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ANNUAL GENERAL MEETING
May 14, 2013
ROBERT BROWN
CHAIRMAN
BOARD OF DIRECTORS
4
Joanne
Ferstman
Rupert
Duchesne
Alan
Rossy
John
Forzani
Hon.
Michael
Fortier
Douglas
Port
Beth
Horowitz
Chairman
Robert
Brown
David
Laidley
Roman
Doroniuk
A MULTINATIONAL COMPANY INSPIRING LOYALTY
THROUGH A FULL-SUITE GLOBAL OFFERING
5
LOYALTY
ANALYTICS
COALITION
LOYALTY
PROGRAMS
PROPRIETARY
LOYALTY
SERVICES
• Attractive business model
• Strong brands and long term member engagement
• Thoughtful deployment of capital to fund growth
• High quality financial results and exceptional free cash flow in 2012
• Further strengthening of the balance sheet
• Increased dividend
• Global management aligned to shareholder interests
INVESTMENT HIGHLIGHTS
6
TOTAL RETURN: LAST 3 YEARS
7
Source: Bloomberg
Last Three Years Ending March 31, 2013
-20%
-10%
0%
10%
20%
30%
40%
50%
60%
70%
Mar-10
Jun-10
Sep-10
Dec-10
Mar-11
Jun-11
Sep-11
Dec-11
Mar-12
Jun-12
Sep-12
Dec-12
Mar-13
Aimia: 60.9%
TSX: 15.3%
TSX Cons.
Disc.: 37.2%
1. Formal Part of the Meeting
2. Financial Highlights
3. Strategic Overview
4. Q&A
5. Closing Remarks
TODAY’S AGENDA
8
Forward-looking statements are included in the following presentations. These forward-looking statements are identified by the use of
terms and phrases such as “anticipate”, “believe”, “could”, “estimate”, “expect”, “intend”, “may”, “plan”, “predict”, “project”, “will”,
“would”, and similar terms and phrases, including references to assumptions. Such statements may involve but are not limited to
comments with respect to strategies, expectations, objectives, goals, aspirations, intentions, planned operations or future actions.
Forward-looking statements, by their nature, are based on assumptions and are subject to important risks and uncertainties. Any
forecasts, predictions or forward-looking statements cannot be relied upon due to, among other things, changing external events and
general uncertainties of the business and its corporate structure. Results indicated in forward-looking statements may differ materially
from actual results for a number of reasons, including without limitation, dependency on top Accumulation Partners and clients, conflicts
of interest, greater than expected redemptions for rewards, regulatory matters, retail market/economic conditions, industry competition,
Air Canada liquidity issues, Air Canada or travel industry disruptions, airline industry changes and increased airline costs, supply and
capacity costs, unfunded future redemption costs, failure to safeguard databases and consumer privacy, changes to coalition loyalty
programs, seasonal nature of the business, other factors and prior performance, foreign operations, legal proceedings, reliance on key
personnel, labour relations, pension liability, technological disruptions and inability to use third party software, failure to protect
intellectual property rights, interest rate and currency fluctuations, leverage and restrictive covenants in current and future indebtedness,
uncertainty of dividend payments, managing growth, credit ratings, as well as the other factors identified throughout this presentation and
throughout our public disclosure record on file with the Canadian securities regulatory authorities.
The forward-looking statements contained herein represent the expectations of Aimia Inc., as of May 14, 2013 and are subject to change.
However, Aimia disclaims any intention or obligation to update or revise any forward-looking statements whether as a result of new
information, future events or otherwise, except as required under applicable securities regulations.
FORWARD-LOOKING STATEMENTS
9
DAVID ADAMS
EVP AND CFO
+2.3%
GROSS
BILLINGS
STRONG FINANCIAL PERFORMANCE IN 2012
(1) In constant currency, excluding the impact of Qantas in-sourcing rewards fulfillment and EIM results of operations.
(2) Free Cash Flow before payment of preferred and common dividends.
(3) Calculated as: (Free Cash Flow before common and preferred dividends paid, less preferred dividends paid)/ weighted average common shares outstanding.
11
(1)
$402.6M
ADJUSTED
EBITDA
(2)
$299.5M
$1.67 PER SHARE
FREE
CASH FLOW
(2)
(3)
EVOLUTION OF AIMIA GROSS BILLINGS
Percentage from Loyalty Units
12
F2005 Consolidated
Gross Billings $755 million
100%
F2012 Consolidated
Gross Billings $2.243 billion
73%
48 | 25 | 27
Loyalty Units - Canada
Loyalty Units - EMEA
Proprietary and Other
Loyalty Units – Canada
FY 2012 AEBITDA GROWTH
13
(1) Adjusted EBITDA for the year ended December 31, 2011 included $23.3 million in restructuring and reorganization charges including $7.8 million in the Canada region, $3.4
million in the EMEA region, $11.8 million in the US&APAC region and $0.3 million in Corporate. Slightly offsetting this impact, EMEA included a $4.9 million favourable impact
related to the revision of an estimate associated with online store activities .
