Global Wealth Management: 2012 Outlook slide image

Global Wealth Management: 2012 Outlook

6 Strategy in action Financial Review Sean McGuckin Executive Vice-President & Chief Financial Officer Strong Results in Challenging Environment Scotiabank Q1/12 Q4/11 Q/Q Q1/11 Y/Y $1,436 $1.201 $1,157 24% Net Income ($MM) $1,249 15% $0.97 24% EPS $1.08 11% 19.8% 16.4% 340 bps ROE 20.9% (110) bps 53.5% 57.9% (440) Bps Productivity Ratio 53.3% 20 bps (1) Including $0.08 impact from real estate gain Year-over-Year Comparison Q1 earnings benefited from... • • Impact of acquisitions, particularly DundeeWealth . Strong volume growth and transaction-based banking revenues Higher trading and insurance revenues Scotiabank Partly offset by... Higher operating expenses from acquisitions Lower margin Lower contribution from Thailand Pension and FX gains in 2011
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