Power Financial Corporation · TSX:PWF.PF.A
Power Financial — Shareholder Meeting (May 2016)
84 slides from Power Financial's shareholder meeting presentation, May 12, 2016
Slide 1: 2016 Annual Shareholder Meeting
2016 Annual Shareholder Meeting
Slide 2: Forward-looking statements
In the course of today’s meeting, officers of the Corporation may make, in their remarks or in response to questions, technological change, changes in government regulation and legislation, changes in tax laws, unexpected judicial and the accompanying materials may include, statements containing for
Slide 3: Power Financial Corporation
2016 ANNUAL SHAREHOLDER Power Financial Corporation MEETING
Slide 4: 2015 Operating Earnings
2015 Operating Earnings attributable to common shareholders $2,241 million $3.14 per share 6.5% 6.1% POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 5: Dividends
Dividends 2014 2015 2016 $1.40 $1.49 $1.57 per share per share per share (annualized) POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 6: Return on equity — operating earnings
Return on equity — operating earnings 14.3% POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 7: Industry Environment
2016 ANNUAL SHAREHOLDER Industry Environment MEETING
Slide 8: Group Strategy
2016 ANNUAL SHAREHOLDER Group Strategy MEETING
Slide 9: Canada
CANADA POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 10: United States
UNITED STATES POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 11: Europe
EUROPE POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 12: Assets under management and administration
Assets under management $780 billion Assets under administration $1.4 trillion POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 13: 30 million client relationships
30 million 14,400 25,700 client financial employees relationships advisors POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 14: POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 15: POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 16: Great-West Lifeco
2016 ANNUAL SHAREHOLDER Great-West Lifeco MEETING
Slide 17: 2015 Operating Earnings
2015 Operating Earnings attributable to common shareholders Contribution to $2,762 million Power Financial $1,862 million POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 18: Paul A. Mahon
Paul A. Mahon President and Chief Executive Officer POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 19: J. Dave Johnston
C A N A DA J. Dave Johnston President and Chief Operating Officer Canada POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 20: More than 12 million people, 1 in 3 Canadians
more than 12 million 1 in 3 people Canadians POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 21: Company heritage in Canada
CANADA 125 years 142 years 169 years POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 22: Vision: improve well-being of Canadians
VISION: to improve the financial, physical and mental well-being of Canadians POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 23: POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 24: POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 25: Digital Focus
Digital Focus POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 26: Stefan Kristjanson
C A N A DA Stefan Kristjanson Executive Vice-President Strategy and Transformation POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 27: Robert L. Reynolds
U N I T E D S TAT E S Robert L. Reynolds President and Chief Executive Officer Great-West Lifeco U.S. Inc. POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 28: United States
UNITED STATES POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 29: Over 8 million people, 2nd-largest retirement provider
n Over 8 million people n 2nd-largest retirement services provider POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 30: POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 31: US$435 billion of clients' savings
n US$435 billion of clients’ savings n After first year, $50 billion in new business commitments n Retirement Leader of the Year POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 32: United States
UNITED STATES POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 33: Social Media Leader of the Year
Social Media Leader of the Year POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 34: Industry Recognition
INDUSTRY RECOGNITION POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 35: United States
UNITED STATES POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 36: Europe
EUROPE POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 37: Arshil Jamal
EUROPE Arshil Jamal President and Chief Operating Officer Europe and Reinsurance POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 38: Europe
EUROPE POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 39: Europe
EUROPE POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 40: 400,000+ health insurance customers
400,000+ health insurance customers POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 41: IGM Financial
2016 ANNUAL SHAREHOLDER IGM Financial MEETING
Slide 42: POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 43: 2015 Operating Earnings
