National Bank Of Canada · TSX:NA

National Bank Of Canada — Investor Day (June 2014)

121 slides from National Bank Of Canada's investor day presentation, Jun 12, 2014

1. Slide 1: Canada Focused. Client Centric.

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2. Slide 2: Caution Regarding Forward-Looking Statements

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3. Slide 3: Today's Objectives

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4. Slide 4: Wealth Management Investor Day Agenda

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5. Slide 5: Consistent Performance

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6. Slide 6: Returning Capital to Shareholders

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7. Slide 7: Diversified Business Mix

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8. Slide 8: Diversified Business Mix (Current Expectation)

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9. Slide 9: Growth Opportunities

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10. Slide 10: Canadian Wealth Management Environment

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11. Slide 11: National Bank: Well-Positioned in Quebec Channels

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12. Slide 12: National Bank: Well-Positioned in Quebec Channels

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13. Slide 13: How We Create Value

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14. Slide 14: Executive Vice President, Wealth Management

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15. Slide 15: Our Evolution

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16. Slide 16: Revenue Growth

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17. Slide 17: Profitability Growth

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18. Slide 18: 2014 Revenue Distribution

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19. Slide 19: 2014 Revenue and Income Distribution

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20. Slide 20: Growth and Geographic Diversification

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21. Slide 21: Market Environment

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22. Slide 22: Market Environment

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23. Slide 23: Going Forward: Our Strategic Pillars

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24. Slide 24: Why Relationships Matter

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25. Slide 25: Why Relationships Matter

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26. Slide 26: Why Relationships Matter

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27. Slide 27: Why Open Architecture?

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28. Slide 28: Integral to open architecture strategy

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29. Slide 29: Why Wealth Management Intermediaries?

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30. Slide 30: Drive Growth Through Internal Collaboration

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31. Slide 31: Drive Growth Through Internal Collaboration

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32. Slide 32: Revenue and Income Growth

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33. Slide 33: Efficiency Ratio

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34. Slide 34: Wealth Management Team

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35. Slide 35: Solutions and Trust Services

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36. Slide 36: Solutions and Portfolios

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37. Slide 37: Estate and Trust Services: A Growth Opportunity

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38. Slide 38: Investment Solutions: What We Do

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39. Slide 39: Unique Approach to Product Manufacturing

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40. Slide 40: Unique Approach to Product Manufacturing

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41. Slide 41: Multi-Channel Distribution

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42. Slide 42: Investment Solutions Growth

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43. Slide 43: Growth Drivers 2014-2017

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44. Slide 44: Investment Performance

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45. Slide 45: Client-Centric Approach

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46. Slide 46: Innovation: Working With Partners

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47. Slide 47: Innovation: Working With Partners

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48. Slide 48: Key Takeaways

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49. Slide 49: Private Banking 1859

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50. Slide 50: Growth of Financial Assets in Canada

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51. Slide 51: Successful Holistic Approach to Wealth Management

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52. Slide 52: Who We Are: Leading Provider

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53. Slide 53: Leading Results

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54. Slide 54: Leading Results

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55. Slide 55: Leading Results

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56. Slide 56: Superior Client Experience

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57. Slide 57: Asset and Credit Volume Growth

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58. Slide 58: Revenue Growth

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59. Slide 59: Profitability Growth

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60. Slide 60: Growth Drivers 2014-2017

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61. Slide 61: Leverage All National Bank Channels

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62. Slide 62: Accelerate Cross-Selling Within Wealth Management

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63. Slide 63: Key Takeaways

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64. Slide 64: Full-Service Brokerage

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65. Slide 65: NBF Wealth Management Today

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66. Slide 66: Canadian Footprint Pre-Acquisitions

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67. Slide 67: Critical Mass Achieved Across Canada

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68. Slide 68: Our Evolution Over the Past 5 Years

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69. Slide 69: Asset Growth

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70. Slide 70: Revenue Growth

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71. Slide 71: Profitability Growth

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72. Slide 72: Active Cost Control and Scale

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73. Slide 73: Growth Drivers 2014-2017

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74. Slide 74: Growth Drivers 2014-2017

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75. Slide 75: Closing Gap With Canadian Peers

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76. Slide 76: Fee-Based Program

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77. Slide 77: New Fee-Based Program

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78. Slide 78: New Fee-Based Program

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79. Slide 79: New Fee-Based Program

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80. Slide 80: Increase Discretionary Management

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81. Slide 81: Increase Proprietary Products Penetration

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82. Slide 82: Growth Drivers 2014-2017

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83. Slide 83: Transition to Wealth Management

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84. Slide 84: Transition to Wealth Management

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85. Slide 85: Collaboration with Personal & Commercial Banking

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86. Slide 86: Insurance Opportunity: Closing the Gap With Peers

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87. Slide 87: Growth Drivers 2014-2017

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88. Slide 88: Drive Efficiencies

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89. Slide 89: People: Key to Success

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90. Slide 90: Key Takeaways

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91. Slide 91: Direct Brokerage

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92. Slide 92: National Bank Direct Brokerage Today

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93. Slide 93: High Client Satisfaction

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94. Slide 94: Growth Differentiator: Unstaffed Opportunity

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95. Slide 95: Growth Strategy

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96. Slide 96: Sustaining Growth

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97. Slide 97: Key Takeaways

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98. Slide 98: Intermediary Solutions

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99. Slide 99: Advisor Distribution Partner of Choice

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100. Slide 100: Our Evolution

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101. Slide 101: Revenue

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102. Slide 102: Profitability

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103. Slide 103: Growth Strategy 2014-2017

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104. Slide 104: Partner of Choice

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105. Slide 105: Partnership Banking

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106. Slide 106: Unique Approach

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107. Slide 107: Partnership Banking Growth Drivers

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108. Slide 108: Partner of Choice

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109. Slide 109: Advisor Distribution

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110. Slide 110: Closing the Gap

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111. Slide 111: Institutional Services

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112. Slide 112: Institutional Services Evolution

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113. Slide 113: Institutional Services Evolution

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114. Slide 114: Strong Organic Growth

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115. Slide 115: Increase Penetration in Current Markets

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116. Slide 116: Expand Product Offering

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117. Slide 117: Leveraging Our Bench Strength

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118. Slide 118: Key Takeaways

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119. Slide 119: Key Takeaways

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120. Slide 120: Growth Drivers 2014-2017

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121. Slide 121: Q&A Panel

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National Bank of Canada — Investor Day (June 2014) on 6ix