Midyear market commentary - Third Quarter 2022
November 11th, 2022

Midyear market commentary - Second Quarter 2022
July 29th, 2022

Difficult start to the year on the markets - First Quarter 2022
May 18th, 2022

Market Review - Fourth Quarter 2021
February 19th, 2022

Canadian equity strategies

As of December 31 2022

Global equity strategies

As of December 31 2022


All employees and officers of Allard, Allard and Associates (AA & A) hold a copy of the Internal Control Register ("ICR"). The latter must be read and signed by all, on an annual basis, by way of acceptance of the standards described therein.

The Internal Control Register documents, among other things, the rules of conduct of the company, its representatives and clerical staff, including the supervision of personal transactions and the policy on conflicts of interest.

AA & A is committed to adhering to the CFA Institute Code of Ethics and Professional Conduct, as well as their professional code of conduct for portfolio managers. The firm also undertakes to follow the code of professional ethics dictated by the AMF, specifically the standards of conduct of professionals in the securities markets.

An audit (internal or external) covering the review of our policies and procedures contained in the “ICR” must be conducted every two years.