Since 1995, our portfolios have outperformed benchmarks over full market cycles while better preserving your capital during market downturns, contributing to sustainable wealth growth.
By thoroughly understanding your financial situation, projects and aspirations, we are able to come up with an investment strategy tailored to you.
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.
Drawing on our years of experience, reinforced through our numerous diplomas and professional designations, our team offers you a complete range of financial expertise.
This proximity, combined with the stability, experience and expertise of our managers, provides you with constant support throughout your investor life cycle.
Always and only in your best interest, without any external pressure, we carry out our own rigorous evaluation of investment opportunities.
Your assets will be held in custody with a major Canadian bank.
The stocks we invest in on your behalf are those of quality companies, which helps to preserve capital when markets decline.
You will easily understand what we do for you and always know where you stand financially.
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.
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.
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).
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.
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.