WINNIPEG, MB — February 11, 2026 — Leads & Copy — IG Wealth Management (IG) announced a series of proposed changes intended to simplify its investment lineup, reduce duplication, enhance efficiency, and ensure clients continue to have access to investment solutions that reflect evolving needs. The changes include multiple fund mergers and one fund termination.
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. IG intends to terminate one private pool, IG PanAgora Risk Parity Private Pool. IG will bear all costs associated with the proposed changes.
Florence Narine, Head of Investment Solutions, IG Wealth Management, stated that the company regularly reviews its investment offerings to ensure advisors continue to deliver strong outcomes for clients. Narine said the proposed fund mergers are designed to make the investment lineup easier to navigate, eliminate unnecessary overlap, and ensure clients have access to solutions that support their long-term financial goals.
Investors of record as of February 13, 2026, will receive an information circular and be asked to vote on two of the proposed mergers at a special meeting to be held on April 7, 2026. If approved, the mergers are expected to occur on or about April 17, 2026.
The mergers to be voted on April 7, 2026, include:
- Existing Fund (Merging Fund): IG Beutel Goodman Canadian Equity Fund
- To Be Merged Into (Continuing Fund): IG Mackenzie North American Equity Fund
- Existing Fund (Merging Fund): IG Mackenzie Global Core Plus Bond Fund
- To Be Merged Into (Continuing Fund): 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 April 17, 2026.
The mergers not requiring a vote include:
- Existing Fund (Merging Fund): IG Beutel Goodman Canadian Balanced Fund
- To Be Merged Into (Continuing Fund): IG Mackenzie Mutual of Canada
- Existing Fund (Merging Fund): IG Cornerstone Portfolio
- To Be Merged Into (Continuing Fund): IG Core Portfolio – Income
- Existing Fund (Merging Fund): IG JPMorgan Emerging Markets Fund
- To Be Merged Into (Continuing Fund): IG JPMorgan Emerging Markets Fund II
- Existing Fund (Merging Fund): IG Mackenzie Canadian Small Cap Fund II
- To Be Merged Into (Continuing Fund): IG Mackenzie Canadian Small Cap Fund
- Existing Fund (Merging Fund): IG Mackenzie Ivy European Fund
- To Be Merged Into (Continuing Fund): IG Mackenzie European Equity Fund
- Existing Fund (Merging Fund): IG Mackenzie U.S. Small-Mid Cap Growth Fund II
- To Be Merged Into (Continuing Fund): IG Mackenzie U.S. Small-Mid Cap Growth Fund
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.
IG Wealth Management intends to terminate the IG PanAgora Risk Parity Private Pool as part of its ongoing review of its investment offerings and in response to evolving investor demand. Investors will receive at least 60 days’ notice and proactive communication to ensure a smooth transition. This termination will take place on or about April 17, 2026.
Founded in 1926, IG Wealth Management (IG) is a Canadian leader in delivering financial planning with approximately $163 billion in assets under advisement as of January 31, 2026. IG provides approximately one million clients with personalized advice, comprehensive financial planning, insurance and mortgage services and professionally managed investment solutions. IG is a member of IGM Financial Inc. (TSX: IGM), part of the Power Corporation group of companies and one of Canada’s leading diversified wealth and asset management organizations with approximately $316 billion in total assets under management and advisement as of January 31, 2026.
Source: IG Wealth Management
