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.

Andrew is a CFA charterholder since 1994. He began his career with the Canadian banks working as a credit officer. He then moved over to asset management, first as a research analyst and then portfolio manager, and has managed portfolio for both private client and institutional accounts here in Canada as well as spending over a decade overseas. He has also held a number of senior management roles, overseeing asset allocation and investment teams. Andrew has served on the boards of CFA Montréal and CFA Suisse. He also participated in the Kenneth Woods Portfolio Management Program at Concordia University as a mentor to finance students.

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.

Prior to joining Allard, Allard & Associés, François worked as a portfolio performance analyst where he was responsible for the calculation, evaluation and publication of the returns generated by the various investment strategies at Desjardins Global Asset Management. He is a CFA charterholder and a CIPM certificate holder. Since joining the team, François acts as a support to the senior analysts during the research and idea generation process. With his academic background and past experience at a multi-asset portfolio management firm, François brings a different and complimentary perspective to the research team.

Passionate about fundamental and financial analysis, Sami’s career in the financial services industry spans more than 30 years.  A graduate of Concordia University in Finance, he started his career at HSBC Bank.  After obtaining his CFA charter, he held several financial analyst and portfolio manager roles at Caisse de Depot et Placement du Quebec as well as at Jarislowsky Fraser and Investors Group.  Sami joined the Allard, Allard & Associés team in September 2020 as a senior analyst, and in this role he contributes to the judicious investment decision-making process by sharing his opinions and observations. A devoted father and husband, he volunteers of his free time to the On Rock organization which seeks to improve the lives of the less fortunate in Montreal’s West Island.

Guillaume joined the research team in 2020 as a research analyst. Passionate about financial markets, he assists the team at all levels of the research process. Prior to joining the firm, Guillaume worked as a business valuation consultant at Investissement Québec where he was responsible for the due diligence, comparable analysis as well as cash flow modeling of investment opportunities. Previously, he worked as fund analyst for National Bank, ensuring the daily accuracy of quotes and the validation of various market events. Since his arrival with the firm, he has been assisting our senior equity analysts in monitoring portfolio companies and identifying new investment ideas.

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.

Addicted to numbers, certainly, passionate about people, just as much if not more! A graduate of HEC Montreal in accounting and finance, Stephanie has more than 15 years of experience primarily in the field of information technology and consulting. Chief Financial Officer at Createch from 2011 to 2019, she was responsible for managing all activities supporting the business operations (Finance, HR, Marketing, IT and Legal) along with Strategic planning. Since January 2019, she has joined the team of Allard, Allard & Associés as Chief Financial Officer. Known for her leadership and dynamism, she is a strong believer in organizational development and continuous improvement initiatives. Action-oriented, she aims to support the organization in achieving its strategic objectives through the rigorous application of good governance and appropriate risk management. With the development of her community at heart, Stephanie volunteers on two boards of directors, namely CPE Mont-Royal, as president, and Villa-Maria College, as director.

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.

Freshly graduated from the University of Quebec in Montreal with a bachelor's degree in finance, Félix joined the team as a Portfolio Administrator in mid-2020. Even if he is on his first experience in the world of back office and finance, his previous work experiences taught him the concepts of rigor, organization and priority management. Félix is ​​responsible for operations and customer support. He is there for you.