Strategic investments



IGM Financial’s portfolio of strategic investments had another exceptional year, deriving value from previous investments and integrating them in ways that generate new benefits to investors and clients.





Northleaf is a global private markets investment firm focused on mid-market companies and assets, with an established long-term track record as a principal investor in private equity, private credit and infrastructure globally. Northleaf serves some of the world’s leading institutional investors and family offices.

56% economic interest 



Founded in 1998 as one of the first fund management companies in China, China Asset Management Co., Ltd. has maintained a market leading position in China’s asset management industry. The company currently serves over 113 thousand institutional clients and 200 million retail investors. ChinaAMC boasts one of the industry’s strongest investment teams with over 270 dedicated investment professionals. See for more information.

27.8% ownership interest





Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from 44 locations across the United States. The firm is responsible for client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management and Rockefeller Strategic Advisory.

20.5% economic interest 



Our fintech investments provide innovative capabilities while also providing access to markets with significant potential for growth.

$603 million fair value




Wealthsimple is Canada’s largest online investment management service offering best-in-class digital access, innovation, client service and delivery. 




Portag3, a venture capital fund focused on the financial technology sector, has holdings in over 30 early-stage financial technology companies including Wealthsimple.





Great-West Lifeco Inc. is an international financial services holding company with interests in life insurance, health insurance, retirement and investment services, asset management and reinsurance businesses. Operating in Canada, the United States and Europe under the brands Canada Life, Empower, Putnam Investments, and Irish Life, these companies had approximately 31,000 employees, 234,500 advisor relationships, and thousands of distribution partners – all serving more than 38 million client relationships across these regions.

2.4% ownership interest