Q1 Financial Review slide image

Q1 Financial Review

Strong volume growth in Canadian Commercial and Wealth Reported ($MM) . • Q1/20 YOY Revenue 1,055 7% QoQ 3% Net interest income 315 1% 4% Non-interest income • 740 10% 2% Non-Interest Expenses 561 9% 6% Provision for Credit Losses 35 (19%) (56%) Net Income 336 7% 10% Adjusted¹ ($MM) Q1/20 YOY QoQ Revenue 1,055 7% 3% • Net interest income 315 1% 4% Non-interest income 740 10% 2% Non-Interest Expenses 561 9% 6% Pre-Provision Earnings² 494 5% (1%) Provision for Credit Losses 35 (19%) (56%) Net Income 336 7% 10% Continued volume growth driving growth in net interest income, largely offset by lower margins Commercial loan balances up 9% YoY Commercial deposit balances up 14% YoY NIM of 3.22%, up 14 bps QoQ and down 8 bps YoY Non-interest income up 10% YoY Strong results in Wealth Management, driven by double- digit growth in AUM and AUA and higher net sales Higher fee income in Commercial Banking Provision for Credit Losses: PCL ratio on impaired of 21 bps Total PCL ratio of 22 bps Commercial Banking Wealth Management 60 65 53 58 65 273 289 299 60 168 182 190 Q1/19 Q4/19 Loans & Acceptances ($B)³ Q1/20 Deposits ($B) Q1/19 Q4/19 Q1/20 ■ AUA ($B) 4 ■ AUM ($B) 4 CIBC 1 Adjusted results are non-GAAP financial measures. See slide 28 for further details. 2 Pre-provision earnings is revenue net of non-interest expenses and is a non-GAAP measure. See slide 28 for further details. 3 Comprises loans and acceptances and notional amount of letters of credit. 4 Assets under management (AUM) are included in assets under administration (AUA). 10
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