What Generation IACP does

Generation IACP Inc. is a privately held Toronto-based investment management firm, founded circa 2005 (with firmographic data listing 1998), that provides discretionary portfolio management and capital markets services to two distinct client groups. Its Investment Advisory division serves high net worth individuals and institutional clients through a suite of internally developed strategy models, including the Global All Cap Model, Global Insight Model, Quantitative Strategies, Income Model, and Investment Grade Income Model, all built on a value-investing discipline that emphasizes buying high-quality undervalued securities while hedging against market declines.

The firm's investment process is supported by five proprietary analytical tools developed and refined over 20+ years: TRAC™ for entry/exit optimization, TECT™ (Economic Composite) for monitoring global business cycles with a claimed track record of forewarning U.S. recessions without false signals, TRIM™ (Relative Indicator of Momentum) for modeling bull-to-bear transitions, TRACTM for measuring index price-to-book ceilings and floors, and TVM™ (Valuation Model) for systematic discounted-cash-flow fair-market-value estimates. Generation IACP is regulated by CIRO, is a member of CIPF, and uses Fidelity Clearing Canada ULC as carrying broker/custodian with TSX Trust Company as trustee for registered plans.

The Capital Partners division delivers Issuer Trading Services (market making) at C$8,500 per month to TSX-V listed companies to enhance liquidity and monitor trading patterns, and provides a full range of financing and advisory (investment banking) services to corporate clients. Revenue is generated from three streams: investment advisory fees on a recurring basis tied to AUM, monthly market making subscriptions from issuer clients, and project-based investment banking fees. The firm distributes services through direct advisor relationships and institutional networks, supported primarily by thought-leadership content marketing via quarterly newsletters and its website Insights section, with no disclosed paid advertising or social media acquisition channels. The management team is founder/family-led by CEO Randall Abramson, CFA, with a small group of credentialed portfolio managers, research, compliance, and finance professionals.

Name

Generation IACP

Legal name

Generation IACP Inc.

Website

https://generationiacp.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

Generation IACP is a Toronto-based private investment management firm offering discretionary managed accounts to high net worth and institutional clients and market making plus investment banking services to TSX-V listed issuers, supported by five proprietary quantitative analytical tools.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Securities and Commodity Exchanges (523210)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)

Keywords

• Investment advisory services
• Portfolio management
• Capital markets services
• Market making services
• Value investing strategies

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Others

Revenue model

1. Investment Advisory Fees: Discretionary managed account fees charged to high net worth individuals and institutional clients for investment management services. Services include portfolio management, security selection, and allocation across various investment strategies.
2. Issuer Trading Services / Market Making: Market making services provided to TSX-V listed companies at C$8,500 per month. Services include enhancing liquidity and monitoring trading patterns for issuer securities.
3. Investment Banking / Capital Partners: Financing and advisory services provided to corporate clients through the Capital Partners division. Includes full range of financing and advisory services for issuers.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Generation IACP provides discretionary managed investment accounts for high net worth individuals and institutional clients across multiple strategy models (Global All Cap, Global Insight, Quantitative, Income, Investment Grade Income). Through its Capital Partners division, the firm offers issuer trading services (market making) and full financing/advisory services to TSX-V listed companies. The firm applies value investing principles supported by proprietary quantitative analytical tools developed over 20 years.

Product overview

Generation IACP is an investment management firm offering two distinct service areas: Investment Advisory and Capital Partners. Investment Advisory provides discretionary managed accounts for high net worth individuals and institutions through several investment strategy models including the Global All Cap Model, Global Insight Model, Quantitative Strategies, Income Model, and Investment Grade Income Model. Capital Partners delivers Issuer Trading Services and full financing/advisory services to corporate clients. The firm operates as a unified platform rather than a modular product architecture, with investment strategies developed internally and managed by a team of Portfolio Managers.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory

Quantifiable outcome

• TECTM has historically alerted to U.S. recessions an average of 10 months prior to cycle peaks with no false signals
• +1 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Four partnerships are on record, tiered core.

• CIPF (Canadian Investor Protection Fund)coreOthersMember of CIPF, the Canadian Investor Protection Fund which provides investor protection and ensures securities firms meet their financial obligations to clients.
• CIRO (Canadian Investment Regulatory Organization)coreOthersRegulated by CIRO, the Canadian Investment Regulatory Organization, which oversees investment dealers and trading activity in Canadian capital markets.
• Fidelity Clearing Canada ULCcoreOthersFidelity Clearing Canada ULC serves as the carrying broker and custodian for client accounts. Effective December 2020, TSX Trust Company became the trustee and issuer of registered plans (RRSP, RESP, RRIF, TFSA).
• TSX Trust CompanycoreOthersTSX Trust Company became the trustee of all registered accounts (RRSP, RESP, RRIF, TFSA) effective December 2020, replacing Computershare Trust Company of Canada.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• Mawer Investment Management: Calgary-based independent Canadian investment manager applying disciplined, multi-decade investment processes across global equities, fixed income, and balanced mandates. Directly comparable to Generation IACP as a Canadian independent value/disciplined equity boutique serving institutional and HNW clients.
• Beutel, Goodman & Company: Toronto-based Canadian value equity manager with a long-tenured, employee-owned structure managing institutional and private client portfolios. Directly comparable as a Canadian boutique value manager with similar longevity and institutional client focus.
• Letko Brosseau Asset Management: Montreal-based independent Canadian investment manager employing a value-oriented, multi-cap strategy across global equities and fixed income for institutional and private clients. Directly comparable as a Canadian independent value boutique with similar AUM range and institutional clientele.
• Burgundy Asset Management: Toronto-based Canadian boutique investment manager offering fundamental equity and fixed income strategies to institutional and private clients with an employee-owned structure. Directly comparable as a Toronto-based Canadian boutique investment advisor serving similar client segments.
• Canso Investment Counsel: Richmond Hill, Ontario-based independent Canadian investment manager focused on value-oriented fixed income, credit, and equity strategies. Directly comparable as a Canadian independent boutique with a value investment philosophy and institutional/private client focus.
• Picton Mahoney Asset Management: Toronto-based Canadian investment manager offering long/short equity and alternative strategies to institutional and retail clients. Comparable as a Toronto-based boutique manager with proprietary research-driven processes and multiple strategy offerings.
• Connor, Clark & Lunn Financial Group: Vancouver-based Canadian private investment management firm operating multiple boutique managers across equities, fixed income, and alternatives. Comparable as a Canadian multi-boutique platform serving institutional and HNW clients with value and disciplined equity offerings.

Broad incumbents

• Fiera Capital: Montreal-based Canadian asset manager offering institutional and private wealth investment solutions across equities, fixed income, and alternatives. Comparable as a larger Canadian incumbent offering overlapping value and diversified equity strategies to similar institutional and HNW client segments.
• AGF Management Limited: Toronto-based Canadian asset manager with diversified institutional and retail investment solutions across equity, fixed income, and alternative strategies. Comparable as a larger Canadian incumbent competing for similar institutional and HNW mandates with overlapping equity offerings.

Regional players

• Echelon Wealth Partners: Toronto-based Canadian independent investment dealer providing capital markets services including market making, investment banking, and institutional equity research. Comparable to Generation IACP's Capital Partners division for market making services to TSX-V issuers, though focused on the broker-dealer side.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Generation IACP