9AT: TRIASIMA PORTFOLIO MANAGEMENT INC.

TRIASIMA PORTFOLIO MANAGEMENT INC.

other names

TRIASIMA PORTFOLIO MANAGEMENT INC.

Revenue	{{ Info.Revenue \| formatUSD }}
Headquarters	{{ Info.Headquarters }}

Adviser Profile

As of Date	03/24/2025
Adviser Type - Large advisory firm - Outside the United States
Number of Employees	25 -7.41%
of those in investment advisory functions	10 11.11%
Registration	SEC, Approved, 09/23/2020

AUM^*	1,032,804,274 -58.96%
of that, discretionary	1,032,804,274 -58.96%
Private Fund GAV^*	0
Avg Account Size	2,984,983 -57.42%
% High Net Worth	28.26% 31.88%
SMA’s	Yes
Private Funds	0
Contact Info	514 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above
- Other

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

4B 3B 3B 2B 2B 1B 533M

2020 2021 2022 2023

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker780087102	Stock NameROYAL BK CDA	$ Position$28,483,579	% Position5.00%	$ Change-7.00%	# Change-21.00%
Stck Ticker11271J107	Stock NameBROOKFIELD CORP	$ Position$16,364,526	% Position3.00%	$ Change-16.00%	# Change-29.00%
Stck Ticker82509L107	Stock NameSHOPIFY INC	$ Position$15,452,655	% Position3.00%	$ Change4.00%	# Change-14.00%
Stck Ticker15101Q207	Stock NameCELESTICA INC	$ Position$14,465,964	% Position3.00%	$ Change72.00%	# Change-13.00%
Stck Ticker11135F101	Stock NameBROADCOM INC	$ Position$9,405,729	% Position2.00%	$ Change81.00%	# Change10.00%
Stck Ticker594918104	Stock NameMICROSOFT CORP	$ Position$9,239,390	% Position2.00%	$ Change47.00%	# Change11.00%
Stck Ticker349553107	Stock NameFORTIS INC	$ Position$9,994,591	% Position2.00%	$ Change94.00%	# Change86.00%
Stck Ticker02079K305	Stock NameALPHABET INC	$ Position$8,562,663	% Position2.00%	$ Change-2.00%	# Change-14.00%
Stck Ticker67066G104	Stock NameNVIDIA CORPORATION	$ Position$10,206,154	% Position2.00%	$ Change73.00%	# Change19.00%
Stck Ticker063671101	Stock NameBANK MONTREAL QUE	$ Position$11,454,229	% Position2.00%	$ Change-16.00%	# Change-28.00%

Brochure Summary

Overview

Triasima Portfolio Management Inc. is a corporation incorporated under The Canada Business Corporations Act since August 23, 2000, having its registered office and principal place of business at 900 de Maisonneuve Boulevard West, Suite 2520, Montréal, Quebec, H3A 0A8. Triasima Portfolio Management Inc. is wholly owned by 3801373 Canada Inc., a corporation also under The Canada Business Corporations Act. André R. Chabot, the founder of Triasima, is the principal owner of the firm through his ownership of corporation Alegab Holdings inc. which is the major shareholder of 3801373 Canada Inc. Triasima Portfolio Management Inc. is registered with the Securities and Exchange Commission (U.S.) as investment adviser since September 2020. In Canada, Triasima is registered as investment fund manager with the securities authorities of Alberta, British Columbia, Nova Scotia, New Brunswick, Ontario, Quebec (its principal jurisdiction), Saskatchewan, and Newfoundland & Labrador, and as portfolio manager and exempt market dealer in each of these jurisdictions, as well as in Manitoba, Prince Edward Island, Nunavut, and the Northwest Territories. Registration does not imply a certain level of skill or training. Furthermore, Triasima’s activities with respect to non-U.S. clients may differ from those described generally herein and Triasima may provide additional or different services to non-U.S. clients. André R. Chabot,

CEO and CIO of Triasima, holds a degree in Engineering and is also a Master of Business Administration. He received the Chartered Financial Analyst® (CFA®) designation in 1990. Triasima builds custom portfolios on a discretionary management basis to address the clients’ specific needs and investment objectives and help them achieve their financial goals. Clients may also impose restrictions on investing in certain securities or types of securities. We assess the suitability of the investment choices in connection with their specific situation. These services are offered as part of our standard services. Our investment advisory services are not limited to proprietary products and our investment advice is limited to equities and fixed income securities. We do not provide legal, accounting, or fiscal advice relating to our services. Triasima always seeks to ensure the quality of transactions effected on behalf of its clients, including seeking to obtain best execution and minimizing transaction costs. As of the date of this brochure, Triasima does not participate in any wrap fee program. At the date of this brochure, Triasima has approximately $2.0 billion (USD) in discretionary assets under management and none in non-discretionary assets. 83% 12% 4% Investment strategies (AUM) Canadian equities American & international equities Other Data as at January 31, 2024