(2) Constant Currency excludes the translation effect of foreign operations on the consolidated results. For more information on Constant Currency, please refer to Aimia’s
February 27, 2013 earnings press release.
2011 Reported 2012 Reported
342.2(1)
402.6
342.2m
402.6m
($ millions)
Canada
+23.5(1)
+21.0(1)
EMEA
US&APAC
+19.0(1)
PLM
distribution
+15.7 -6.8
Share based
compensation
Corporate
costs
-12.0(1)
+17.7% growth; +17.9% in c.c.(2)
2011 Reported 2012 Reported
($ millions)
GENERATING STRONG FREE CASH FLOW (1)
14
F2010 F2011 F2012 F2013E
255-275
221.5
299.5
(2)
(3)
(1) Free Cash Flow before common and preferred dividends paid.
(2) As reported of $197.6 million excluding funding of the prepaid card liability of $23.9 million in the US business in the fourth quarter of 2011.
(3) As reported, includes $34 million of working capital benefit.
($ millions)
221.2
Q1 2013 Highlights
• Gross Billings of $561.1 million, up 4.6%
• Adjusted EBITDA $82.8 million
• Free Cash Flow before dividends paid
was $(9.5) million
2013 Guidance
• Gross Billings growth of between
3% and 5%
• Adjusted EBITDA of around $425 million
• Free Cash Flow before dividends paid of
between $255 and $275 million
Q1 2013 AND FULL YEAR GUIDANCE
15
(1) Please refer to the May 13, 2013 press release for a description of the assumptions made and the risks related to forecasts.
(1)
16
RETURNING CAPITAL TO OUR SHAREHOLDERS
$0.50
$0.60
$0.64 $0.64
2010 2011 2012 2013
2013: Third Consecutive Increase
in Annual Common Share Dividend
DEPLOYING
CAPITAL
TO FUND
GROWTH
RETURNING
CAPITAL
TO OUR
SHAREHOLDERS
VALUE
CREATION
2010 2011 2012 2013
$0.50
$0.60
$0.64 $0.68
RUPERT DUCHESNE
GROUP CHIEF EXECUTIVE
A RECOGNIZED LEADER IN LOYALTY
1
RESULTS
DELIVERED
OUR
INSIGHTS
YOUR
BUSINESS
UNMATCHED GLOBAL SCALE AND SCOPE
19
F2012
Consolidated
Gross Billings
$2.243 billion
100%
58 | 42
Canada
Rest of the World
Mexico
USA
Chile
UK
Italy
Qatar
India Hong Kong
Malaysia
Indonesia
Singapore
Australia
New Zealand
Bahrain
UAE
Japan
Brazil
Canada
Egypt
Oman
Jordan
Lebanon
China
100%
58 | 42
Switzerland
PRIORITIZING THE GROWTH OF AEROPLAN
20
AREOPLAN REMAINS A
SIGNIFICANT DRIVER OF
PROFITABILITY
“Every 21 Seconds” campaign
highlights member takeup of
benefits
DEPLOYING CAPITAL TO FUND GROWTH
21
Deploying Capital: 2012 Highlights
• Building businesses through transfer of expertise and deployment of
capital into travel-based coalition programs such as Mexico’s Club
Premier, with ownership stake increased to 49%
• Investing in data analytics through Cardlytics and our new joint venture
with Sainsbury’s, i2c
• Joint ventures and minority investments with local industry leaders:
China Rewards, Prismah in Brazil
• Expanding on our US presence and our business loyalty offering
through Excellence in Motivation (EIM)
DEPLOYING
CAPITAL
TO FUND
GROWTH
RETURNING
CAPITAL
TO OUR
SHAREHOLDERS
VALUE
CREATION
DRIVERS OF PROFITABILITY
22
COALITION
REDEMPTION
SPREAD
INVESTMENT
FLOAT
BREAKAGE
OPERATING
LEVERAGE
REDEMPTION
SPREAD
ECONOMIES
OF SCALE IN
PURCHASING
PROPRIETARYLOYALTY
ANALYTICS
CONNECTING THE DOTS OF BEHAVIOUR DATA
BEHAVIOUR
CENTRIC
DATABASE
Do collectors
DO what they
say they will?
CONSUMER OPINIONS
AND MOTIVATIONS
Targeted Sampling
Moment of Truth
Trigger Based Surveys
Longitudinal Studies
• At Aimia we believe that companies, their
employees and partners, can readily apply the
skills and creativity that drive commercial
success to help solve the complex problems we
all face as citizens of the world.
