IGM Financial Inc http://www.alacrastore.com/company-snapshot/IGM_Financial_Inc-1008872 Saturday, August 30, 2008 12:10:10 AM 1008872 IGM Financial Inc en AlacraStore RSS Builder 1.0 30 CANADA - IGM Financial Inc, a ##.#%-owned unit of Power Corp of Canada's Power Financial Corp subsidiary, definitively agreed to acquire all the outstanding common stock of Saxon Financial Inc, a provider of financial services, from CMA Holdings Inc, Mr. Bob Tattersall and Rick Howson (##.#%) and other shareholders, for ## Canadian dollars ($##.### US) in cash per share, or a total value of C$###.### mil ($###.### mil), via a tender offer. The transaction was subject to regulatory approvals.8/8/2008 9:23:20 AM44958680557K73923980557KIGM Financial IncSaxon Financial IncPower Corp of CanadaSaxon Financial Inchttp://www.alacrastore.com/storecontent/Thomson_M%26A/IGM_Financial_Inc_intends_to_acquire_Saxon_Finl_Inc-2002324040sdc/20023240402002324040Copyright © 2008, Thomson Financial, All Rights ReservedTorontoInvestment & Commodity Firms,Dealers,ExchangesCanadaInvestment advice6282FFForeignPublicIGI6282:Investment advice6289:Security and commodity services, nec6719:Offices of holding companies, nec6799:Investors, necTorontoInvestment & Commodity Firms,Dealers,ExchangesCanadaSecurity and commodity services, nec6289FFForeignPublicSFI3169002Invest hldg coPvd finl svcsCashCash OnlyCommon Stock921590001Aug 8 20084.0840031.7860025.7460027.0690023.5070017.5560015.169005.7750055.597000.120000.0010025.212001.2080016.5650025.2120053.485000.0410063.17400C31 Mar 080.00000857.411000.000002816.352007700.51500Canadian Dollar31 Mar 0831 Dec 0731 Dec 0631 Dec 0531 Dec 0431 Dec 030.975001.000002.000003.000004.000005.000006.000007.000008.000009.0000010.0000011.0000012.0000013.0000014.0000015.0000016.0000017.0000018.0000019.0000020.0000021.0000022.0000023.0000024.0000025.0000026.0000027.0000028.0000029.0000030.0000031.00000IGM Financial Inc, located inWinnipeg, Canada, providesfinancial services such asfund management and financialadvisory services. It operatesin two units, Investors Groupand Mackenzie FinancialCorporation. Investors Groupprovides comprehensivefinancial planning advice andservices including investment,retirement, estate and taxplanning. It also offersinsurance, securities, bankingand mortgage products. Itserves through 3,500Consultants and 144 mutualfunds. Mackenzie FinancialCorporation providesinvestment management andfinancial services through 133mutual funds. Mutual fund andasset management productbrands include Cundill, Ivy,Keystone, Maxxum, Sentinel,Select Managers, Symmetry,Universal and MackenzieStructured Products brand. Itoperates in Winnipeg, Toronto,Montreal, Dublin and HongKong.IGM Financial Inc, located in Winnipeg, Canada, providesfinancial services such as fund management and financialadvisory services. It operates in two units, Investors Groupand Mackenzie Financial Corporation. Investors Groupprovides comprehensive financial planning advice andservices including investment, retirement, estate and taxplanning. It also offers insurance, securities, banking andmortgage products. It serves through 3,500 Consultants and144 mutual funds. Mackenzie Financial Corporation providesinvestment management and financial services through 133mutual funds. Mutual fund and asset management productbrands include Cundill, Ivy, Keystone, Maxxum, Sentinel,Select Managers, Symmetry, Universal and MackenzieStructured Products brand. It operates in Winnipeg, Toronto,Montreal, Dublin and Hong Kong.IGM Financial Inc, located in Winnipeg, Canada, provides financial services such as fund management and financial advisory services. It operates in two units, Investors Group and Mackenzie Financial Corporation. Investors Group provides comprehensive financial planning advice and services including investment, retirement, estate and tax planning. It also offers insurance, securities, banking and mortgage products. It serves through 3,500 Consultants and 144 mutual funds. Mackenzie Financial Corporation provides investment management and financial services through 133 mutual funds. Mutual fund