Embracing Fintech
Global Wealth Management
Strong investment performance, increasing scale
Market-Leading Capabilities
Award-Winning Investment Management
.
Strong investment return with Dynamic Funds ranking #1
among Independents for 5 year returns.
•
•
•
#2 in Retail Investment Fund Assets in Canada
Scotia Fondos market share now #2 in in Peru
Investment Performance Highlights
of 1832 Asset Management assets in the
73%) top two quartiles over a five-year period
+14%
CAGR
AUM
Tailored Advice
Scotia Wealth Management 2022 Global Finance Awards: Best
Private Bank in Canada; and Best Private Bank for Net Worth
between $1MM and $24.9MM (GLOBAL CATEGORY)
Largest Private Investment Counsel business in Canada (SWM,
MD, JFL)
Investing in product innovation
Medicus Pension Plan: A first-to-market offering, fulfilling a
long-standing need for physicians
Scotia iTRADE: Enhanced Commission-Free ETF program
and new Mobile App
AUA
+10%
CAGR
1 June 30, 2022
346
320
597
581
207
403
2017
2021
Q3/22
2017
2021
Q3/22
38View entire presentation