Bank Of Montreal · TSX:BMO
Bank Of Montreal — Scotiabank GBM Financials Summit 2013
12 slides from Bank Of Montreal's conference presentation, Sep 4, 2013
Slide 1: Scotiabank GBM Financials Summit
Scotiabank GBM Financials Summit Investor Presentation 2013 September 4 y 2013 Bill Downe President & Chief Executive Officer
Slide 2: Forward Looking Statements & Non-GAAP Measures
Forward Looking Statements & Non-GAAP Measures Caution Regarding Forward-Looking Statements Bank of Montreal’s public communications often include written or oral forward-looking statements. Statements of this type are included in this document, and may be included in other filings with Canadian sec
Slide 3: Today's Agenda: Growth
Today’s Agenda: Growth .1. The North American context .2. The BMO perspective .3. Measuring progress Scotiabank GBM Financials Summit | September 4 • 2013 2
Slide 4: North American Markets
North American Markets North America increasingly seen as a brighter spot in the global economy Canada US IL, WI, MN, Western Central Atlantic KS, MO, IN GDP ($B) 643.7 1,000.4 108.2 1,947.9 Population (millions) 11.0 21.7 2.4 39.4 Unemployment Rate (%) 5.5 7.8 10.0 7.6 Avg. Annual Earnings ($) 49,1
Slide 5: Strategic Footprint
Strategic Footprint 2nd largest Canadian bank as measured by retail network in Canada and the U.S. ~1,6001 Branches 2 $214B Customer Deposits 1 Branches in Canada and the U.S., excluding Other, 1,571 2 Q3’13 customer deposits: core deposits plus larger fixed-date deposits excluding wholesale custome
Slide 6: Wealth Management at BMO
Wealth Management at BMO Strong wealth franchise contributes ~20% of the Bank’s total revenues BMO Nesbitt Burns (Full-service brokerage) Second-largest investment advisor network in Canada BMO InvestorLine (Self-directed investing) Rated the best bank-owned online brokerage by The Globe and Mai
Slide 7: Proven Strength in Commercial Banking
Proven Strength in Commercial Banking Our large North American platform is a key differentiator and positions us well P&C Canada P&C U.S. Commercial loan1 balances up 12% Y/Y and 3% Q/Q Strong core C&I loan growth, up 4% Q/Q; 7th straight sequential quarter of growth #2 market share position i
Slide 8: Operating Group Performance
Operating Group Performance Good operating group performance driven by diversified business mix Adjusted1 Net Income C$ millions unless otherwise indicated P & C Banking P & C Banking Private Client BMO Canada U.S. Group Capital Markets (US$) Y/Y 4% 7% 44% 23% Growth 1,341 1,392 867 707 485 520 542
Slide 9: Year-to-date Financial Results
Year-to-date Financial Results Results reflect successful execution of well-entrenched strategies across all of our businesses C$ Billions unless otherwise indicated Adjusted1 2013 YTD 2012 YTD Revenue 11.5 11.1 Adjusted net income of $3.2B, up 7% Net Income 3.2 3.0 EPS ($) 4.65 4.35 Very good c
Slide 10: Strategic Priorities
Strategic Priorities A clear vision: To be the bank that defines great customer experience Strategic priorities Leverage our Ensure our Achieve industry- Enhance Expand strength in risk 3 4 consolidated 1 2 5 leading customer productivity to strategically in North American management loyalty by driv
Slide 11: Q&A
Scotiabank GBM Financials Summit Investor Presentation Q&A September 4 y 2013 Bill Downe President & Chief Executive Officer Scotiabank GBM Financials Summit | September 4 • 2013 10
Slide 12: Investor Relations Contact Information
Investor Relations Contact Information www.bmo.com/investorrelations E-mail: investor.relations@bmo.com Fax: 416.867.3367 SHARON HAWARD-LAIRD Head, Investor Relations 416.867.6656 sharon.hawardlaird@bmo.com ANDREW CHIN Director 416.867.7019 andrew.chin@bmo.com Scotiabank GBM Financials Summit | Sept
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