and asset management product brands include Cundill, Ivy, Keystone, Maxxum, Sentinel, Select Managers, Symmetry, Universal and Mackenzie Structured Products brand. It operates in Winnipeg, Toronto, Montreal, Dublin and Hong Kong.1.000002.000003.000004.000005.000006.000007.000008.000009.00000Saxon Financial Inc, locatedin Toronto, Canada, providesfinancial services such asmutual fund management,portfolio management andinvestment counseling servicesto individual andinstitutional clients. Thecompany was founded in 2003.Saxon Financial Inc, located in Toronto, Canada, providesfinancial services such as mutual fund management, portfoliomanagement and investment counseling services to individualand institutional clients. The company was founded in 2003.Saxon Financial Inc, located in Toronto, Canada, provides financial services such as mutual fund management, portfolio management and investment counseling services to individual and institutional clients. The company was founded in 2003.0.000000.000000.0000013.61000NCanadian Dollar05 Aug 08Tue, 05 Aug 2008 00:00:00 ESTDate Announced: 08/05/2008Date Effective:MergerNeutral0.000000.000000.00000253.257000.0000021.00000Price/Share0.00000285.846 Canadian Dollar285.84600285.83100285.846 Canadian Dollar285.846000.000000.0000020.1340020.13400253.27200285.846 Canadian Dollar0.95900N140.321000.000000.000000.000000.000000.00000274.06100274.0610010.820009.587009.7900014.900004.615000.000000.00000100.0000010.8200011.049005.0110016.817005.2080011.0490016.817005.2080010300.6620012.2530011.8700012.3320024.1740047.139000.00000242.816000.00000-43.340000.00000163.9150055.5970011.9160021.6230028.3600049.7520067.2000065.3500072.840001.000002.000003.000004.000005.000006.000007.000008.000009.0000010.0000011.0000012.0000013.0000014.0000015.0000016.0000017.0000018.00000CANADA - IGM Financial Inc, a53.6%-owned unit of Power Corpof Canada's Power FinancialCorp subsidiary, definitivelyagreed to acquire all theoutstanding common stock ofSaxon Financial Inc, aprovider of financialservices, from CMA HoldingsInc, Mr. Bob Tattersall andRick Howson (45.4%) and othershareholders, for 21 Canadiandollars ($20.134 US) in cashper share, or a total value ofC$285.846 mil ($274.061 mil),via a tender offer. Thetransaction was subject toregulatory approvals.CANADA - IGM Financial Inc, a 53.6%-owned unit of Power Corp of Canada's Power Financial Corp subsidiary, definitively agreed to acquire all the outstanding common stock of Saxon Financial Inc, a provider of financial services, from CMA Holdings Inc, Mr. Bob Tattersall and Rick Howson (45.4%) and other shareholders, for 21 Canadian dollars ($20.134 US) in cash per share, or a total value of C$285.846 mil ($274.061 mil), via a tender offer. The transaction was subject to regulatory approvals.CANADA - IGM Financial Inc, a 53.6%-owned unit of Power Corp of Canada's Power FinancialCorp subsidiary, definitively agreed to acquire all the outstanding common stock of SaxonFinancial Inc, a provider of financial services, from CMA Holdings Inc, Mr. Bob Tattersalland Rick Howson (45.4%) and other shareholders, for 21 Canadian dollars ($20.134 US) incash per share, or a total value of C$285.846 mil ($274.061 mil), via a tender offer. Thetransaction was subject to regulatory approvals.CANADA - IGM Financial Inc, a 53.6%-owned unit of Power Corp of Canada's Power Financial Corp subsidiary, definitively agreed to acquire all the outstanding common stock of Saxon Financial Inc, aprovider of financial services, from CMA Holdings Inc, Mr. Bob Tattersall and Rick Howson (45.4%) and other shareholders, for 21 Canadian dollars ($20.134 US) in cash per share, or a total value ofC$285.846 mil ($274.061 mil), via a tender offer. The transaction was subject to regulatory approvals.CANADA - IGM Financial Inc, a 53.6%-owned unit of Power Corp of Canada's Power Financial Corp subsidiary, definitively agreed to acquireall the outstanding common stock of Saxon Financial Inc, a provider of financial services, from CMA Holdings Inc, Mr. Bob Tattersall andRick Howson (45.4%) and other shareholders, for 21 Canadian dollars ($20.134 