Canaccord Genuity Group Inc. · TSX:CF
Canaccord Genuity — Investor Presentation (August 2026)
31 slides from Canaccord Genuity's investor presentation, August 2026
Slide 1: Canaccord Genuity Group Inc. Investor Presentation
Canaccord Genuity Group Inc. Investor Presentation August 2026
Slide 2: Forward looking statements and non-IFRS measures
Forward looking statements and non-IFRS measures This document may contain ‘‘forward-looking statements’’ (as defined under applicable securities laws). These statements relate to future events or future performance and reflect management’s expectations, beliefs, plans, estimates, intentions and sim
Slide 3: About Canaccord Genuity Group Inc.
About Canaccord Genuity Group Inc. Driven to deliver superior outcomes for mid-market companies and investors $577 M $160 bn Q1 REVENUE1 CLIENT ASSETS Comprehensive wealth management solutions Leading mid-market provider of investment $12 bn 91 helping individual investors, private clients and banki
Slide 4: Financial highlights
Financial highlights Q1 fiscal 2027: Three months ended June 30, 2026 Pre-tax Pre-tax Net Revenue1 Diluted EPS1 profit Income1,2 margin1 Q1 Fiscal 2027 $577.4 M $76.1 M $0.36 13.2% Earnings growth 3 months ended +28.8% y/y +128.1% y/y +176.9% y/y +5.7 p.p. y/y outpaced revenue June 30 growth on a ye
Slide 5: Defensive revenue mix provides downside protection
Defensive revenue mix provides downside protection Increased contributions from Wealth Management and Advisory have created a more balanced earnings profile while preserving cyclical upside from underwriting activity in our core focus sectors $2,337 $2,208 Significantly invested in growing our wealt
Slide 6: Investments targeted towards key markets
Investments targeted towards key markets Disciplined focus on growing contributions from global wealth management and capital markets advisory Steadily increasing revenue contributions from wealth management Targeted investments to increase capital markets M&A revenue contributions C$ millions, fisc
Slide 7: Focused on improving expense management
Focused on improving expense management to create capacity for investments in growth Larger WM scale and disciplined firm-wide cost management supported YoY pre-tax profit margin increase to 13.2% (from 7.4%) Firmwide non-compensation expenses1 decreased by $3.7M YoY C$ millions Fixed Expenses = $4.
Slide 8: Increasing employee ownership supports our partnership culture
Increasing employee ownership supports our partnership culture Independently governed Limited Partnership owned by Excellent progress towards our objective employees • Approximately 43% of outstanding shares held by • Acquired approximately 9.7% of outstanding CF senior officers, employee LTIP, and
Slide 9: Global Wealth Management
Global Wealth Management Positive markets and new asset inflows increased client assets and related fee revenue across all geographies, while greater retail participation in new issues supported increased investment banking revenue in Canada and Australia Q1/27 CLIENT ASSETS Q1/27 REVENUE Q1/27 PRE-
Slide 10: CG Wealth Management: Advancing core growth momentum
CG Wealth Management: Advancing core growth momentum Solid top-line performance as we continue to advance our organic and inorganic growth priorities in all regions Q1/27 ended June 30, 2026 As at June 30, 2026 Pre-tax net Pre-tax profit Normalized Revenue Total client assets Fee-based assets Priori
Slide 11: Canada Wealth Management: Client assets increased 33% year-over-year
Canada Wealth Management: Client assets increased 33% year-over-year Market gains, positive inflows and increased retail participation in new issues supported YoY AUA growth to new record AUA Movement Steadily increasing proportion of fee-generating assets C$ millions, fiscal years ended March 31 C$
Slide 12: UK Wealth Management: Client assets increased 14% year-over-year to new record
UK Wealth Management: Client assets increased 14% year-over-year to new record Growth driven by market appreciation and positive organic inflows AUM Movement Fee-Based Assets £ millions, fiscal years ended March 31 C$ millions, fiscal years ended March 31 Q1/27 ended June 30 Q1/27 ended June 30 £43,
Slide 13: Australia wealth management: Client assets increased 113% year-over-year
Australia wealth management: Client assets increased 113% year-over-year Growth reflects Wilsons acquisition, robust client activity and net new assets from recruited advisors AUM Movement Australia Client Assets1,2 A$ millions, fiscal years ended March 31 C$/A$ billions, fiscal years ended March 31
Slide 14: CG Global Wealth Management: Strengthening client assets and revenue contributions
CG Global Wealth Management: Strengthening client assets and revenue contributions Creating substantial value in this segment INVESTING WITH DISCIPLINE TO ADVANCE OUR LONG-TERM EARNINGS POTENTIAL (Revenue in C$ thousands, AUA/AUM in C$ millions) F2021 F2022 F2023 F2024 F2025 F2026 Q1/26 Q1/27 Pursui
Slide 15: HPS: A strategic and financial partner for our UK wealth management business
HPS: A strategic and financial partner for our UK wealth management business • HPS1 invested £125 million (July 2021) and £65.3 million (May 2022) by way of convertible preferred shares • Management and employees of CGWM UK purchased £7.5 million of preferred shares alongside HPS in July 20212 • As