• Aimia has chosen two fundamental principles of
loyalty — trust and reciprocity — to guide our
Social Purpose
• Our Social Purpose aims to bring people
together, inspiring innovative ideas that create
economic, environmental and social value for
our stakeholders.
A SENSE OF SOCIAL PURPOSE
24
A STRONGER TEAM TO DELIVER
25
Q&A
THANK YOU

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Annual Meeting of Shareholders

  • 1.
  • 5. A MULTINATIONAL COMPANY INSPIRING LOYALTY THROUGH A FULL-SUITE GLOBAL OFFERING 5 LOYALTY ANALYTICS COALITION LOYALTY PROGRAMS PROPRIETARY LOYALTY SERVICES
  • 6. • Attractive business model • Strong brands and long term member engagement • Thoughtful deployment of capital to fund growth • High quality financial results and exceptional free cash flow in 2012 • Further strengthening of the balance sheet • Increased dividend • Global management aligned to shareholder interests INVESTMENT HIGHLIGHTS 6
  • 7. TOTAL RETURN: LAST 3 YEARS 7 Source: Bloomberg Last Three Years Ending March 31, 2013 -20% -10% 0% 10% 20% 30% 40% 50% 60% 70% Mar-10 Jun-10 Sep-10 Dec-10 Mar-11 Jun-11 Sep-11 Dec-11 Mar-12 Jun-12 Sep-12 Dec-12 Mar-13 Aimia: 60.9% TSX: 15.3% TSX Cons. Disc.: 37.2%
  • 8. 1. Formal Part of the Meeting 2. Financial Highlights 3. Strategic Overview 4. Q&A 5. Closing Remarks TODAY’S AGENDA 8
  • 9. Forward-looking statements are included in the following presentations. These forward-looking statements are identified by the use of terms and phrases such as “anticipate”, “believe”, “could”, “estimate”, “expect”, “intend”, “may”, “plan”, “predict”, “project”, “will”, “would”, and similar terms and phrases, including references to assumptions. Such statements may involve but are not limited to comments with respect to strategies, expectations, objectives, goals, aspirations, intentions, planned operations or future actions. Forward-looking statements, by their nature, are based on assumptions and are subject to important risks and uncertainties. Any forecasts, predictions or forward-looking statements cannot be relied upon due to, among other things, changing external events and general uncertainties of the business and its corporate structure. Results indicated in forward-looking statements may differ materially from actual results for a number of reasons, including without limitation, dependency on top Accumulation Partners and clients, conflicts of interest, greater than expected redemptions for rewards, regulatory matters, retail market/economic conditions, industry competition, Air Canada liquidity issues, Air Canada or travel industry disruptions, airline industry changes and increased airline costs, supply and capacity costs, unfunded future redemption costs, failure to safeguard databases and consumer privacy, changes to coalition loyalty programs, seasonal nature of the business, other factors and prior performance, foreign operations, legal proceedings, reliance on key personnel, labour relations, pension liability, technological disruptions and inability to use third party software, failure to protect intellectual property rights, interest rate and currency fluctuations, leverage and restrictive covenants in current and future indebtedness, uncertainty of dividend payments, managing growth, credit ratings, as well as the other factors identified throughout this presentation and throughout our public disclosure record on file with the Canadian securities regulatory authorities. The forward-looking statements contained herein represent the expectations of Aimia Inc., as of May 14, 2013 and are subject to change. However, Aimia disclaims any intention or obligation to update or revise any forward-looking statements whether as a result of new information, future events or otherwise, except as required under applicable securities regulations. FORWARD-LOOKING STATEMENTS 9
  • 11. +2.3% GROSS BILLINGS STRONG FINANCIAL PERFORMANCE IN 2012 (1) In constant currency, excluding the impact of Qantas in-sourcing rewards fulfillment and EIM results of operations. (2) Free Cash Flow before payment of preferred and common dividends. (3) Calculated as: (Free Cash Flow before common and preferred dividends paid, less preferred dividends paid)/ weighted average common shares outstanding. 11 (1) $402.6M ADJUSTED EBITDA (2) $299.5M $1.67 PER SHARE FREE CASH FLOW (2) (3)
