By thoroughly understanding your financial situation, projects and aspirations, we are able to come up with an investment strategy tailored to you.

One approach, one style, one team.

Enjoy life while we increase your wealth.

At Allard, Allard & Associés, we know each of our clients personally. We care about their future and their financial health. We offer a tailored approach to advise you in the management of your wealth.

Clear communications

You will easily understand what we do for you and always know where you stand financially.

Our interests are aligned

We work hard to ensure that your portfolios perform well. Our employees’ personal savings are invested just like yours, and the long-term growth of our firm is ultimately dependent on our performance and your satisfaction. 

We help you stay on track

In the heat of the moment, it can be tempting to let emotions get in the way and change strategies at the wrong time. Our experienced portfolio managers will guide you to avoid costly behavioural mistakes.

ESG is also to be better invested

We integrate environmental, social, and governance (ESG) factors into our investment decisions and are a signatory to the United Nations Principles for Responsible Investment (PRI).

A Value-based style: A bird in the hand is worth two in the bush

We invest in profitable quality companies with strong balance sheets, while ensuring that we pay a fair price. Companies with a proven business model that will last. This approach yields better long-term results than trying to find ground-breaking companies.

I was a victim of fraud in the past and found a sense of security with the AA&A team. They restored my investment confidence.

Guy Mongrain, Television presenter Customer since 2007

My talent was on the ice, not as a portfolio manager. The attractive historical returns, as well as the quality and stability of the staff at AA&A, make me a very satisfied client.

Patrick Lalime, Montreal Canadiens game analyst for TVA Sports and former professional hockey player Customer since 2013

My success in business depends on my ability to surround myself with the right people. AA&A is a valued partner.

Michelle Laferrière, President and founder of Instrumentarium Customer since 2002

It’s all about trust. While AA&A takes care of our portfolios, we take care of our business.

Marc Bédard, President and founder of Lion Electric Customer since 2003

To be creative is to be able to see the paths that others don’t, and in this sense, AA&A passes with 100%.

Marie Amiot, President, CEO and co-founder of La Factry (School of the Creative Sciences) Customer since 1999

As an entrepreneur, I am often faced with risk/reward decisions. I have always admired the way Allard, Allard & Associés masters this equation, obtaining extremely rewarding results while minimizing risk.

Érik Péladeau, President, Le Groupe Lelys Customer since 1995

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