Power Financial Corporation · TSX:PWF.PF.A

Power Financial — 2015 Scotiabank Financials Summit

10 slides from Power Financial's conference presentation, Sep 10, 2015

  1. Slide 1: 2015 Scotiabank Financials Summit

    2015 Scotiabank Financials Summit R. Jeffrey Orr President & CEO, Power Financial September 10, 2015

  2. Slide 2: Forward looking statements

    Forward looking statements In the course of today’s meeting, officers of the Corporation may make, in their remarks or in response to questions, and the accompanying materials may contain, statements containing forward-looking information. Certain statements, other than statements of historical fact

  3. Slide 3: Overview

    Overview  Long-term commitment to the protection, retirement, and asset management markets in Canada, the U.S., and Europe  Power Financial controls or exercises significant influence over three publicly traded companies with a combined market capitalization in excess of $53B 67.1% 59.8% 27.8% 3.7

  4. Slide 4: How we create value

    How we create value  Long-term perspective  Limited number of leading franchises with attractive growth profiles Investment  Maintain conservative financial structure and sustainable dividend capacity Principles  Disciplined, detailed financial analysis  Majority ownership  Decentralized manag

  5. Slide 5: Strategy phases

    Strategy phases  Focus on the financial accumulation, decumulation and protection markets  Strategy is to create leadership positions in all of our markets  4 large acquisitions defined the 1995 to 2007 period  Great-West Lifeco and IGM Financial completed acquisitions totaling over $20 billion

  6. Slide 6: Great-West Lifeco: Portfolio at a glance

    Great-West Lifeco: Portfolio at a glance Canada Europe United States Life insurance Life insurance Life insurance Retirement savings Retirement savings Retirement savings Health insurance Health insurance Investment management Investment management Investment management Reinsurance 6

  7. Slide 7: Lifeco continues to invest for growth while maintaining strong risk and expense discipline

    Lifeco continues to invest for growth while maintaining strong risk and expense discipline Canada Europe United States  Investment in transformational  Successful integration of Irish  Investment in top quartile fund change to drive organic growth Life performance  Investments include digital 

  8. Slide 8: IGM Financial: Portfolio at a glance

    IGM Financial: Portfolio at a glance  Continues to pursue its multi-channel and multi-brand distribution with focus on financial advisors and the client experience  Hosting an Investor Day on November 20, 2015 to discuss long-term strategy and priorities in the context of the competitive and regul

  9. Slide 9: Pargesa

    Pargesa  Focused on a limited number of significant and strategic core holdings, held through GBL, with the objective of creating long-term value 21.0% (1) 2.9% 53.2% 7.5% 15.0% 2.3%(2) GBL’s market value $5.0B $4.2B $4.1B $2.9B $2.7B $1.3B of investment Market capitalization $23.7B $145.2B $7.6B $

  10. Slide 10: Summary

    Summary  Well positioned to benefit from long-term opportunities in the individual and group savings and retirement markets  Insurance products provide a stable base as well as future growth opportunities  Future growth based upon strong positions  Leading positions in Canada across all markets

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