (1,055 funds), 3.87% return, 5 years – 4 stars (869 funds), 4.83% return, 10 year/Since Inception (July 12, 2013) – n/a stars (427 funds), 7.03% return. IG Mackenzie Global Infrastructure Class F, Global Infrastructure Equity category: 1 year - (106 funds), -0.90% return, 3 years - 4 stars (89 funds), 3.19% return, 5 years – 5 stars (68 funds), 5.44% return, 10 year/Since Inception (July 12, 2013) – n/a stars (30 funds), 8.32% return. IG Mackenzie Global F, Global Equity category: 1 year - (1,921 funds), -12.14% return, 3 years - 4 stars (1,636 funds), 4.56% return, 5 years – 4 stars (1,274 funds), 6.09% return, 10 year/Since Inception (July 12, 2013) – n/a stars (626 funds), 8.83% return. IG Mackenzie High Yield Fixed Income F, High Yield Fixed Income category: 1 year - (353 funds), -11.19% return, 3 years - 4 stars (306 funds), 0.28% return, 5 years – 4 stars (279 funds), 1.71% return, 10 year/Since Inception (July 12, 2013) – n/a stars (126 funds), 2.88% return. IG Mackenzie Ivy European Class F, European Equity category: 1 year - (162 funds), -21.75% return, 3 years - 5 stars (159 funds), -0.21% return, 5 years – 4 stars (145 funds), 0.04% return, 10 year/Since Inception (July 12, 2013) – n/a stars (82 funds), 3.60% return. IG Mackenzie Ivy European F, European Equity category: 1 year - (162 funds), -21.78% return, 3 years - 5 stars (159 funds), -0.17% return, 5 years – 4 stars (145 funds), 0.06% return, 10 year/Since Inception (July 12, 2013) – n/a stars (82 funds), 3.63% return. IG Mackenzie Pan Asian Equity Series F, Asian Pacific Equity category: 1 year - (58 funds), -22.24% return, 3 years - 4 stars (56 funds), 1.24% return, 5 years – 4 stars (44 funds), 2.45% return, 10 year/Since Inception (July 12, 2013) – n/a stars (33 funds), 6.60% return. IG Mackenzie Pan Asian Equity Class F, Asian Pacific Equity category: 1 year - (58 funds), -22.24% return, 3 years - 4 stars (56 funds), 1.20% return, 5 years – 4 stars (44 funds), 2.42% return, 10 year/Since Inception (July 12, 2013) – n/a stars (33 funds), 6.77% return. IG Mackenzie Mortgage and Short Term Income Fund Series F, Canadian Short Term Fixed Income category: 1 year - (234 funds), -4.84% return, 3 years - 4 stars (222 funds), 0.25% return, 5 years – 4 stars (192 funds), 1.24% return, 10 year/Since Inception (July 12, 2013) – n/a stars (112 funds), 1.45% return. IG Mackenzie Mutual of Canada Series F, Canadian Equity Balanced category: 1 year - (374 funds), -9.07% return, 3 years - 4 stars (336 funds), 4.63% return, 5 years – 4 stars (303 funds), 5.03% return, 10 year/Since Inception (July 12, 2013) – n/a stars (204 funds), 6.47% return. IG Mackenzie Strategic Income Fund Series F, Canadian Neutral Balanced category: 1 year - (383 funds), -7.63% return, 3 years - 4 stars (359 funds), 2.40% return, 5 years – 4 stars (333 funds), 3.76% return, 10 year/Since Inception (July 12, 2013) – n/a stars (209 funds), 5.33% return. IG Mackenzie U.S. Dividend Registered Fund Series F, Global Equity Balanced category: 1 year - (1,206 funds), -10.66% return, 3 years- 5 stars (1,055 funds), 5.46% return, 5 years – 5 stars (869 funds),5.96% return, 10 year/Since Inception (January 19, 2015) – n/a stars (427 funds), 6.21% return. IG Managed Payout Portfolio F, Global Fixed Income Balanced category: 1 year - (796 funds), -8.96% return, 3 years - 4 stars (690 funds), -0.54% return, 5 years – 4 stars (5361 funds), 1.39% return, 10 year/Since Inception (July 12, 2013) – n/a stars (213 funds), 2.97% return. IG Managed Risk Portfolio Class Growth Focus F, Global Equity Balanced category: 1 year - (1,206 funds), -8.59% return, 3 years - 4 stars (1,055 funds), 2.76% return, 5 years – 4 stars (869 funds), 4.13% return, 10 year/Since Inception (July 13, 2015) – n/a stars (427 funds), 4.54% return. IG Managed Risk Portfolio Balanced F, Global Equity Balanced category: 1 year - (1,206 funds), -8.72% return, 3 years - 4 stars (1,055 funds), 2.40% return, 5 years – 4 stars (869 funds), 3.85% return, 10 year/Since Inception (July 13, 2015) – n/a stars (427 funds), 4.24% return. IG Managed Risk Portfolio Class Balanced F, Global Equity Balanced category: 1 year - (1,206 funds), -8.72% return, 3 years - 4 stars (1,055 funds), 2.39% return, 5 