Canaccord Genuity Group Inc. · TSX:CF
Canaccord Genuity — Investor Presentation (June 2026)
30 slides from Canaccord Genuity's investor presentation, June 2026
Slide 1: Canaccord Genuity Group Inc. Investor Presentation
Canaccord Genuity Group Inc. Investor Presentation June 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 $2.2 bn $148 bn REVENUE1 CLIENT ASSETS Comprehensive wealth management solutions Leading mid-market provider of investment $63.2 bn 472 helping individual investors, private clients and bank
Slide 4: Financial highlights
Financial highlights Q4 fiscal 2026: Three and 12 months ended March 31, 2026 Pre-tax Pre-tax Net Revenue1 Diluted EPS1 profit Income1,2 margin1 Q4 Fiscal 2026 $612.7 M $89.1 M $0.48 14.5% Disciplined expense 3 months ended +33.2% y/y +176.3% y/y +300.0% y/y +7.5 p.p. y/y management helped March 31
Slide 5: Defensive revenue mix provides downside protection
Defensive revenue mix provides downside protection Increased contributions from Wealth Management and Advisory have helped to reduce our reliance on underwriting activity, which provides cyclical upside during strong markets for our core focus sectors $2,208 $2,041 $1,993 Significantly invested in g
Slide 6: Investments targeted towards key markets
Investments targeted towards key markets Disciplined focus on growing contributions from global wealth management and capital markets advisory Steadily increasing revenue contributions from wealth management Targeted investments to increase capital markets M&A revenue contributions C$ millions, fisc
Slide 7: Focused on improving expense management to create capacity for investments in growth
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 14.5% (from 7.0%) Firmwide non-compensation expenses1 increased by $5.9M YoY C$ 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 44% 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 FY/26 revenue growth largely driven by stronger client engagement levels which supported higher commissions & fees and corporate financing revenues FY/26 CLIENT ASSETS FY/26 REVENUE FY/26 PRE-TAX NET INCOME1 FY/26 PRE-TAX PROFIT MARGIN1,2 $148 bn $1.1 bn $195 M 17% +22.8% Yo
Slide 10: CG Wealth Management: Advancing core growth momentum
CG Wealth Management: Advancing core growth momentum Solid top-line performance as we continue to advance our organic and inorganic growth priorities in all regions Fiscal 2026 As at March 31, 2026 Pre-tax net Pre-tax profit Normalized Revenue Total client assets Fee-based assets Priority growth dri
Slide 11: Canada Wealth Management: Client assets increased 30% year-over-year
Canada Wealth Management: Client assets increased 30% year-over-year Market recovery and recruiting momentum driving continued AUA growth AUA Movement Steadily increasing proportion of fee-generating assets C$ millions, fiscal years ended March 31 C$ millions, fiscal years ended March 31 $55,715 12%
Slide 12: UK Wealth Management AUM Movement
UK Wealth Management AUM Movement Strong market values driving enhanced AUM growth with continued growth in fee-based assets and positive inflows AUM Movement Fee-Based Assets £ millions, fiscal years ended March 31 C$ millions, fiscal years ended March 31 £40,279 $74,110 $69,246 £1,765 £40,279 +7.4
Slide 13: CG Global Wealth Management: Strengthening client assets and earnings contributions
CG Global Wealth Management: Strengthening client assets and earnings contributions On track to create substantial value in this segment INVESTING WITH DISCIPLINE TO ADVANCE OUR LONG-TERM EARNINGS POTENTIAL (Revenue in C$ thousands, F2021 F2022 F2023 F2024 F2025 F2026 AUA/AUM in C$ millions) Pursuin
Slide 14: 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 15: CG Global Capital Markets: A powerful mid-market competitor
CG Global Capital Markets: A powerful mid-market competitor FY26 revenue growth was driven primarily by a 93% increase in corporate financing activity and a 25% increase in commissions and fees revenue, with mining-related activity a key contributor. FY/26 REVENUE(1) FY/26 TRANSACTIONS FY/26 PROCEED
Slide 16: 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 F2022 F2023 F2024 F2025 F2026 DIFFERENTIATED GLOBAL PLATFORM Revenue $341,453 $148,356 $166,649 $182,966 $274,666 Investments to increase M&A advisory cont
