Fourth Quarter 2022 Financial Highlights slide image

Fourth Quarter 2022 Financial Highlights

Non-Interest Expenses Higher expenses reflect ongoing investments and the impact of inflationary pressures • Expense growth of 11% (adjusted 1 growth of 12% or 10% excluding severance costs incurred during the quarter) Strategic initiatives focused on long-term growth driving 5% increase YoY, including: • • Expenses associated with the co-brand card portfolio acquired during the year Investment in our U.S. platform to support continued organic growth Remaining increase in operating expenses 5% YoY, including the impact of recent elevated inflation • Low single digits excluding impact of inflation Primarily driven by employee and technology-related costs Expense Growth ($MM) - Adjusted¹ Reported: $3,135MM +5% 143 3,098 Other Adjusted 2,955 Inflation Q4/21 Operating Costs +12% 145 Other Co-Brand & US Investments Strategic Initiatives² Reported: $3,483MM 67 3,310 Severance Q4/22 1 Adjusted results are non-GAAP measures. See slides 43-45 for further details. 2 Initiatives include incremental costs associated with front-line hires related to growth initiatives, investments in enterprise initiatives, investments in infrastructure in the U.S., and other growth initiatives. CIBC◇ Fourth Quarter, 2022 14
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