Team

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.