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Client: Investors Group Inc.
Sector: Financial communications
 
Challenge
One of Canada’s longest-established mutual fund companies, Investors Group Inc., needed to increase public awareness in conjunction with its strategy to migrate to a full-service personal financial planning organization. The company, headquartered in Winnipeg, had been traditionally overlooked by Toronto-based news media in favor of financial organizations located in Central Canada.
 
Strategy
Argyle initiated a national financial public relations program that informed key financial media of the company’s rapidly evolving role in assisting Canadians in wealth creation and retirement planning. The strategy focused on providing public interest information about financial planning issues through interviews, signed articles and other public appearances by the company’s investment executives.
 
Tactics
Among the initiatives developed by Argyle was a highly regarded annual Investors Group survey of Canadians’ financial attitudes that tracked evolving investment patterns and life goal expectations. An annual package of RRSP information was released to the media, timed to the January-March sales promotion period, that built public awareness of Investors Group. Fund managers and other IG executives became familiar figures in Canadian news media, commenting on investment trends and personal financial planning issues.
 
Results
Now a household name among Canadians who save and invest for their future, Investors Group Inc. has become one of Canada’s premier mutual fund, managed asset and wealth creation companies, with over two million clients and more than $80 billion in assets under administration Two operating units, Investors Group and Mackenzie Financial Corporation, offer their own products and services. Investors Group Inc. is a member of the Power Financial Corporation group of companies, and its shares are listed on the Toronto Stock Exchange.
 
 
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