years – 4 stars (869 funds), 3.83% return, 10 year/Since Inception (July 13, 2015) – n/a stars (427 funds), 4.22% return. IG Managed Risk Portfolio Income Focus Series F, Global Fixed Income Balanced category: 1 year - (796 funds), -9.05% return, 3 years - 5 stars (690 funds), 0.69% return, 5 years – n/a stars (536 funds), n/a return, 10 year/Since Inception (November 12, 2018) – n/a stars (213 funds), 2.66% return. iProfile Fixed Income Private Pool Series I, Global Fixed Income category: 1 year - (543 funds), -8.09% return, 3 years - 4 stars (401 funds), -0.80% return, 5 years – 5 stars (290 funds), 1.49% return, 10 year/Since Inception (January 15, 2001) – 4 stars (99 funds), 4.16% return. iProfile U.S. Equity Private Class Series I, US Equity category: 1 year - (1,390 funds), -7.60% return, 3 years - 5 stars (1,214 funds), 9.88% return, 5 years – 5 stars (1,014 funds), 11.23% return, 10 year/Since Inception (March 1, 2013) – n/a stars (437 funds), 14.07% return. iProfile U.S. Equity Private Pool I, US Equity category: 1 year - (1,390 funds), -7.59% return, 3 years - 5 stars (1,214 funds), 10.21% return, 5 years – 5 stars (1,014 funds), 11.26% return, 10 year/Since Inception (March 1, 2013) – 5 stars (437 funds), 6.10% return. IG Beutel Goodman Canadian Balanced Series F, Canadian Equity Balanced category: 1 year - (374 funds), -6.71% return, 3 years - 3 stars (336 funds), 2.52% return, 5 years – 4 stars (303 funds), 4.00% return, 10 year/Since Inception (July 12, 2013) – n/a stars (204 funds), 6.10% return. IG Mackenzie Pacific International Series F, Asia Pacific ex-Japan equity category: 1 year - (47 funds), -21.24% return, 3 years - 5 stars (47 funds), 1.29% return, 5 years – 5 stars (46 funds), 1.86% return, 10 year/Since Inception (July 12, 2013) – n/a stars (25 funds), 6.03% return. IG Mackenzie Pacific International Class Series F, Asia Pacific ex-Japan equity category: 1 year - (47 funds), -21.14% return, 3 years - 5 stars (47 funds), 1.29% return, 5 years – 5 stars (46 funds), 1.87% return, 10 year/Since Inception (July 12, 2013) – n/a stars (25 funds), 6.09% return. IG Managed Risk Portfolio Growth Focus Series F, Global Equity Balanced category: 1 year - (1,206 funds), -8.59% return, 3 years - 4 stars (1,055 funds), 2.77% return, 5 years – 4 stars (869 funds), 4.14% return, 10 year/Since Inception (July 13, 2015) – n/a stars (427 funds), 4.55% return. IG Managed Risk Portfolio Income Balanced Series F, Global Neutral Balanced category: 1 year - (1,553 funds), -8.74% return, 3 years - 4 stars (1,321 funds), 1.72% return, 5 years – 4 stars (1,055 funds), 3.32% return, 10 year/Since Inception (July 13, 2015) – n/a stars (513 funds), 3.78% return. IG T. Rowe Price US Large Cap Equity Class F, US Equity Category: 1 year- (1,390 funds), -6.98% return, 3 years- 4 stars (1,214 funds), 7.75% return, 5 years- 4 stars (1,014 funds), 9.98% return, 10 year/ Since Inception (July 12, 2013)- n/a stars (437 funds), 12.14% return. IG T. Rowe Price US Large Cap Equity U, US Equity Category: 1 year- (1,390 funds), -6.98% return, 3 years- 4 stars (1,214 funds), 7.75% return, 5 years- 4 stars (1,014 funds), 10.02% return, 10 year/ Since Inception (July 12, 2013)- n/a stars (437 funds), 12.20% return. An asset allocation service, iProfile is a managed asset program for clients with a minimum of $250,000 invested in the iProfile program. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns as of January 31, 2022F, including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, values change frequently and past performance may not be repeated. Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. © Copyright 2021 Banking products and services are distributed through Solutions Banking™. Solutions Banking products and services are provided by National Bank of Canada. ™ Solutions Banking is a trademark of the Power Corporation group of companies. IG Wealth Management and design are trademarks owned by IGM Financial Inc. and licensed to its subsidiary corporations. National Bank of Canada is a licensed user of these trademarks. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON, NB and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a Mortgage Brokerage (QC 2400376104).