Global Wealth Management and Banking Overview
Global Wealth Management
Strong investment performance, increasing scale
Market-Leading Capabilities
Award-Winning Investment Management
⚫ #2 in Retail Mutual Fund Net Sales in Canada
(IFIC, January 2021)
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Won 20 Refinitiv Lipper Fund Awards for 2020-
more than any other firm (Scotia Funds and Dynamic
Funds)
Won 41 FundGrade A+ Awards for 2020 - more than
any other bank or independent fund company
(Scotia Funds and Dynamic Funds)
Named Fund Provider of the Year by Wealth
Professional (Dynamic Funds)
Top 3 Greenwich Leader in Canadian Institutional
Investment Management Service
(Jarislowsky Fraser)
Straight A's in the 2020 Principles for Responsible
Investment report (Jarislowsky Fraser)
Investment Performance Highlights
of assets in the top two quartiles over
76% five-year period-1832 Asset Management
75% of core funds in the top two quartiles over
five-year period - Jarislowsky Fraser
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Award-Winning Distribution
Largest Private Investment Counsel business in
Canada
2021 World's Best Private Banks awards in Peru and
Bahamas (Global Finance)
⚫ #2 Bank-Owned Brokerage Firm (Investment
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Executive Brokerage Report Card, 2020)
#1 in physician market share in Canada (MD
Financial)
⚫ #2 in 2020 Best Bank-Owned Online Broker
(MoneySense Magazine)
AUM
+11%
CAGR
AUA
+6%
CAGR
502
292
404
193
2016
2020
2016
2020
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