Canadian Retail: Loans and Provisions Financial Overview
Global Wealth Management
Strong investment performance, increasing scale
Award-Winning Investment Management
•
•
•
Dynamic Funds
MD MD Financial
JARISLOWSKY FRASER
Invest with advice.
Management
.
GLOBAL INVESTMENT MANAGEMENT
#2 in Retail Mutual Fund Net Sales
Won 20 Lipper Fund Awards - more than any other firm in
2020 (1832 Asset Management)
Named Fund Provider of the Year by Wealth Professional
(Dynamic Funds)
Top 3 Greenwich Leader in Canadian Institutional
Investment Management Service (Jarislowsky Fraser)
Straight A's in the 2020 Principles for Responsible
Investment report (Jarislowsky Fraser)
Investment Performance Highlights
76%
of assets in the top two quartiles over five-
year period - 1832
ASSET MANAGEMENT
.
•
•
Award-Winning Advisory
#2 in 2020 Best Online Brokers (MoneySense Magazine)
#2 bank-owned brokerage firm in the 2020 Investment
Executive Brokerage Report Card
Largest PIC business in Canada
#1 in Y/Y estate, trust and foundation revenue growth
(Investor Economics)
2021 World's Best Private Banks awards in Peru and
Bahamas (Global Finance)
AUM
+11%
CAGR
AUA
+6%
CAGR
292
502
404
75%
of core funds in the top two quartiles over five-
year period JARISLOWSKY FRASER
193
GLOBAL INVESTMENT MANAGEMENT
2016
2020
2016
2020
36View entire presentation