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Investor Presentaiton

Canadian Housing Market Return to equilibrium Significant Moderation in Price Growth* 25 20 Aggregate Composite MLS Home Price Index Y/Y Percentage Change Volume of Home Sales Near 10-Year Average* Units, 000s 50 45 Monthly home sales 15 10 -5 -10 06 07 08 09 10 11 12 13 14 Sources: Scotiabank Economics, CREA. *Actual - not seasonally adjusted 40 40 35 30 25 25 10-year monthly moving avg. 20 07 08 09 10 11 12 13 14 15 16 17 18 19 15 16 17 18 19 Canada's Five Largest Metropolitan Areas* 10 MLS Home Price Index Benchmark 8 Price Y/Y Percentage Change 7.61 6 4 5.82 Average 2 0.46 0 -2 -4 2 468 -6 -8 GTA -6.44 Sources: Scotiabank Economics, CREA. *Seasonally adjusted Decline in Share of High-Risk Mortgages 25 20 15 % Share of new mortgages with a loan-to-income ratio greater than 450% -2.27 10 2.44 Mortgage insurance 5 rules tightened B-20 guideline revised 0 Edmonton Dec-14 Jun-15 Dec-15 Jun-16 High-ratio mortgages Dec-16 Jun-17 Dec-17 Low-ratio mortgages Jun-18 Dec-18 Total mortgages GVA Montreal Calgary Sources: Scotiabank Economics, CREA. *Actual - not seasonally adjusted Sources: Scotiabank Economics, Bank of Canada Financial System Review 2019. 26
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