Canadian Personal Banking Digital Transformation slide image

Canadian Personal Banking Digital Transformation

U.S. Commercial Banking & Wealth Management - solid volume growth and expense discipline Reported (C$MM) (1%) • Continued success in expanding market share and deepening relationships with existing client base help to offset net interest margin pressure . • Loan balances up 19% YoY; up 12% excluding PPP loans Deposit balances up 36% YoY Adjusted¹ NIM down 48 bps YoY and 29 bps QoQ Solid growth in non-interest income YoY despite ongoing market impact on Asset Management fees and slowdown in syndication activity Q3/20 YOY QoQ Revenue 514 1% Net interest income 356 (0%) (6%) Non-interest income 158 4% 12% Non-Interest Expenses 271 (4%) (8%) Provision for Credit Losses 160 NM (30%) • Net Income 62 (64%) NM • Q3/20 YOY QoQ • 514 3% (1%) 356 2% (6%) Non-interest income 158 4% 12% • Non-Interest Expenses 250 (4%) (7%) Pre-Provision Earnings² 264 10% Provision for Credit Losses Net Income 160 NM 77 (58%) 6% (30%) NM Adjusted¹ (C$MM) Revenue Net interest income Expenses down 4% YoY primarily driven by reduced business development spend Provision for Credit Losses: • Total PCL ratio of 145 bps PCL ratio on impaired of 38 bps Loans and Deposits - Average (US$B) 324 305 276 2 Wealth Management (US$B) 28 30 31 68 67 74 25 28 51 51 56 21 Q3/19 Q2/20 Loans³ PPP Loans Deposits CIBC 1 Adjusted results are non-GAAP financial measures. See slide 36 for further details. Q3/20 NIM -adjusted (bps)1 2 Pre-provision earnings is revenue net of non-interest expenses and is a non-GAAP measure. See slide 36 for further details. 3 Loan amounts are stated before any related allowances or purchase accounting adjustments. 4 Assets under management (AUM) are included in assets under administration (AUA). Q3/19 Q2/20 Q3/20 ■ AUA4 ■ AUM⭑ 11
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