Be better invested with
the right team

Allard, Allard & Associés’ clients can rely on a team of experts in portfolio management, securities analysis, compliance, governance, accounting and technology.

Our DNA

AA&A is a team of financial experts dedicated to creating wealth for its clients.

With care and passion, we invest for the long term to obtain the best possible returns without taking unnecessary risks.

Our focus is to achieve your goals and ensure your peace of mind, through both strong markets and adversity.

As entrepreneurs, we are committed to promoting a profitable finance industry in Quebec. That’s why we actively contribute to the development of local financial talent. 

Creating wealth and providing quality jobs are the two aspects that give meaning to the decisions we make every day. 

Be better invested

Be better invested, our commitment.

Making the best decisions for our clients every day so that they can achieve their goals and be better invested in what is important to them.

Investing in our clients, connecting with them in a rewarding professional relationship in order to make their lives easier and give them peace of mind.

Be better invested by ensuring superior, long-term sustainable returns for our clients for the benefit of future generations by applying ESG (Environmental, Social, Governance) factors in our selection process. 

It is also a way to get involved in our community by supporting causes that are important to us.

Be better invested today, for tomorrow

Caroline is vice-president and portfolio manager. She advises clients and participates in growing our client base. She oversees the team of analysts and ensures the smooth functioning of the investment committee.

“Believe you can and you’re halfway there.”

- Theodore Roosevelt

Caroline Allard, CFA

Vice President and Portfolio Manager

Co-founder, Louis manages the firm. He sits on the investment committee, participates in stock selection and client meetings, and ensures the company’s sustainability.

“Leading a human-sized organization where our clients prosper and our experts thrive is a great privilege.”

- Louis Allard

Louis Allard, MBA

President and Portfolio Manager

With the firm since 2020, Guillaume is an analyst in the research process and contributes to the generation of investment ideas. Passionate about the financial markets, he also sits on the investment committee.

“All intelligent investing is value-based investing – acquiring more than you are paying for. You must value the business in order to value the stock.”

- Charlie Munger

Guillaume Beaubien Carli, CFA

Investment Analyst

Member of the team since 2010, Sylvie contributes to accounting tasks and various continuous improvement and organizational development initiatives.

“Being willing makes you able”

- Rhonda Britten

Sylvie Bessette

Administrative Assistant

With the firm since 2019, François is an analyst in the research process and helps generate investment ideas. He is also involved in the management of the fixed income fund and sits on the investment committee.

“Teamwork divides the task and multiplies the success.”

- Unknown author

François Denault, CFA, CIPM

Investment Analyst

With the firm since 2019, Andrew serves as a portfolio manager, sits on the investment committee and advises clients. He ensures that strategies are properly deployed in portfolios and creates content for our communications.

Treat others as you would wish to be treated yourself.

- Unknown author

Andrew Kost, CFA

Portfolio Manager

Since 2005, Alexandre has been responsible for the smooth operation of our IT network, our integrated portfolio management system and the operations team. He is also the Chief Compliance Officer, ensuring compliance within the organization with all applicable regulatory requirements.

“Learning is experience. Everything else is just information.”

– Albert Einstein

Alexandre Lagacé, MSc, CIM

Vice President of Operations and Chief Compliance Officer

Diane has been part of the team since 2021. She assists the portfolio managers with clients and is responsible for office space management, as well as contributing to the writing process of our communications. She also participates in various continuous improvement and organizational development initiatives.

“If a man does not keep pace with his companions, perhaps it is because he hears a different drummer.”

– Henry David Thoreau

Diane Lapointe

Administrative Coordinator

A portfolio manager with us since 2012, Alexandre sits on the investment committee, advises clients and writes content for our communications.

“Simplicity is the ultimate sophistication.”

– Leonardo da Vinci

Alexandre Legault, MBA, CFA

Vice President and Portfolio Manager

Felix joined the team as a portfolio administrator in 2020. He is responsible for operations and client service. With a calm and reassuring nature, Felix is always available to assist our clients.

“He who tries nothing is only wrong once.”

- Lao Tzu

Félix McDougall

Portfolio Administrator

CFO with us since 2019, Stephanie contributes to the achievement of the organization’s strategic objectives through the rigourous application of sound governance and appropriate risk management.

“I never lose. I either win or learn.”

- Nelson Mandela

Stéphanie Robichaud, ASC, CFA, CPA

Chief Financial Officer

Ratko initially joined the firm in 2010. He is a senior analyst on the research team. He assists with investment idea generation and stock analysis. He sits on the investment committee.

If everyone is moving forward together, then success takes care of itself.

- Henry Ford

Ratko Velin, MBA, CFA

Senior Investment Analyst and Assistant Portfolio Manager

At the firm since 2016, Erik is head of the research team. He assists with investment idea generation and stock analysis. He sits on the investment committee.

“Individual commitment to a group effort – that is what makes a team work, a company work, a society work, a civilization work.”

- Vince Lombardi

Érik Weldon, MBA, CFA

Research Team Leader

Do you want to be better invested with us?  

Visit our career page or send us your resume with a cover letter by e-mail to:

cvweb@allard-allard.ca

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