The start of a great rotation
May 4th, 2021

The year of COVID-19
February 9th, 2021

Summary of the 2020 third quarter
November 15th, 2020

2020 : The stock market in context
August 25th, 2020

Canadian equity strategies

As of June 30 2019

Global equity strategies

As of June 30 2019


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.