Toronto-dominion Bank · TSX:TD
Toronto-dominion Bank — TD Bank Group — Barclays Global Financial Services Conference 2011
11 slides from Toronto-dominion Bank's conference presentation, Sep 14, 2011
Slide 1: Barclays Global Financial Services Conference
Barclays Global Financial Services Conference Bharat Masrani Group Head, U.S. Personal and Commercial Banking, TD Bank Group and President and CEO, TD Bank, America's Most Convenient Bank September 14, 2011
Slide 2: Caution Regarding Forward-Looking Statements
Caution Regarding Forward-Looking Statements From time to time, the Bank makes written and/or oral forward-looking statements, including in this presentation, in other filings with Canadian regulators or the U.S. Securities and Exchange Commission, and in other communications. In addition, represent
Slide 3: TD Bank Group: A Few Highlights from Q3 2011
TD Bank Group A Few Highlights from Q3 2011 (C$): • Very strong adjusted earnings1 of $1.6B, up 21% • Retail2 franchise delivered record adjusted earnings of $1.5B • Dividend increase of $0.02 per share payable in October 2011 • Remain well positioned for 2012 despite uncertain environment Top 10 Ba
Slide 4: Q3 2011 Highlights
Q3 2011 Highlights Continued Growth Net income C$MM Q3/11 QoQ YoY 1 Retail 1,494 9% 14% Wholesale 108 -40% -40% Corporate (adjusted) (24) 76% 87% 2,3 Adjusted net income $ 1,578 9% 21% Reported net income $ 1,450 9% 23% Adjusted EPS (diluted) $ 1.72 8% 20% Reported EPS (diluted) $ 1.58 8% 22% Tier 1
Slide 5: Canadian Personal and Commercial Banking: Growth of a Leading Canadian Retail Franchise
Canadian Personal and Commercial Banking: Growth of a Leading Canadian Retail Franchise Growing Customer Satisfaction1 Leaders in Customer Satisfaction J.D. Power and Associates Award 2006 - 2011 Synovate Best 2007 2008* 2009 2010 2011 Banking Award TDCT Big 5 Bank Average 2005 - 2011 New Branch Ope
Slide 6: U.S. Personal and Commercial Banking: Building a Strong Banking Platform
U.S. Personal and Commercial Banking: Building a Strong Banking Platform TD Bank Strategy Strong footprint ~ 1,300 stores from Maine to Florida Leader in service and convenience Drive superior organic growth – improve share of wallet Increased asset generation capabilities – Chrysler acquisi
Slide 7: Superior Earnings Growth from Retail-Focused Business Model
Superior Earnings Growth from Retail-Focused Business Model Adjusted Earnings1 R $5,228 (C$MM) r C AG : 13% ea gs 5-y Earnin : 7% $4,716 d PS d juste sted E $4,617 A u Ad j $4,189 $3,813 $3,376 $2,861 Wholesale Banking U.S. P&C Wealth Management Canadian P&C 2005 2006 2007 2008 2009 2010 Q3 2011 YTD
Slide 8: Simple Strategy, Consistent Focus
Simple Strategy, Consistent Focus Our Businesses Canadian Personal & Commercial Wealth Management U.S. Personal & Commercial Wholesale Banking Wholesale 11% 5-year adjusted earnings CAGR U.S. P&C 13%11 21% Canadian P&C 56% 2 Global Wealth TD AMTD2,3 9% 3% YTD Total retail earnings = 89% 1. S
Slide 9: Managing through Current Environment
Managing through Current Environment 7-10% 7-10% EPS EPS Growth11 Growth Headwinds will continue in 2012. Strength Strength of of Retail Retail Franchise Franchise Slower growth in Canada Low interest rates Continuously Continuously U.S. regulatory reform Investing Investing Global economi
Slide 10: Key Takeaways
Key Takeaways Simple, consistent strategy and a lower-risk, retail-focused business model Ability to deliver long-term, profitable growth and build enduring franchises Focused on managing expenses closely while continuing to invest for the future Confident that 2011 will be a very good year
Slide 11: Barclays Global Financial Services Conference
Barclays Global Financial Services Conference September 14, 2011
TD Bank Group — Barclays Global Financial Services Conference 2011 on 6ix