9AT: GENERATION PMCA CORP.

GENERATION PMCA CORP.

GENERATION PMCA CORP.

TRAPEZE ASSET MANAGEMENT INC.

STRATEGIC ADVISORS CORP.

GENERATION PORTFOLIO MANAGEMENT CORP.

Adviser Profile

As of Date	02/24/2026
Registration	SEC, Approved, 02/08/2002
ADV Location	TORONTO, ONTARIO, Canada
Contact Info	416 xxxxxxx
Websites

AUM^*	42,634,136 -14%
of that, discretionary	42,573,351 -14%
Number of Employees	20
of those in investment advisory functions	9
Private Fund GAV^*	0
Avg Account Size	149,593 13%
% High Net Worth	14.73% -17%
SMA’s	Yes
Private Funds	0

Adviser Type

- Mid-sized advisory firm
- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

77M 66M 55M 44M 33M 22M 11M

2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Generation PMCA Corp. (“GPMCA”) is an independently owned SEC-registered investment adviser with our head office located in Toronto, Canada. The firm was founded in 1999 and is 100% owned by 1346049 Ontario Limited, a company controlled by Randall Abramson, GPMCA’s President and Chief Executive Officer. GPMCA provides discretionary portfolio management for institutions and high net worth individuals, primarily through separately managed accounts. We are value investors seeking long-term capital growth by investing in securities with potential for above-average appreciation, while striving to mitigate drawdowns by utilizing our proprietary risk management systems. We generally manage each client account based on corresponding model portfolios, which are notional allocations of securities. GPMCA manages growth (focused on equities), income and balanced accounts. We tailor our advisory services to the individual needs of clients, as follows. Through discussions with a client, GPMCA collects the client’s personal circumstances, financial circumstances, investment needs and objectives, investment knowledge, risk profile, and investment time horizon, and establishes whether the client is an insider of a reporting

issuer or any other issuer whose securities are publicly traded. The client’s investment mandate will determine the particular model or models selected to guide investment of the client’s portfolio. Each client’s investment mandate is determined in consultation with the client, in order to select a suitable type of account for the client’s specific objectives and circumstances. We then construct a portfolio of securities based on the applicable model(s). Generally, client portfolios will effectively correspond to the holdings of the applicable model but may account for client-specific factors such as income requirements, tax- related considerations and investment requests or restrictions specified by the client. A particular client account’s holdings and weightings may also deviate from the model as a result of the composition of the client account and cash available to purchase new positions and/or market forces which impact whether specific securities will be purchased, sold, or held for a client account from time to time. As of December 31, 2022, GPMCA had $48.9 million of discretionary client assets under management, and $0.05 million of non-discretionary client assets under management.

GENERATION PMCA CORP.

GENERATION PMCA CORP.

TRAPEZE ASSET MANAGEMENT INC.

STRATEGIC ADVISORS CORP.

GENERATION PORTFOLIO MANAGEMENT CORP.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

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GENERATION PMCA CORP. GENERATION PMCA CORP. TRAPEZE ASSET MANAGEMENT INC. STRATEGIC ADVISORS CORP. GENERATION PORTFOLIO MANAGEMENT CORP.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

GENERATION PMCA CORP.

GENERATION PMCA CORP.

TRAPEZE ASSET MANAGEMENT INC.

STRATEGIC ADVISORS CORP.

GENERATION PORTFOLIO MANAGEMENT CORP.