Investor Presentaiton
Global Wealth Management
#2 in Retail Mutual Fund Assets in Canada¹
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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
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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
REPORTED PRODUCTIVITY
RATIO
62.8%
62.2%
IIII
SPOT AUM ($BN)
SPOT AUA ($BN)
+8%
CAGR
+8%
CAGR
631
331
580
311
403
207
2020
2021
2022
FY23 YTD
2017
2022
Q3/23
2017
2022
Q3/23
1 Ranking as at July 31, 2023
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