To be better invested with AA&A is to prosper responsibly

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Since the creation of the firm, our clients have been able to rely on our expertise and achieve prosperity through the various phases of their lives.

Nearly 30 years of experience in the markets

Our approach and our team have proven themselves since the 90s

11.9%

Annual return Canadian equity strategy since 1995

From July 1, 1995 to December 31, 2023. Annualized return of 11.9% vs. 8.2% for the S&P/TSX Index.

11.5%

Annual return global equity strategy since 2009

From January 1, 2009 to December 31, 2023 (in CAD). Annualized return of 11.5% vs. 9.1% for the Global Value Index.

109%

Up-market capture ratio by the Canadian equity strategy

From July 1, 1995 to December 31, 2023. Our Canadian equity strategy captured 109% of the S&P/TSX index upsides.

76%

Down-market capture ratio by the Canadian equity strategy

From July 1, 1995 to December 31, 2023. Our Canadian equity strategy captured only 76% of the S&P/TSX market declines.

The ultimate measure is our client satisfaction rate

Your satisfaction is our priority. Many of our clients do not hesitate to associate their name with our firm. Would you be willing to do the same for your financial advisor?

Listen to what our clients have to say about us.

96%

client satisfaction rate

Individual Investors

3.7%

value added annually for the Canadian equity strategy since 1995

Institutional Investors

To be better invested is to go beyond returns.

We don’t just grow your financial assets, we do it responsibly, with heart and dedication.

Client satisfaction

We asked our clients to describe our firm in one word. The results speak volumes, the respective size of the words being driven by their recurrence.

Quality of communications

We make sure you understand the key elements of managing your wealth.

Thanks to AA&A’s clear, easy-to-understand communications, I’m able to keep track of my investments without being a financial expert.

Patrick Lalime, Montreal Canadiens game analyst for TVA Sports and former professional hockey player Client since 2013

Security of capital

Your wealth is precious. That’s why we manage it as if it were our own. AA&A entrusts your assets to subsidiaries of reputable banks. We do not have direct access to your assets.

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 Client since 2007

Peace of mind

Understanding your investments and the risks associated with them is also about being better invested. You’ll gain a sense of control and the peace of mind that comes with it. We offer a turnkey service, allowing you to focus on what matters most to you.

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 Clients since 2003