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
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