  • 12. EVOLUTION OF AIMIA GROSS BILLINGS Percentage from Loyalty Units 12 F2005 Consolidated Gross Billings $755 million 100% F2012 Consolidated Gross Billings $2.243 billion 73% 48 | 25 | 27 Loyalty Units - Canada Loyalty Units - EMEA Proprietary and Other Loyalty Units – Canada
  • 13. FY 2012 AEBITDA GROWTH 13 (1) Adjusted EBITDA for the year ended December 31, 2011 included $23.3 million in restructuring and reorganization charges including $7.8 million in the Canada region, $3.4 million in the EMEA region, $11.8 million in the US&APAC region and $0.3 million in Corporate. Slightly offsetting this impact, EMEA included a $4.9 million favourable impact related to the revision of an estimate associated with online store activities . (2) Constant Currency excludes the translation effect of foreign operations on the consolidated results. For more information on Constant Currency, please refer to Aimia’s February 27, 2013 earnings press release. 2011 Reported 2012 Reported 342.2(1) 402.6 342.2m 402.6m ($ millions) Canada +23.5(1) +21.0(1) EMEA US&APAC +19.0(1) PLM distribution +15.7 -6.8 Share based compensation Corporate costs -12.0(1) +17.7% growth; +17.9% in c.c.(2) 2011 Reported 2012 Reported ($ millions)
  • 14. GENERATING STRONG FREE CASH FLOW (1) 14 F2010 F2011 F2012 F2013E 255-275 221.5 299.5 (2) (3) (1) Free Cash Flow before common and preferred dividends paid. (2) As reported of $197.6 million excluding funding of the prepaid card liability of $23.9 million in the US business in the fourth quarter of 2011. (3) As reported, includes $34 million of working capital benefit. ($ millions) 221.2
  • 15. Q1 2013 Highlights • Gross Billings of $561.1 million, up 4.6% • Adjusted EBITDA $82.8 million • Free Cash Flow before dividends paid was $(9.5) million 2013 Guidance • Gross Billings growth of between 3% and 5% • Adjusted EBITDA of around $425 million • Free Cash Flow before dividends paid of between $255 and $275 million Q1 2013 AND FULL YEAR GUIDANCE 15 (1) Please refer to the May 13, 2013 press release for a description of the assumptions made and the risks related to forecasts. (1)
  • 16. 16 RETURNING CAPITAL TO OUR SHAREHOLDERS $0.50 $0.60 $0.64 $0.64 2010 2011 2012 2013 2013: Third Consecutive Increase in Annual Common Share Dividend DEPLOYING CAPITAL TO FUND GROWTH RETURNING CAPITAL TO OUR SHAREHOLDERS VALUE CREATION 2010 2011 2012 2013 $0.50 $0.60 $0.64 $0.68
  • 18. A RECOGNIZED LEADER IN LOYALTY 1 RESULTS DELIVERED OUR INSIGHTS YOUR BUSINESS
  • 19. UNMATCHED GLOBAL SCALE AND SCOPE 19 F2012 Consolidated Gross Billings $2.243 billion 100% 58 | 42 Canada Rest of the World Mexico USA Chile UK Italy Qatar India Hong Kong Malaysia Indonesia Singapore Australia New Zealand Bahrain UAE Japan Brazil Canada Egypt Oman Jordan Lebanon China 100% 58 | 42 Switzerland
  • 20. PRIORITIZING THE GROWTH OF AEROPLAN 20 AREOPLAN REMAINS A SIGNIFICANT DRIVER OF PROFITABILITY “Every 21 Seconds” campaign highlights member takeup of benefits
  • 21. DEPLOYING CAPITAL TO FUND GROWTH 21 Deploying Capital: 2012 Highlights • Building businesses through transfer of expertise and deployment of capital into travel-based coalition programs such as Mexico’s Club Premier, with ownership stake increased to 49% • Investing in data analytics through Cardlytics and our new joint venture with Sainsbury’s, i2c • Joint ventures and minority investments with local industry leaders: China Rewards, Prismah in Brazil • Expanding on our US presence and our business loyalty offering through Excellence in Motivation (EIM) DEPLOYING CAPITAL TO FUND GROWTH RETURNING CAPITAL TO OUR SHAREHOLDERS VALUE CREATION
  • 23. CONNECTING THE DOTS OF BEHAVIOUR DATA BEHAVIOUR CENTRIC DATABASE Do collectors DO what they say they will? CONSUMER OPINIONS AND MOTIVATIONS Targeted Sampling Moment of Truth Trigger Based Surveys Longitudinal Studies
  • 24. • At Aimia we believe that companies, their employees and partners, can readily apply the skills and creativity that drive commercial success to help solve the complex problems we all face as citizens of the world. • Aimia has chosen two fundamental principles of loyalty — trust and reciprocity — to guide our Social Purpose • Our Social Purpose aims to bring people together, inspiring innovative ideas that create economic, environmental and social value for our stakeholders. A SENSE OF SOCIAL PURPOSE 24
  • 25. A STRONGER TEAM TO DELIVER 25
  • 26. Q&A