Canadian Banking and Residential Mortgages Overview
Global Wealth Management
Strong investment performance, increasing scale
•
•
Market-Leading Capabilities
Award-Winning Investment Management
Scotia GAM won with 38 FundGrade A+ Awards¹
Dynamic Funds ranked #1 among independent
mutual fund companies, for 5-year returns
Scotia GAM ranked #3 for retail mutual fund net
sales among banks FYTD
• Mexico Asset Management awarded Morningstar's
Best Equity Fund Manager for four years in a row
Chile Asset Management received 6 Premios Salmon
mutual fund awards
⚫ Chile Asset Management awarded Best International
Funds manager
•
Chile Asset Management awarded Morning Award in
two categories: International Equity category "Scotia
Mercados Desarrollados" and Balanced Funds
"Scotia Portafolio Más Arriesgado"
Investment Performance Highlights
of assets in the top two quartiles over
74% (2) five-year period-1832 Asset Management
Tailored Advice
Scotia Wealth Management 2022 Global Finance
Awards: Best Private Bank in Canada; and Best Private
Bank for Net Worth between $1MM and $24.9MM
(GLOBAL CATEGORY)
Scotia iTRADE ranked #1 overall among the Big 5
Banks in the 2021 Surviscor Canadian Online
Brokerage Ranking for best overall online experience
Largest Private Investment Counsel business in
Canada (SWW, MD, JFL)
#2 Bank-Owned Brokerage Firm (Investment Executive
Brokerage Report Card, 2021)
AUM
+14%
CAGR
AUA
+10%
CAGR
346
597
207
403
64%
(3) of core funds in the top two quartiles over
five-year period - Jarislowsky Fraser
2017
2021
2017
2021
1Includes 5 Dynamic Active ETFs. 1832 Asset Management L.P. assumed full operational and investment management responsibilities of these Dynamic Active ETFs from BlackRock Asset
Management Canada Limited (BlackRock Canada) on December 3, 2021. Prior to that time, they were managed by BlackRock Canada and invested in selected Dynamic Funds. 2 January 31, 2022
3 December 31, 2021
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