Strong Quarter Financial Performance slide image

Strong Quarter Financial Performance

Strong Quarter Q3/10 Q2/10 Q/Q Q3/09 Y/Y 1,062 1,097 (3)% Net Income ($MM) 931 14% $0.98 $1.02 (4)% EPS $0.87 13% 18.2% 19.9% (170) bps ROE 17.3% +90 bps 52.5% 49.9% +260 bps Productivity Ratio 51.0% +150 bps Year-over-year earnings comparison Q3 earnings benefited from... • Stable net interest income • Growth in wealth management revenues • Lower PCLS Scotiabank Partly offset by... ⚫Lower trading revenues ⚫ Lower securitization revenues Higher non-interest expenses 7 Revenues Negatively Impacted by Trading Revenues (TEB) ($ millions) 3,944 3,843 3,854 1,599 1,815 1,611 Year-over-Year ■ Net interest income flat + Asset growth in Canadian and International Banking| - Margin compression and lower lending volumes in Scotia Capital ■ Other income up 1% + Higher net gains on securities + Increase in wealth management revenues - Lower trading revenues - Lower securitization revenues Quarter-over-Quarter 2,244 2,129 2,243 ■ Net interest income up 5% Q3/09 Q2/10 Q3/10 Other Income Net Interest Income (TEB) Scotiabank + Asset growth and longer quarter - Lower net interest margin ■ Other income down 11% + Stronger mutual fund revenues - Lower trading revenue - Lower net gains on securities 8
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