US) in cash per share, or a total value of C$285.846 mil($274.061 mil), via a tender offer. The transaction was subject to regulatory approvals.Intended4185.63500879.789002889.858007901.498004.1910026.4180027.7760024.1210018.0140015.565005.9260057.0480025.870001.300001.080000.0000022.2930012.613001.2400057.0480056.7120050.6170045.2780034.6650025.9190017.7680014.7320010.784009.470003.5330016.9970027.2380023.6810017.6840015.231005.8090025.8700056.2240049.5660038.4780028.7360011.6360054.8810064.8230067.3520060.7390054.4370044.1500035.45100Status:IntendedC16.9350016.9350.471005.011005.01124.1070047.1530029.7940020.8800048.2620055.5970011.2320017.4030010.8200011.049005.011006282:Investment advice6289:Security and commodity services, nec11507001TorontoCanada6799ForeignPublicPOW6282:Investment advice6289:Security and commodity services, nec921590001TorontoCanada6289ForeignPublicSFI274.06100285.84600274.06100140.32100Deal InformationThomson Financial Mergers & Acquisitionshttp://www.alacrastore.com/storecontent/newstex/PRN-0001-27211564newstex/PRN-0001-27211564xml Aug. #, #### (Canada NewsWire Group delivered by Newstex) -- TORONTO, Aug. # /CNW/ -- Saxon Financial Inc. (TSX:SFI) today reported financial results for the second quarter ended June ##, ####. Assets under management (AUM) increased...04000000040160000401604804016018040160010401600504006000040060040200000002002000020020068/6/2008 12:21:05 PM180000001800800018004000Canada NewsWire GroupPRN-0001-27211564IGM FINANCIAL INCSAXON FINANCIAL INCIGMIGM.ASFISXNFFNewsNewstexhttp://www.alacrastore.com/storecontent/newstex/PRN-0001-27111236newstex/PRN-0001-27111236xml Aug. #, #### (Canada NewsWire Group delivered by Newstex) -- TORONTO, Aug. # /CNW/ -- Mackenzie Financial Corporation (Mackenzie Investments), part of IGM Financial Inc. (TSX:IGM), today announced preliminary total assets under management...0400000004009000040060000400600404019000040190038/3/2008 12:09:49 AM180000001800400019000000190030001900200019002012Canada NewsWire GroupPRN-0001-27111236IGM FINANCIAL INCIGMIGM.ANewsNewstexhttp://www.alacrastore.com/storecontent/newstex/MW-0001-27112235newstex/MW-0001-27112235xml WINNIPEG, MANITOBA, Aug. #, #### (Marketwire delivered by Newstex) -- WINNIPEG, MANITOBA -- (MARKET WIRE) -- ##/##/## -- IGM Financial Inc. (IGM) (TSX: IGM) today reported preliminary total assets under management of $###.# billion...040000000400900004006000040060048/3/2008 12:09:48 AM180000001800400019000000190030001900200019002012MarketwireMW-0001-27112235IGM FINANCIAL INCIGMIGM.ANewsNewstexhttp://www.alacrastore.com/storecontent/newstex/CCN-0001-27112435newstex/CCN-0001-27112435xml WINNIPEG, MANITOBA, Aug. #, #### (Marketwire delivered by Newstex) -- IGM Financial Inc. (IGM) (TSX:IGM) today reported preliminary total assets under management of $###.# billion and mutual fund assets under management of $###.# billion...040000000400900004006000040060048/3/2008 12:09:46 AM180000001800400019000000190030001900200019002012Marketwire CanadaCCN-0001-27112435IGM FINANCIAL INCIGMIGM.ANewsNewstexhttp://www.alacrastore.com/storecontent/newstex/PRN-0001-26976049newstex/PRN-0001-26976049xml TORONTO, Jul. ##, #### (Canada NewsWire Group delivered by Newstex) -- /CNW/ -- Mackenzie Investments today announced that Keystone Global Equity Fund (formerly Keystone AIM Trimark Global Equity Fund) has been merged into Mackenzie...0200000002002000020020060400000004016000040160057/28/2008 1:19:26 PM18000000180160001900000019003000Canada NewsWire GroupPRN-0001-26976049GLOBAL EQUITY FUND INC.IGM FINANCIAL INCGEQFIGMIGM.ANewsNewstexhttp://www.alacrastore.com/storecontent/newstex/CCN-0001-26974211newstex/CCN-0001-26974211xml WINNIPEG, MANITOBA, Jul. ##, #### (Marketwire delivered by Newstex) -- IGM Financial Inc. (TSX:IGM) -The news release announcing IGM Financial's Second Quarter #### Results will be issued on Wednesday, July ##, ####.A live webcast of...0400000004016000040160187/28/2008 12:21:25 PM1800000018004000Marketwire CanadaCCN-0001-26974211IGM FINANCIAL INCIGMIGM.ANewsNewstexhttp://www.alacrastore.com/storecontent/newstex/MW-0001-26974009newstex/MW-0001-26974009xml