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The firm

Allard & Associés, serving investors since 1995

We have been providing portfolio management for domestic investors since 1995. Our diverse clientele includes high net-worth individuals and families, foundations and pension plans.

What sets us apart

A LONG AND SUCCESSFUL TRACK RECORD

Allard, Allard & Associés was founded in 1995. Our value-style approach and our rigorous, disciplined and rational process has allowed us to deliver consistent, superior returns to the benchmark (Canadian equity strategy) over more than 20 years. Thanks to this track record and our focus on our clients’ interests in pursuing our objectives, we have managed to accumulate more than $650 million in assets under management (growth of nearly 70% over the last four years). We were selected as a Canadian equity manager in the Quebec Emerging Manager Program (QEMP), a grouping of several Quebec institutional investors, marking our entry into institutional investment management in 2016.

STABILITY OF THE MANAGEMENT TEAM AND ALIGNMENT OF THEIR INTERESTS WITH YOURS

Most of our management team is united by the family bonds of its members and the fact that they are shareholders in the company. This guarantees clients an unparalleled consistency in their relationships with our managers and in the execution of their investment strategies.

INTEGRITY AND ETHICS

The integrity of our services is rooted in the complete independence with which we select securities. We are not involved with any brokerage firms or financial institutions. Consequently, we are free to choose investments based on our own analysis. The primary goal of every transaction is to objectively maximize value for our client. Our team of professionals adheres to the CFA Institute’s code of ethics, a commitment to act with integrity and protect the confidentiality of our business relations.

In addition, every year, all employees must read and sign the Internal Control Register which contains details on the monitoring of personal transactions and policies regarding conflicts of interest.

DEPTH OF OUR TEAM

Our managers are backed by an experienced team of financial and information technology analysts and specialists, many of whom have postgraduate degrees and considerable experience in their respective fields.