Global Wealth Management Overview slide image

Global Wealth Management Overview

Global Wealth Management Strong investment performance, increasing scale Award-Winning Investment Management Dynamic Funds MD Invest with advice. MD Financial Management JARISLOWSKY FRASER GLOBAL INVESTMENT MANAGEMENT #2 in Canadian retail mutual fund net sales ✓ Over 100 mutual fund industry performance awards since 2017 (Scotia Funds & Dynamic) ✓"Straight A❞ scorecard in the 2020 Principles for Responsible Investment report (Jarislowsky Fraser) Award-Winning Advisory ✓ #2 in MoneySense Magazine's 2020 Best Online Brokers in Canada (Scotia iTrade) ✓ #2 bank-owned brokerage firm in the 2020 Investment Executive Brokerage Report Card (ScotiaMcLeod) Investment Performance Highlights 79% of assets in the top two quartiles over five- year period - 1832 AUM +16% CAGR ASSET MANAGEMENT AUA +7% CAGR 302 497 404 75% of core funds in the top two quartiles over five- year period JARISLOWSKY FRASER 193 GLOBAL INVESTMENT MANAGEMENT 2016 2019 2016 2019 45 45
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