WINNIPEG, MANITOBA, Jul. ##, #### (Marketwire delivered by Newstex) -- WINNIPEG, MANITOBA -- (MARKET WIRE) -- ##/##/## -- IGM Financial Inc. (TSX: IGM) - The news release announcing IGM Financial's Second Quarter #### Results will...040000000401900004016000040160187/28/2008 11:21:25 AM1800000018004000MarketwireMW-0001-26974009IGM FINANCIAL INCIGMIGM.ANewsNewstexhttp://www.alacrastore.com/storecontent/newstex/PRN-0001-26871516newstex/PRN-0001-26871516xml TORONTO, Jul. ##, #### (Canada NewsWire Group delivered by Newstex) -- /CNW/ -- Mackenzie Financial Corporation (Mackenzie Investments) today scheduled a special meeting of investors in Mackenzie Focus America Class. The purpose of...0400000004016000040160057/23/2008 2:16:52 PM1800000018016000190000001900200019002012Canada NewsWire GroupPRN-0001-26871516IGM FINANCIAL INCIGMIGM.ANewsNewstexhttp://www.alacrastore.com/storecontent/newstex/CCN-0001-26431690newstex/CCN-0001-26431690xml WINNIPEG, MANITOBA, Jul. #, #### (Marketwire delivered by Newstex) -- IGM Financial Inc. (IGM) (TSX:IGM) today reported preliminary total assets under management of $###.# billion and mutual fund assets under management of $###.# billion...040000000400900004006000040060047/3/2008 5:15:27 PM180000001800400019000000190030001900200019002012Marketwire CanadaCCN-0001-26431690IGM FINANCIAL INCIGMIGM.ANewsNewstexhttp://www.alacrastore.com/storecontent/newstex/MW-0001-26431341newstex/MW-0001-26431341xml WINNIPEG, MANITOBA, Jul. #, #### (Marketwire delivered by Newstex) -- WINNIPEG, MANITOBA -- (MARKET WIRE) -- ##/##/## -- IGM Financial Inc. (IGM) (TSX: IGM) today reported preliminary total assets under management of $###.# billion...040000000400900004006000040060047/3/2008 5:15:27 PM180000001800400019000000190030001900200019002012MarketwireMW-0001-26431341IGM FINANCIAL INCIGMIGM.ANewsNewstexhttp://www.alacrastore.com/storecontent/newstex/PRN-0001-26406601newstex/PRN-0001-26406601xml TORONTO, Jul. #, #### (Canada NewsWire Group delivered by Newstex) -- /CNW/ -- Mackenzie Financial Corporation (Mackenzie Investments), part of IGM Financial Inc. (TSX:IGM), today announced preliminary total assets under management...0400000004009000040060000400600404019000040190037/2/2008 7:15:25 PM180000001800400019000000190030001900200019002012Canada NewsWire GroupPRN-0001-26406601IGM FINANCIAL INCIGMIGM.ANewsNewstexhttp://www.alacrastore.com/storecontent/newstex/PRN-0001-26197011newstex/PRN-0001-26197011xml WINNIPEG, Jun. ##, #### (Canada NewsWire Group delivered by Newstex) -- /CNW/ -- Investors Group today announced the following proposed mergers involving funds with similar existing mandates. These mergers, which require securityholder...04000000040160000401600504006000040060040200000002002000020020066/24/2008 11:17:37 AM1800000018016000190000001900200019002012Canada NewsWire GroupPRN-0001-26197011EQUITY GROWTH CORPGLOBAL EQUITY FUND INC.IGM FINANCIAL INCEQGCGEQFIGMIGM.ANewsNewstexhttp://www.alacrastore.com/storecontent/newstex/MW-0001-25727479newstex/MW-0001-25727479xml WINNIPEG, MANITOBA, Jun. #, #### (Marketwire delivered by Newstex) -- IGM Financial Inc. (IGM) (TSX: IGM) today reported preliminary total assets under management of $###.# billion and mutual fund assets under management of $###.# billion...040000000400900004006000040060046/3/2008 2:17:08 PM180000001800400019000000190030001900200019002012MarketwireMW-0001-25727479IGM FINANCIAL INCIGMIGM.ANewsNewstexhttp://www.alacrastore.com/storecontent/newstex/PRN-0001-25701478newstex/PRN-0001-25701478xml TORONTO, Jun. #, #### (Canada NewsWire Group delivered by Newstex) -- /CNW/ -- Mackenzie Financial Corporation (Mackenzie Investments), part of IGM Financial Inc. (TSX:IGM), today announced preliminary total assets under management...0400000004009000040060000400600404019000040190036/2/2008 6:11:06 PM180000001800400019000000190030001900200019002012Canada NewsWire GroupPRN-0001-25701478IGM FINANCIAL INCIGMIGM.ANewsNewstexhttp://www.alacrastore.com/storecontent/newstex/CCN-0001-25701276newstex/CCN-0001-25701276xml TORONTO, ONTARIO, Jun. #, #### (Marketwire delivered by Newstex) -- Counsel