To be better invested with AA&A is to prosper responsibly
Since the creation of the firm, our clients have been able to rely on our expertise and achieve prosperity through the various phases of their lives.
Nearly 30 years of experience in the markets
Our approach and our team have proven themselves since the 90s
Annual return Canadian equity strategy since 1995
From July 1, 1995 to June 30, 2024. Annualized return of 11.8% vs. 8.3% for the S&P/TSX Index.
Annual return global equity strategy since 2009
From January 1, 2009 to June 30, 2024 (in CAD). Annualized return of 11.8% vs. 9.5% for the Global Value Index.
Up-market capture ratio by the Canadian equity strategy
From July 1, 1995 to June 30, 2024. Our Canadian equity strategy captured 108% of the S&P/TSX index upsides.
Down-market capture ratio by the Canadian equity strategy
From July 1, 1995 to June 30, 2024. Our Canadian equity strategy captured only 76% of the S&P/TSX market declines.
The ultimate measure is our client satisfaction rate
Your satisfaction is our priority. Many of our clients do not hesitate to associate their name with our firm. Would you be willing to do the same for your financial advisor?
Listen to what our clients have to say about us.
Guy Mongrain
Television Presenter - Client since 2007Marc et Marie-Frédérique Bédard
President and Director of Strategy and Commercial Operations of Lion Electric - Clients since 2003 and 2017Patrick Lalime
Montreal Canadiens game analyst for TVA Sports and former professional hockey player - Client since 2013Marie Amiot
President, CEO and co-founder of La Factry - Client since 1999Michelle Laferrière
President and founder of Instrumentarium - Client since 2002Pierre Bouchard
Five-time Stanley Cup winner - Client since 2005Robert Benoît
President, Girobe Inc. - Client since 2007To be better invested is to go beyond returns.
We don’t just grow your financial assets, we do it responsibly, with heart and dedication.
Client satisfaction
Quality of communications
Thanks to AA&A’s clear, easy-to-understand communications, I’m able to keep track of my investments without being a financial expert.
Security of capital
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.
Peace of mind
It’s all about trust. While AA&A takes care of our portfolios, we take care of our business.