A member of the IGM Financial Inc. (TSX: IGM) group of companies, IGM Financial is one of Canada’s premier financial services companies. Founded in 1926, it is a national leader in delivering personalized financial solutions to Canadians using a network of approximately 4,500 consultants located throughout Canada. In addition to an exclusive family of mutual funds and other investment vehicles, Investors Group offers a wide range of insurance, securities, mortgage and other financial services.
LGI was contracted to set appointments with companies in order to conduct lunch-and-learn sessions with their employees. The purpose in holding these sessions was to present information on individual insurance (critical illness, disability and life), portfolio review and investment services. LGI’s campaign generated a number of qualified leads for the client, and the sessions led to new client commissions, giving our client a significant return on their investment in LGI’s services.