Group of Funds Inc. a division of Investment Planning Counsel, Inc. today reported preliminary mutual fund assets under management and sales for the month ending...040000000401900004006000040060046/2/2008 6:11:05 PM180000001800400019000000190030001900200019002012Marketwire CanadaCCN-0001-25701276IGM FINANCIAL INCIGMIGM.ANewsNewstexhttp://www.alacrastore.com/storecontent/newstex/CCN-0001-25700048newstex/CCN-0001-25700048xml WINNIPEG, MANITOBA, Jun. #, #### (Marketwire delivered by Newstex) -- Investors Group today reported preliminary mutual fund assets under management and sales for the month ending May ##, #### as follows:Mutual fund assets under management...0400000004006000040060046/2/2008 4:21:08 PM180000001800400019000000190030001900200019002012Marketwire CanadaCCN-0001-25700048IGM FINANCIAL INCIGMIGM.ANewsNewstexhttp://www.alacrastore.com/storecontent/spcred/634581spcred/634581normThe latest Full Report from S&P3/7/2008 6:34:58 PMFull Report400global634581CanadaAsset Management & Custody BanksCanadaGlobal IssuersInsuranceFinancial InstitutionsFull ReportIndustry leader with a well-established domestic franchise Effective multibrand and multichannel distribution strategy Synergies derived from being part of the Power Financial Corp. group of companies Strong cash flow generating capacity Increased financial leverage and goodwill from past acquisitions Rising competition from large multichannel competitors Revenues dependent on the level of assets under management, which fluctuates with the capital markets The ratings on Winnipeg, Man.-based IGM Financial Inc. (IGM), reflect its position as the national leader in personal financial services in the Canadian retail mutual fund industry, where it holds a 15.5% market share as of year-end 2007; its effective multichannel distribution network; synergies derived from being part of the Power Financial Corp. group of companies; and its strong cashCAN44958646152H40203010 402030 4020 40IGM Financial Inc.349016CANIGI@CNFULLCANUSA13491713511@13511013511332041#36238#37137039136#39136R39136S39137039138039138C54183054200873923973927C40203010 402030 4020 4040301020 403010 4030 4040301050 403010 4030 40Great-West Life&Annuity Insurance Co.London Insurance Group Inc.First Great-West Life&Annuity Insurance Co.GWL&A Financial Inc.Canada Life Assurance Co. (U.S. branch)Great-West Life Assurance Co. (U.S. branch)Power Corp. of CanadaPower Financial Corp.Great-West Lifeco Inc.Canada Life Financial CorpCanada Life Capital TrustGreat-West Life Capital TrustGreat-West Life Assurance Co.Canada Life Assurance Co. (The)London Life Insurance Co.Canada Life Insurance Co. of America115926302555319104328917336286336484342906349022349496351985360358367819108793111212115915115925CANUSA3527ZLON@CN338409Z231330QCL@CNPOW@CNPOW@CNPWF@CNGWO@CNCL@CN1883Z@CNPOW@CN338718Z1883Z@CNLLIN@CN3464ZGLOBISSINSFICredit & Investment ResearchS&P Credit Researchhttp://www.alacrastore.com/storecontent/spcred/634583spcred/634583normThe latest Summary from S&P3/7/2008 6:34:58 PMSummary175global634583CanadaAsset Management & Custody BanksCanadaGlobal IssuersFinancial InstitutionsInsuranceSummaryThe ratings on Winnipeg, Man.-based IGM Financial Inc. (IGM), reflect its position as the national leader in personal financial services in the Canadian retail mutual fund industry, where it holds a 15.5% market share as of year-end 2007; its effective multichannel distribution network; synergies derived from being part of the Power Financial Corp. group of companies; and its strong cash flow generating capacity. Those strengths are slightly limited by IGM's leverage and goodwill incurred with the Mackenzie Financial Corp. (Mackenzie) acquisition, the strongly increasing competition from the large multichannel competitors, and its dependence of revenues on the level of assets under management. The company is structured around three independent operating subsidiaries, each with their own management and brands: Investors Group,CAN44958646152H40203010 402030 4020 40IGM Financial Inc.349016CANIGI@CNSUMMARYGLOBISSFIINSCredit & Investment ResearchS&P Credit Research