Slide 16: CG Global Capital Markets: A powerful mid-market competitor
CG Global Capital Markets: A powerful mid-market competitor Q1/27 year-over-year revenue growth was driven primarily by a 123% increase in advisory activity and a 40% increase in corporate financing activity revenue. Q1/27 PROCEEDS RAISED Q1/27 REVENUE Q1/27 PRE-TAX NET INCOME1 Q1/27 PRE-TAX PROFIT
Slide 17: CG Global Capital Markets
CG Global Capital Markets Lean and focused platform, capable of driving value for clients in all market environments Excludes significant items1 F2023 F2024 F2025 F2026 Q1/26 Q1/27 DIFFERENTIATED GLOBAL PLATFORM Revenue $148,356 $166,649 $182,966 $274,666 $55,828 $70,126 Expenses as % of revenue 108
Slide 18: CG Global Capital Markets
CG Global Capital Markets Disciplined mid-market focus, differentiated by scale, global capability, and stability Integrated capabilities provide unparalleled Disciplined focus in key growth sectors of the Deep regional expertise, differentiated by aftermarket support and facilitate lasting global e
Slide 19: Disciplined sector focus
Disciplined sector focus Allows us to provide globally integrated services and expertise throughout market cycles COMBINED ADVISORY & UNDERWRITING REVENUE BY SECTOR ALL GEOGRAPHIES – Q1 2027 ALL CANADA U.S. AUSTRALIA UK & EUROPE GEOGRAPHIES 27% of Q1/27 40% of Q1/27 22% of Q1/27 11% of Q1/27 Capital
Slide 20: Global Investment Banking
Global Investment Banking Q1/27 Global Investment Banking Revenue by Sector (2) Unparalleled origination and placement capability Sustainability 15% Consumer 2% • Q1/27 investment banking revenue increased 39.7% y/y to $87.2M, with the largest contributions coming from Canada and Australia Metals &
Slide 21: Global Advisory
Global Advisory Q1/27 Advisory Revenue by Sector (2) Increased advisory contributions support margin strength in global capital markets Consumer Sustainability 19% 12% • Q1 Firmwide advisory revenue increased by 122.7% y/y. • Technology continues to be most active sector Other 15% • Addition of CRC
Slide 22: Global Distribution and Trading
Global Distribution and Trading Leading independent franchise for best-in-class execution capabilities • Q1 commissions & fees revenue improved by 21.6% y/y to $49.9M on higher • Q1 principal trading revenue decreased by 83.1% y/y to $6.4M client activity levels in all regions • Year-over-year decli
Slide 23: CG Principles of Corporate Social Responsibility and Sustainability
CG Principles of Corporate Social Responsibility and Sustainability ESG approaches to supporting the well-being of our employees, clients and communities Operate with Integrity Respect People and Communities Respect our Planet We are committed to conducting our business in We think locally and globa
Slide 24: CG in the Community
CG in the Community ‘The Greater Boston, SEO y FOOD /LONDON cay BANKUZ4. spowons or teat OPPORTUNITY OOD BUNK \a secon gy The Qs HARVEST B id McDonald fouse Charities Food on Ql) wy FOOD BANK Ower y Schulich touse coreuouan ‘OF METROLINA fia Mission Canada School of Business Together We CAN End Hung
Slide 25: (TSX:CF): An Excellent Investment Proposition
(TSX:CF): An Excellent Investment Proposition Driven to create enduring value for our employees, clients and shareholders Solid balance sheet supports our Management and employees are in capacity to invest in future growth alignment with shareholders Growing wealth management Increasing contribution
Slide 26: Analyst coverage
Analyst coverage ATB Cormark Capital Ventum Capital Raymond James TD Securities Inc. Markets Markets Stephen Boland Graham Ryding Jeff Fenwick Rob Goff Canaccord Genuity Group Inc. is followed by the analysts listed above. Please note that any opinions, estimates or forecasts regarding the Company’s
Slide 27: Financial highlights
Financial highlights Q1 Fiscal 2027 ended June 30, 2026 Page 27
Slide 28: Consolidated results: Q1 Fiscal 2027 ended June 30, 2026
Consolidated results: Q1 Fiscal 2027 ended June 30, 2026 Improved business mix contributes to earnings stability through market cycles Q/Q Y/Y Y/Y C$ thousands (except per share data and ratios) 1 Q1/27 Q4/26 Q1/26 FY/26 FY/25 Change Change Change Revenue $577,435 $612,687 (5.8%) $448,447 28.8% $2,2
Slide 29: Global Wealth Management
Global Wealth Management Q1 Fiscal 2027 ended June 30, 2026 Wealth Management revenue by region1 C$ millions, fiscal quarters $304.3 $306.7 $305.1 $269.4 $233.4 $238.9 $242.9 Q/Q Y/Y Y/Y $216.5 2 C$ thousands (except percentages and client assets ) Q1/27 Q4/26 Change Q1/26 Change FY/26 FY/25 Change
Slide 30: Global Capital Markets
Global Capital Markets Q1 Fiscal 2027 ended June 30, 2026 (C$ thousands except Q/Q Y/Y Y/Y percentages) Q1/27 Q4/26 Change Q1/26 Change FY/26 FY/25 Change Commissions & Fees $49,924 $52,968 (5.7%) $41,048 21.6% $190,023 $152,401 24.7% Investment banking $87,202 $104,847 (16.8%) $62,410 39.7% $412,11
Slide 31: Solid Capital Position
Solid Capital Position Well capitalized for continued investment in our strategic priorities Q1 2027 Q4 2026 C$ millions (except for per share amounts and numb er of shares) % Change (As at June 30, 2026) (As at March 31, 2025) Solid balance sheet protects our ability to Working Capital(1) $818.0
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