Global Wealth Management Update
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 Ratio
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%
60.6%
+8%
CAGR
+8%
CAGR
311
322
580
607
207
403
2020
2021 2022 Q1/23
2017
2022
Q1/23
2017
2022
Q1/23
Figures for the 12 months ended October 31, 2022
2 Ranking as at December 31, 2022
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