Investor Presentaiton
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Global Wealth Management
Market-Leading Capabilities
AWARD-WINNING INVESTMENT MANAGEMENT
Scotia Global Asset Management won prestigious awards
including 25 Fund Grade 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
Top 40 Money Managers: JFL is ranked 17th (out of 40) in
Canadian Pension Assets, up from 22nd 1
Chile Asset Management received industry accolades, winning
three awards "Premios Salmon":
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1st position in aggressive balanced funds
1st position in moderate balanced funds
2nd position in conservative balanced funds
INVESTMENT PERFORMANCE HIGHLIGHTS
of 1832 Asset Management funds in the top two
64% (2) quartiles over a five-year period
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TAILORED ADVICE
Scotia Wealth Management recognized as Best Domestic Private
Bank in Canada by Euromoney's 2023 Global Private Banking
Awards
Scotia Wealth Management ranks 3rd among bank-owned
brokers in total insurance revenue through Q2 2023
Eight ScotiaMcLeod Advisors were included in The Globe and
Mail's ranking of Canada's Top Women Wealth Advisors
Trading Central 2023 Digital Wealth Awards: Best Personalized
Experience - Scotia iTRADE® tied for 1st place with Merrill Edge,
Best ESG Investing - Scotia iTRADE® received 2nd place behind
Fidelity
Scotia Wealth Management recognized as #1 Best Place to Work
in Mexico
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
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 $70.3Bn (Investor Economics December 2022)
1 Source: Benefits Canada, Spring 2023
2 As of July 31, 2023
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