Canaccord Genuity Group (CF) Investor presentation summary

Strategic focus and business overview

• Delivers comprehensive wealth management and mid-market capital markets services across North America, UK & Europe, Australia, and Asia, with 48 locations on 3 continents.

• Fiscal 2026 revenue reached $2.2 billion, with $148 billion in client assets and $63.2 billion in proceeds raised from 472 transactions.

• Wealth management and advisory now comprise a larger share of revenue, reducing reliance on cyclical underwriting.

• Significant investments in technology, acquisitions, and recruiting have driven organic and inorganic growth, especially in Canada, UK, and Australia.

• Employee ownership increased to 44% of outstanding shares, fostering alignment and a partnership culture.

Financial performance highlights

• Q4 2026 revenue was $612.7M (+33.2% y/y), with pre-tax net income of $89.1M (+176.3% y/y) and diluted EPS of $0.48 (+300% y/y).

• Fiscal 2026 revenue grew 24.9% y/y to $2.2B, pre-tax net income rose 77.8% to $193.7M, and diluted EPS increased 106.6% to $1.26.

• Pre-tax profit margin improved to 14.5% in Q4 and 11.9% for the year, reflecting disciplined expense management.

• Compensation ratio for FY26 was 60.1%, with a non-compensation ratio of 25.3%.

• Solid capital position with $787.1M in working capital and $780.6M in shareholders’ equity as of March 31, 2026.

Wealth management segment

• FY26 wealth management revenue grew 24.2% y/y to $1.1B, with client assets up 22.8% to $148B.

• Pre-tax net income rose 31% y/y to $195M, with a 17% pre-tax profit margin.

• Canada: Revenue up 22.8% y/y to $460.4M, client assets up 30.4% to $55.7B, driven by market recovery and recruiting.

• UK & Crown Dependencies: Revenue up 14% y/y to $512.8M, client assets up 7% to $74.1B.

• Australia: Revenue up 187.1% y/y to $150.1M, client assets up 113.2% to $18B, boosted by the Wilsons Advisory acquisition.

• Multiple acquisitions in FY26, including Wilsons Advisory and Brooks Macdonald International, expanded scale and capabilities.