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Frank Tian

ACL of Canada Big 5 Banks

Even with rising recession risk,

In the most recent financial quarter,

Big 5 Canadian banks continued to release reserves.


In Q2 F’22, the total allowances were down another $0.9 billion CAD.


The big 5 banks hiked reserves by $12.6 billion in 1st year of the pandemic.


So far, more than 70% of the build-up has been released.


Key Risk Factors:

  • Dampened consumer confidence

  • Persistent high inflation

  • Geopolitical risk

However, for the time being:

  • Credit quality is still strong

  • Consumers still have money in the bank


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