Financial Health and Performance Overview
Global Wealth Management
#1 in Loan growth¹ | #2 in Retail Mutual Fund Assets in Canada²
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Continue product innovation:
2023 PRIORITIES
Drive innovation in products to deliver industry-leading investment
capabilities and performance through purpose-built solutions for
customers across Global Wealth Management's brands and
channels
Plan-based, holistic advice: Deliver the entire bank to new and
existing clients with complex needs through our Total Wealth
strategy
Invest in digital: Digitally enable sales and advice to support all our
distribution channels, including proprietary and 3rd party sales
REPORTED PRODUCTIVITY
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AUM
Focus on international: Maximize our international footprint by
growing the product shelf, and by enhancing internal capabilities in
sales and distributions. Invest and grow the International Wealth
business by following our retail footprint
Enhance our winning team culture: Cultivate a talented, diverse
workforce, and foster an environment to keep our customers and
employees safe, while delivering outstanding results and client
experiences
AUA
62.8%
RATIO
+8%
CAGR
63.0%
+8%
CAGR
330
624
311
580
403
207
2020
2021
2022
Q2/23
2017
2022
Q2/23
2017
2022
Q2/23
1 Figures for the 3 months ended January 31, 2023
2 Ranking as at April 30, 2023
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