2015 Operating Earnings available to common shareholders Contribution to $796 million Power Financial $474 million POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 44: $134 billion total assets under management
Total assets under management $134 billion at December 31, 2015 POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 45: Murray J. Taylor
Murray J. Taylor POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 46: POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 47: Jeffrey R. Carney
Jeffrey R. Carney President and Chief Executive Officer IGM Financial President and Chief Executive Officer Investors Group POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 48: Barry McInerney
Barry McInerney President and Chief Executive Officer Mackenzie Financial POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 49: POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 50: POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 51: Vision: improve clients' financial well-being
VISION: to improve clients’ financial well-being POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 52: Regional offices, consultants and clients
114 5,320 1 million region offices consultants clients POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 53: Mutual fund assets $74.9 billion
Mutual fund assets $74.9 billion at December 31, 2015 POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 54: POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 55: POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 56: Investment Division Build-out
Investment Division Build-out IVY RESOURCES ALL CAP ASSET VALUE ALLOCATION FIXED CUNDILL INCOME GLOBAL SYSTEMATIC EQUITY STRATEGIES & INCOME CANADIAN GROWTH GROWTH POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 57: Innovative and high quality products
Innovative and high quality products Introducing Introducing Mackenzie Mackenzie Private Private Wealth Wealth Pools Pools n 28 new mutual funds launched since 2013 An exclusive An exclusive selection selection of products of products developed developed to preserve to preserve and cultivate and cul
Slide 58: Introducing Mackenzie Active ETFs
Introducing Mackenzie Active ETFs MGB MACKENZIE ETFs Mackenzie Core Plus Global Fixed Income ETF MUB MACKENZIE ETFs Mackenzie Unconstrained Bond ETF MKB MACKENZIE ETFs Mackenzie Core Plus Canadian Fixed Income ETF MFT MACKENZIE ETFs Mackenzie Floating Rate Income ETF POWER FINANCIAL CORPORATION 2016
Slide 59: Brand Leadership
BRAND LEADERSHIP POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 60: No. 1 ranked website, No. 2 share of voice
n No. 1 ranked website n No. 2 “share of voice” in social media and public relations n No. 2 in brand equity [Advisor Perception Study] POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 61: POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 62: James L. Hunter
James L. Hunter Former President and Chief Executive Officer Mackenzie Financial 1952-2016 POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 63: Fintech
2016 ANNUAL SHAREHOLDER Fintech MEETING
Slide 64: Fintech Investments
Fintech Investments POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 65: Fintech Investments
Fintech Investments Alan POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 66: Best Website in Financial Services Industry
Best Website in Financial Services Industry POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 67: Pargesa Group
2016 ANNUAL SHAREHOLDER Pargesa Group MEETING
Slide 68: Arnaud Vial
Arnaud Vial Managing Director of Pargesa POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 69: POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 70: POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 71: New Investments
NEW INVESTMENTS POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 72: POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 73: 2015 Operating Earnings
2015 Operating Earnings Contribution to SF308 million Power Financial $112 million POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 74: Corporate Social Responsibility
2016 ANNUAL SHAREHOLDER Corporate Social Responsibility MEETING
Slide 75: We Support
WE SUPPORT POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 76: PowerFinancialCSR.com
PowerFinancialCSR.com POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 77: First Quarter Results
2016 ANNUAL SHAREHOLDER First Quarter Results MEETING
Slide 78: First Quarter Results: Operating Earnings
First Quarter Results Operating Earnings $476 million $0.67 per share POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 79: First Quarter Results: Net Earnings
First Quarter Results Net Earnings $259 million $0.36 per share POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 80: First Quarter Results
2016 ANNUAL SHAREHOLDER First Quarter Results MEETING
Slide 81: Quarterly Dividend
2016 ANNUAL SHAREHOLDER Quarterly Dividend MEETING
Slide 82: Quarterly dividend per common share
Quarterly dividend $0.3925 per common share POWER FINANCIAL CORPORATION 2016 ANNUAL SHAREHOLDER MEETING
Slide 83: Industry Matters
2016 ANNUAL SHAREHOLDER Industry Matters MEETING
Slide 84: 2016 Annual Shareholder Meeting
2016 Annual Shareholder Meeting