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Well-Diversified and Profitable Business

Canadian Housing Market Moderation of price and volume Significant Moderation in Price Growth* Aggregate Composite MLS Home Price 25 Index Y/Y Percentage Change 20 15 Volume of Home Sales Near 10-Year Average* 50 45 40 10 Units, 000s Monthly home sales 10 5 0 -5 -10 06 07 08 09 10 11 12 13 14 15 16 17 18 19 Sources: Scotiabank Economics, CREA. *Actual not seasonally adjusted Canada's Five Largest Metropolitan Areas* 10 MLS Home Price Index Benchmark 8 Price Y/Y Percentage Change 6 6.37 4 2 3.18 0 -2 -4 Average -1.52 -6 -8 -8.52 -10 GTA GVA 35 30 25 20 10-year monthly moving avg. 07 08 09 10 11 12 13 14 15 16 17 18 19 Sources: Scotiabank Economics, CREA. *Seasonally adjusted Meaningful Decline in Share of Mortgages going to highly Indebted Households 25 % Share of new mortgages with a loan-to-income ratio greater than 450% 20 15 -4.01 10 -4.60 Montreal Calgary Edmonton Sources: Scotiabank Economics, CREA. *Actual not seasonally adjusted 5 0 Mortgage insurance rules tightened Guideline B-20 revised Dec-14 Jun-15 Dec-15 Jun-16 High-ratio mortgages Dec-16 Jun-17 Dec-17 Jun-18 Dec-18 Low-ratio mortgages Total mortgages Source: Bank of Canada 1 Sources for charts and table: Bank of Canada Financial System Review 2019 (Data as of December 31, 2018); CREA; MLS Home Price Index growth rates reported as non seasonally-adjusted y/y (Data as of April 2019) Scotiabank® 41
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