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Performance
Canadian equity strategies
As of March 31 2018
Global equity strategies
As of March 31 2018
Team
Portfolio
Managers
Managers
Investment
Analysts
Analysts
Operations
and administation
and administation
Experienced and passionate professionals
Portfolio Managers

JEAN-PIERRE ALLARD (since 1995)
Founder and President of the board
Portfolio Manager

Jean-Pierre worked as a tax accountant in accounting firms for a number of years. In addition to his experience in tax matters, his expertise in financial statement analysis has contributed to the success of the firm over the years. Since the arrival of Louis Allard in 1997, Jean-Pierre works part-time. He plays a mentoring role, including with the president, with regards to the company's business strategy.
Professional experience (51 years)
- Allard, Allard & Associés, President of the Board, portfolio manager (since 2008)
- Allard, Allard & Associés, Founding President, portfolio manager (1995-2008)
- KPMG (ex-Thorne Riddell), Tax Partner (1972-1993)
- Peat Marwick, Tax Accountant (1972)
- La Presse, Assistant to the Vice-President Financial Controls (1970-1972)
- Peat Marwick, Auditor (1965-1970)
Education
- CA Exam (1967)
- Bachelor of Commerce, HEC Montréal (1965)
Having been trained as an industrial engineer, Louis's analytical mind, understanding of business models, as well as his rigorous approach have allowed him to be a major contributor the firms success. As president, he provides guidance on the firm's organizational structure and strategic vision. As a portfolio manager, he oversees the analysis of companies in the investment universe. Since his arrival in 1997, he has served as a portfolio manager, meets with current and prospective clients and is the chief compliance officer
Professional experience (22 years)
- Allard, Allard & Associés, President and portfolio manager (since 2008)
- Allard, Allard & Associés, Vice-President and portfolio manager (1997-2008)
- Groupe Créatech, Director of Reengineering consulting (1994-1997)
Education
- MBA in finance, HEC Montréal (1994)
- Bachelor’s degree in Industrial Engineering, École Polytechnique de Montréal (1991)
Caroline's experience in SAP implementation allowed her to gain an insider's view into corporate accounting and strategic procurement. Since her arrival with the firm in 2002, Caroline oversees the marketing plan and human resource management. She manages portfolios, meets clients and prospects. She oversees the security analyst department and ensures the smooth functioning of the investment committees.
Professional experience (19 years)
- Allard, Allard & Associés, Vice-president, portfolio manager (since 2002)
- MindAvenue, Director, Client service (2001-2002)
- Accenture, Consultant in SAP finance and accounting module implementation (1997-2001)
Education
- CFA charterholder (since 2008)
- Bachelor of Commerce in marketing and entrepreneurial management, University of Ottawa (1996)
Alexandre began his career with a professional hockey players’ agency, where he worked to optimize the taxation, savings and portfolio management of athletes. He then managed concentrated global equity portfolios for private and institutional clients. Since his arrival in 2012, Alexandre focuses on increasing our visibility across asset allocators. He manages portfolios, meets clients and prospects. He also handles external communications.
Professional experience (20 years)
- Allard, Allard & Associés, Vice-president, portfolio manager (since 2012)
- McLean Budden, Vice-president, portfolio manager (2006-2012)
- National Bank Financial, Senior Product Analyst (2004-2006)
- Sport Prospects Inc., Director of Finance (1996-2004)
Education
- CFA charterholder (since 2003)
- MBA in operational research, Laval University (1999)
- Bachelor of Business Administration, Laval University (1995)
- Mathematics, Boston University (1989-1991)
INVESTMENT ANALYSTS
Maxime worked at KPMG in the private business valuation department. He has refined his approach, which he has successfully transposed to the analysis of public companies. As his many professional titles attest, he is passionate about investing, always seeking to deepen his knowledge. Since his arrival with the firm in 2009, Maxime contributes to research and idea generation.
Professional experience (10 years)
- Allard, Allard & Associés, Investment analyst (since 2009)
- KPMG, Senior Advisor, Business valuation (2007-2009)
- Finlogik, Business analyst (2006-2007)
Education
- Chartered Business Valuator Designation CBV (since 2011)
- CFA charterholder (since 2010)
- CPA/CGA designation (2009)
- M.Sc. in Finance, Sherbrooke University (2007)
- Bachelor of Business Administration in finance, Sherbrooke University (2005)
Prior to joining the team, Erik worked as an investment banker in the mid-market, with a specific focus on private company valuations (including mergers and acquisitions mandates). Previously, he was an analyst and assistant portfolio manager in an international equity team. Since joining the firm in 2016, Erik contributes to research and idea generation.
Professional experience (8 years)
- Allard, Allard & Associés, Investment analyst (since 2016)
- CIBC, Investment banking associate (2011-2015)
- Jarislowky Fraser Ltd., Assistant portfolio manager and investment analyst (2008-2011)
Education
- CFA charterholder (since 2011)
- MBA in portfolio management, John Molson School of Concordia University (2010)
- Bachelor’s degree in History and Political Science, Concordia University (2007)
François worked as an investment analyst on concentrated US equity portfolios before joining us. A Chartered Business Valuator (CBV), his models focus on business’s sustainable cash flow generation and on risk assessment. Since joining the firm in 2016, François contributes to research and idea generation.
Professional experience (8 years)
- Allard, Allard & Associés, Investment analyst (since 2016)
- Duncan Ross Associates, Investment analyst (2012-2016)
- National Bank Financial, Fixed Income analyst (2008-2012)
Education
- Chartered Business Valuator Designation CBV (since 2016)
- CFA charterholder (since 2012)
- Bachelor of Commerce in finance, John Molson School of Concordia University (2008)
OPERATIONS AND ADMINISTRATION
Alexandre began his career at AA & A in 1998 with a mandate to set up a customized computer system. Once the system was operational, he continued his career with Wyeth for seven years. Since his return at our firm in 2005, Alexandre has obtained the Chartered Investment Manager (CIM®) designation and has followed numerous training in compliance. He is responsible for the smooth functioning of our networks, of our integrated portfolio management system and of the administration and operations team.
Professional experience (18 years)
- Allard, Allard & Associés, Director, Operations and Systems (since 2005)
- Wyeth Pharmaceuticals, Head, Business Process Management (2004-2005)
- Wyeth Pharmaceuticals, Lead Project Manager, Information Systems (2000-2004)
- Wyeth Pharmaceuticals, Programming analyst, Information Systems (1999-2000)
- Wyeth Pharmaceuticals, Consultant, implementation team of J.D. Edwards (1998-1999)
- Allard, Allard & Associés, Programming analyst (1998)
Education
- Chartered Investment Manager CIM® (2012)
- Canadian Securities Course (2005)
- M.Sc. Information Systems, HEC Montreal (1998)
- Bachelor of Business Administration in Information Systems, HEC Montreal (1995)

