Since 1995, we have managed your wealth as if it were our own. We apply the same approach, the same discipline, and pursue a single objective: growing your wealth sustainably, without taking unnecessary risks.
What $100,000 invested in our Canadian Equity Strategy in 1995 is worth today.
From July 1, 1995 to June 30, 2026. Annualized return of 12.6% for the Canadian Equity Strategy, outperforming the S&P/TSX Index by 3.1%.
From January 1, 2009 to June 30, 2026 (in CAD). Annualized return of 12.5% for the Global Equity Strategy, outperforming the Global Value Index by 1.9%.
Client satisfaction as measured in our most recent survey.
Our strong long-term performance track record
An experienced, highly qualified, and remarkably stable team
Direct access to portfolio managers, with no intermediaries
A local firm serving local investors for over 30 years
As an independent firm, we always act in your best interest, without compromise
Clear, straightforward communication that helps you understand exactly what's happening with your portfolios
It all starts with you: your financial situation, your plans, and your aspirations. This is what allows us to develop an investment strategy tailored to your unique needs.
Our approach is built on three inseparable pillars: performance, prudence, and sustainability.
We invest in high-quality companies that are profitable and financially sound, while ensuring we pay a fair price. This disciplined approach has enabled our portfolios to outperform their benchmark indices over full market cycles for more than 30 years. Better capital preservation during market downturns supports the sustainable growth of your wealth over the long term.
For added security, your assets are held by a major Canadian financial institution acting as an independent custodian. Our portfolio managers are directly accessible and are there to help you stay the course when markets become volatile.
To connect with one of our experts: Call us at 514-385-9001 or email us at info@allard-allard.ca
Receive a complimentary, no-obligation assessment of your current services.
.png)
Our publications reflect the same philosophy we apply to your portfolio: discipline, simplicity, and a long-term perspective.
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.
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.
My success in business depends on my ability to surround myself with the right people. AA&A is a valued partner.
It’s all about trust. While AA&A takes care of our portfolios, we take care of our business.
To be creative is to be able to see the paths that others don’t, and in this sense, AA&A passes with 100%.
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.
