First Quarter, 2024 Earnings Report slide image

First Quarter, 2024 Earnings Report

Endnotes First quarter 2024 Slide 24-Canadian Consumer Lending 1. See notes 18-20 on slide 57. 2. Includes wealth management loans under Canadian Commercial Banking and Wealth Management Slide 25 Canadian Real Estate Secured Personal Lending 1. GVA and GTA definitions based on regional mappings from Teranet. Slide 26 U.S. Commercial Real Estate - Office Portfolio 1. Watchlist is classified as loans CCC+ to C by S&P Global Rating standards Slide 29 Business Segment Trends: Canadian Personal & Commercial Banking For Q3/23, reported non-interest income has been adjusted to remove the $34MM pre-tax impact of the commodity tax charge related to the retroactive impact of the 2023 Canadian Federal budget. 1. Adjusted results are non-GAAP measures. See slide 55 for further details. 2. Prior period information has been restated to reflect the adoption of IFRS 17. See "External reporting changes" in the Q1/24 Report to Shareholders for additional details. 3. 4. 5. 6. Certain additional disclosures for net interest margin on average interest-earning assets (NIM) have been incorporated by reference and can be found on pages 41-47 in the Q1/24 Report to Shareholders, available on SEDAR+ at www.sedarplus.com. Loan amounts are stated before any related allowance. Average balances are calculated as a weighted average of daily closing balances. Slide 30 Business Segment Trends: Digital 1. 2. 3456 Canadian Personal Banking only, excluding Simplii Financial. Based on spot balances as at January 31 for the respective periods. Digital Adoption (Penetration) Rate represents the percentage share of Digital Registered Customers who have been engaged on CIBC Online Banking and/or CIBC Mobile Banking at least once in the last 90 calendar days out of all Canadian Personal Banking customers engaged across any channel. Active Digital Users represent the 90-day Active clients in Canadian Personal Banking. Reflects financial transactions only. Other includes transfers and eDeposits. Reflects applications initiated in a digital channel, and core retail (acquisition) sales units only, which cover Deposits, Cards and Lending. Slide 31 Business Segment Trends: Canadian Commercial Banking & Wealth Management Adjusted results are non-GAAP measures. See slide 55 for further details. Certain additional disclosures for net interest margin on average interest-earning assets (NIM) have been incorporated by reference and can be found on pages 41-47 in the Q1/24 Report to Shareholders, available on SEDAR+ at www.sedarplus.com. Comprises loans and acceptances and notional amount of letters of credit. Loan amounts are stated before any related allowances. 1. 2. 3. 4. Average balances are calculated as a weighted average of daily closing balances 5. 6. 7. 8. Assets under management (AUM) are included in assets under administration (AUA). For additional information on the composition, see the "Glossary" section on pages 41-47 in the Q1/24 Report to Shareholders, available on SEDAR+ at www.sedarplus.com. Includes clients acquired from Wood Gundy, Private Banking and CPIC less the number attrited over the last twelve months. Represents net investment sales from Private Wealth Management and includes the impact of reinvested income. Slide 32 - Business Segment Trends: Personal & Commercial Banking 1. 2. 3. 4. Includes the results of Canadian Personal and Business Banking and Canadian Commercial Banking, as well as Simplii Financial and CIBC Investor's Edge, in Capital Markets. Adjusted results are non-GAAP measures. See slide 55 for further details. Prior period information has been restated to reflect the adoption of IFRS 17. See "External reporting changes" in the Q1/24 Report to Shareholders for additional details. For Q3/23, reported non-interest income has been adjusted to remove the $34MM pre-tax impact of the commodity tax charge related to the retroactive impact of the 2023 Canadian Federal budget. CIBCâ—‡ First Quarter, 2024 52
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