Since 1995, our portfolios have outperformed benchmarks over full market cycles while better preserving your capital during market downturns, contributing to sustainable wealth growth.
Individual
Investors
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By thoroughly understanding your financial situation, projects and aspirations, we are able to come up with an investment strategy tailored to you.
One approach, one style, one team.
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.
Performance, prudence and sustainability
Expertise for your benefit
Drawing on our years of experience, reinforced through our numerous diplomas and professional designations, our team offers you a complete range of financial expertise.
Direct access to portfolio managers
This proximity, combined with the stability, experience and expertise of our managers, provides you with constant support throughout your investor life cycle.
Independent long-term vision
Always and only in your best interest, without any external pressure, we carry out our own rigorous evaluation of investment opportunities.
Your money is safe
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.
Guy Mongrain, Television presenter
Customer since 2007
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.
Patrick Lalime, Montreal Canadiens game analyst for TVA Sports and former professional hockey player
Customer since 2013
My success in business depends on my ability to surround myself with the right people. AA&A is a valued partner.
Michelle Laferrière, President and founder of Instrumentarium
Customer since 2002
It’s all about trust. While AA&A takes care of our portfolios, we take care of our business.
Marc Bédard, President and founder of Lion Electric
Customer since 2003
To be creative is to be able to see the paths that others don’t, and in this sense, AA&A passes with 100%.
Marie Amiot, President, CEO and co-founder of La Factry (School of the Creative Sciences)
Customer since 1999
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.
Érik Péladeau, President, Le Groupe Lelys
Customer since 1995
Contact us
How do you see your investment horizon? Make an appointment with one of our experts for a free consultation.
