List of IGM Financial Executive and Leadership Team

Leadership Overview

IGM Financial has 5 executives leading key functions including strategy, finance, human resources, and information technology.

Driven by a commitment to client success, IGM Financial focuses on delivering comprehensive wealth and asset management solutions, shaping the future of investment strategies across Canada.

Leadership Roles at IGM Financial

President and Chief Executive Officer, IG Trust Co - Alana Riley

Executive Vice President & Chief Financial Officer - Keith Potter

Executive Vice President & Chief Financial Officer - Kevin Regan

Executive Vice President & Chief Human Resources Officer - Cynthia Currie

Executive Vice President & Chief Information Officer - Sam Burns

Alana Riley - President and Chief Executive Officer, IG Trust Co

Alana Riley, the President and Chief Executive Officer, IG Trust Co at IGM Financial, directs the overall strategic vision and operational execution for the company's trust services. This leadership position involves guiding the organization's growth trajectory and ensuring robust governance frameworks are maintained across all trust-related activities. Riley's oversight extends to fostering innovation within investment solutions, aligning the company's offerings with evolving market demands and client needs. The Chief Executive Officer's mandate includes driving profitability and enhancing shareholder value through disciplined financial management and strategic market positioning. By championing a culture of excellence, Alana Riley ensures the integrity and performance of IG Trust Co, solidifying IGM Financial's reputation as a trusted leader in wealth and asset management. This executive role is pivotal in shaping the company's long-term success and market influence.

Keith Potter - Executive Vice President & Chief Financial Officer

Keith Potter, the Executive Vice President & Chief Financial Officer at IGM Financial, manages the company's comprehensive financial operations and strategic fiscal planning. This role encompasses direct responsibility for financial reporting, capital allocation, risk management, and investor relations, ensuring fiscal health and sustainable growth. Potter's expertise is critical in navigating the complex financial landscape of the wealth and asset management sector, providing insights that inform key business decisions. The Chief Financial Officer's strategic input guides investment strategies and operational efficiencies, directly impacting IGM Financial's market performance. By optimizing financial structures and resource deployment, Keith Potter supports the company's mission to deliver exceptional investment solutions. This leadership function is essential for maintaining financial integrity and driving long-term value for stakeholders across the organization.

Kevin Regan - Executive Vice President & Chief Financial Officer

Kevin Regan, the Executive Vice President & Chief Financial Officer at IGM Financial, oversees critical financial functions, including budgeting, forecasting, and financial analysis to support strategic objectives. This dual role with Keith Potter ensures comprehensive financial oversight, with Regan focusing on operational finance and the implementation of fiscal policies. Regan's responsibilities include managing financial systems and processes, ensuring accuracy and compliance in all financial reporting. The Chief Financial Officer's contribution is vital for identifying cost-saving opportunities and enhancing revenue streams within the investment solutions framework. By driving financial discipline, Kevin Regan supports IGM Financial's commitment to robust asset management and wealth creation. This executive's focus on financial stewardship is key to the company's sustained market presence and operational excellence.

Cynthia Currie - Executive Vice President & Chief Human Resources Officer

Cynthia Currie, the Executive Vice President & Chief Human Resources Officer at IGM Financial, directs all aspects of human capital management and organizational development. This pivotal role involves shaping the company's culture, talent acquisition, employee engagement, and leadership development programs to support IGM Financial's strategic goals. Currie's leadership ensures that the organization attracts, retains, and nurtures top talent essential for delivering specialized investment solutions and wealth management services. The Chief Human Resources Officer's focus on fostering a supportive and high-performance work environment is crucial for operational success and innovation. By aligning HR strategies with business objectives, Cynthia Currie drives employee satisfaction and organizational effectiveness. This executive's commitment to people operations underpins the company's ability to achieve its mission and maintain its competitive edge in the finance industry.

Sam Burns - Executive Vice President & Chief Information Officer

Sam Burns, the Executive Vice President & Chief Information Officer at IGM Financial, leads the company's technology strategy and digital transformation initiatives. This executive is responsible for overseeing the IT infrastructure, cybersecurity, data management, and the development of innovative technological solutions that enhance client experience and operational efficiency in wealth and asset management. Burns's vision guides the integration of advanced technologies to support IGM Financial's investment solutions and core business functions. The Chief Information Officer's role is critical in ensuring the security and reliability of the company's digital assets and systems, safeguarding sensitive client information. By driving technological advancement, Sam Burns ensures IGM Financial remains at the forefront of digital innovation within the financial services sector, supporting robust growth and market leadership.

Explore Leadership Teams in Finance

Point72

Established in 1992, Point72 is headquartered in Stamford, Connecticut. They are a private investment management firm that manages a number of private investment funds in long-short equity, quantitative equities and more.

Company Leadership

CBRE Investment M...

CBRE Investment Management is a leading global real assets investment management firm with $146.9 billion in assets under management* as of June 30, 2022, operating in more than 30 offices and 20 countries around the world. Through its investor operator culture, the firm seeks to deliver sustainable investment solutions across real assets categories, geographies, risk profiles and execution formats so that its clients, people, and communities thrive. CBRE Investment Management Listed Real Assets LLC is a separately registered investment adviser within CBRE Investment Management that specializes in the management of global listed real assets solutions. CBRE Investment Management is an independently operated affiliate of CBRE Group, Inc. (NYSE:CBRE), the world's largest commercial real estate services and investment firm (based on 2021 revenue). CBRE has more than 105,000 employees (excluding Turner & Townsend employees) serving clients in more than 100 countries. CBRE Investment Management harnesses CBRE's data and market insights, investment sourcing and other resources for the benefit of its clients.

Company Leadership

Simplicity Group

Simplicity is the leading partner for advisors, financial institutions, and consumers by delivering the best combination of wealth accumulation and financial protection products that meet the needs of a consumer-oriented holistic financial plan. As one the fastest growing partnerships in the financial services industry, Simplicity offers an unrivalled array of tools and technologies to grow and protect wealth, which can be accessed through affiliation, outsourcing, or joining the partnership. In an ever-changing environment, Simplicitys commitment to working in our clients best interest is unwavering and has always been anchored to our commitment to Education, Value, and Partnership.

Company Leadership

LIC Mutual Fund

LIC Mutual Fund was established on 20th April 1989 by LIC of India. Being an associate company of India's premier and most trusted brand, LIC Mutual Fund is one of the well known players in the asset management sphere. With a systematic investment discipline coupled with a high standard of financial ethics and corporate governance, LIC Mutual Fund is emerging as a preferred Investment Manager amongst the investor fraternity.

Company Leadership

Frequently Asked Questions Regarding IGM Financial Top Executives and Leadership Team

Who leads IGM Financial?

IGM Financial is led by Alana Riley (President and Chief Executive Officer, IG Trust Co), along with executives such as Keith Potter (Executive Vice President & Chief Financial Officer) and Kevin Regan (Executive Vice President & Chief Financial Officer).

Who is part of IGM Financial’s executive team?

The executive team of IGM Financial includes leaders such as Alana Riley (President and Chief Executive Officer, IG Trust Co), Keith Potter (Executive Vice President & Chief Financial Officer), Kevin Regan (Executive Vice President & Chief Financial Officer) and other senior executives.

How many executives does IGM Financial have?

IGM Financial has 5 executives leading key business areas.

What roles are included in IGM Financial’s leadership team?

The leadership team of IGM Financial includes roles such as President and Chief Executive Officer, IG Trust Co, Executive Vice President & Chief Financial Officer, Executive Vice President & Chief Financial Officer, Executive Vice President & Chief Human Resources Officer, Executive Vice President & Chief Information Officer.