Slide 17: 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 18: 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 – FY 2026 ALL CANADA U.S. AUSTRALIA UK & EUROPE GEOGRAPHIES 26% of FY26 40% of FY26 21% of FY26 13% of FY26 Capital Mar
Slide 19: Global Investment Banking
Global Investment Banking FY/26 Global Investment Banking Revenue by Sector (2) Unparalleled origination and placement capability Sustainability 2% Consumer 1% • Metals and mining remains most active sector for corporate financing activities with 51% of FY26 IB revenue • Q4/26 investment banking rev
Slide 20: Global Advisory
Global Advisory FY/26 Advisory Revenue by Sector (2) Increased advisory contributions support margin strength in global capital markets Metals & Mining 11% Sustainability 5% Consumer • Q4 Firmwide advisory revenue increased by 32.0% y/y. Technology led Q4 revenue with 42%, followed by Mining at 18%
Slide 21: Global Distribution and Trading
Global Distribution and Trading Leading independent franchise for best-in-class execution capabilities • Q4 commissions & fees revenue improved by 26.1% y/y to $53.0M on higher • Principal trading revenue declined for the three- and 12-month periods, largely due to lower • client activity levels in
Slide 22: CG Principles of Corporate Social Responsibility and Sustainability
CG Principles of Corporate Social Responsibility and Sustainability ESG approaches to supporting the well-being of our employees, clients and communities Operate with Integrity Respect People and Communities Respect our Planet We are committed to conducting our business in We think locally and globa
Slide 23: CG in the Community
CG in the Community ‘The Greater Boston, SEO y FOOD /LONDON cay BANKUZ4. spowons or teat OPPORTUNITY OOD BUNK \a secon gy The Qs HARVEST B id McDonald fouse Charities Food on Ql) wy FOOD BANK Ower y Schulich touse coreuouan ‘OF METROLINA fia Mission Canada School of Business Together We CAN End Hung
Slide 24: (TSX:CF): An Excellent Investment Proposition
(TSX:CF): An Excellent Investment Proposition Driven to create enduring value for our employees, clients and shareholders Management and employees are in Solid balance sheet supports our complete alignment with capacity to invest in future growth shareholders Growing wealth management Increasing con
Slide 25: Analyst coverage
Analyst coverage ATB Cormark Capital Ventum Capital Raymond James TD Securities Inc. Markets Markets Stephen Boland Graham Ryding Jeff Fenwick Rob Goff Canaccord Genuity Group Inc. is followed by the analysts listed above. Please note that any opinions, estimates or forecasts regarding the Company’s
Slide 26: Financial highlights
Financial highlights Three and twelve months ended March 31, 2026 Page 26
Slide 27: Consolidated results: Three and twelve months ended March 31, 2026
Consolidated results: Three and twelve months ended March 31, 2026 Improved business mix contributes to earnings stability through market cycles Q/Q Y/Y Y/Y C$ thousands (except per share data and ratios) 1 Q4/26 Q3/26 Q4/25 FY/26 FY/25 Change Change Change Revenue $612,687 $616,133 (0.6%) $460,016
Slide 28: Global Wealth Management
Global Wealth Management Three and twelve months ended March 31, 2026 Wealth Management revenue by region1 C$ millions, fiscal quarters $304.3 $306.7 $269.4 $233.4 $238.9 $242.9 Q/Q Y/Y Y/Y $215.9 $216.5 2 C$ thousands (except percentages and client assets ) Q4/26 Q3/26 Change Q4/25 Change FY/26 FY/
Slide 29: Global Capital Markets
Global Capital Markets Three and twelve months ended March 31, 2026 (C$ thousands except Q/Q Y/Y Y/Y percentages) Q4/26 Q3/26 Change Q4/25 Change FY/26 FY/25 Change Commissions & Fees $52,968 $53,729 (1.4%) $41,989 26.1% $190,023 $152,401 24.7% Investment banking $104,847 $154,266 (32.0%) $40,128 16
Slide 30: Solid Capital Position
Solid Capital Position Well capitalized for continued investment in our strategic priorities Fiscal 2026 Fiscal 2025 C$ millions (except for per share amounts and numb er of shares) % Change (As at March 31, 2026) (As at March 31, 2025) Working Capital (1) $787.1 $838.8 (6.2%) Solid balance sheet
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