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2 Deliver a holistic, differentiated experience voyant In 4Q22, Voyant added more than 5,000 enterprise advisor licenses with the launch of TD Retail INVESTMENT SOLUTIONS For general public use. Dynamic and holistic advice 20,000 17,985 Ent. 18,000 GOALS-BASED 16,000 ASSESSMENT Advisor Licenses Up 54% y/y 14,000 11,649 11,784 12,076 12,455 12,000 11,060 10,000 8,000 6,000 4,000 2,000 0 3Q21 4Q21 1Q22 2Q22 3Q22 4Q22 RISK MANAGEMENT CIBC 2022 Wins BARCLAYS pwc RSM MORNINGSTAR® (partnership) TD (retail) (retail) 4th Quarter Win! ASSETMARK. 6

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