FRANÇOIS ALLARD, CPA, CGA (since 2005)
Vice-President Finance

Trained as an accountant, the eldest of Jean-Pierre Allard worked as a financial analyst for more than 15 years before joining the family firm as Vice President Finance. François is the firm controller and fixed income analyst.
Professional experience (26 years)
- Allard, Allard & Associés, Vice-President Finance (since 2005)
- Casino de Montréal, Financial analyst (1999-2005)
- Caisse de Dépôt et Placement du Québec, Financial analyst (1990-1999)
Education
- CGA/CPA designation (1991)
- Accounting degree, HEC Montreal (1986)
- Bachelor of Business administration in finance, HEC Montréal (1985)
Morgan worked for several years at the second largest financial institution in France. He developed an expertise in the back office world while he was in charge of institutional accounts, treasury operations and customer support. He then became a team supervisor. When he arrived in Quebec in 2014, Morgan joined us as Portfolio Administrator. After a short period working for a large bank, he is back with the team since the end of 2017. Morgan holds the position of Director, Operations and Client Support. He is here to help you.
Professional experience (8 years)
- Allard, Allard & Associés, Director, Operations & Client Support (since 2017)
- Société Générale Capital Canada, Securities Settlement Analyst (2017)
- Allard, Allard & Associés inc., Portfolio Administrator (2014 – 2017)
- Société Générale, Back Office International Supervisor (2012 – 2014)
- Société Générale, Back Office International Agent (2010 – 2012)
- Société Générale CIB, Back Office Agent Securities Operations (2010)
Education
- Portfolio Management Techniques Course CSI (2017)
- Investment Management Techniques Course CSI (2017)
- Canadian Securities Course CSI (2015)
- Professional License Insurance, Bank, Finance, specialty valuation of financial assets : backoffice (= Bachelor Banking Operations & Finance) (2009)

SYLVIE BESSETTE (since 2010)
Executive assistant

Sylvie has worked as an administrative assistant in the financial field since the 1980s. She is experienced, kind to clients and colleagues and has a great attention to detail. In addition to her duties as administrative assistant, Sylvie welcomes clients, monitors transactions during withdrawals, oversees account openings and communicates with clients in an administrative context.
Professional experience (32 years)
- Allard, Allard & Associés, Executive assistant (since 2010)
- Jacob, Assistant to the Vice-President of Finance (2004-2010)
- National Bank Financial, Administrative assistant (1997-2004)
- Les Coopérants, Assistant to the Vice-President Fixed Income and Money Market (1989-1993)
- Trust Général, Administrative technician (1984-1989)
Education