Financial Health and Performance Overview slide image

Financial Health and Performance Overview

Global Wealth Management • AWARD-WINNING INVESTMENT MANAGEMENT Strong investment performance, increasing scale Scotia Global Asset Management wins prestigious awards including 25 FundGrade A+ Awards and 8 individual Lipper Awards across its Scotia Funds and Dynamic Funds brands for consistent, outstanding, risk-adjusted performance Scotia Asset Management Chile Ranked 1st in the annual ranking by El Mercurio Investments in the balanced mutual fund category Scotia Asset Management Chile won Morningstar Award - Best Overall Fund House Award JFL is ranked 5th in Endowments & Foundations and ranked 22nd in Canadian Pension Assets Industry recognition for five of Dynamic Business Development team who were included in Wealth Professional Canada's 2023 Top 50 Wholesalers ranking. INVESTMENT PERFORMANCE HIGHLIGHTS 66% (1) of 1832 Asset Management assets in the top two quartiles over a five-year period • • TAILORED ADVICE Scotia Wealth Management 2023 Global Finance Awards: Best Private Bank for Net Worth between $1MM and $24.9MM and Best Private Bank for women clients Scotia Wealth Management recognized as Best Domestic Private Bank in Canada by Euromoney's Global Private Banking Awards 2023 Scotia iTRADEⓇ provides the best desktop-based online brokerage experience amongst Canadian self-directed online brokerage firms according to Surviscor's 2022 Online Brokerage Desktop Experience Review Scotiabank is the largest Private Investment Counsel Business in Canada on a combined basis with JFL PIC, Scotia PIC and MD PIC with assets over $70Bn Scotia Wealth Management Brokerage Peru obtained the 1st position in the BVL (Lima Stock Exchange) SAB ranking in the Secondary Market Fixed Income category Trust Colombia ranked among the top 3 companies with the best performance in terms of gender equality and diversity in Colombia, according to the most recent results of the PAR Ranking of the firm Aequales 1 As of April 30, 2023 40 40
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