Scotiabank Performance Review slide image

Scotiabank Performance Review

International - stable earnings Scotiabank notwithstanding foreign currency translation net income, $ millions 167 156 160 163 Q1/03 Q4/03 Q1/04 Revenue growth: up 8% yr/yr (ex. forex) ■ Caribbean " net income • down 11% vs. Q1/03 - impact of foreign currency translation up 21% vs. Q4/03 - lower loan losses broad-based asset growth Latin America Asia Inverlat up 63% vs. Q1/03 lower net income - impact of new accounting rules for hedging 21 Scotiabank Inverlat - growing contribution Scotiabank $ millions 32 32 43 52 Net contribution rose to $52 million, up 63% yr/yr Strong asset and deposit growth (yr/yr): retail loans up 47% high-margin credit card & auto loans up 83%, including purchase of auto loan portfolio in Q4/03 core deposits up 23% commercial lending up 14% Margin up year over year some compression versus Q4/03 Q1/03 Q4/03 Q1/04 22
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