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2024-04-10 — Insights Looking abroad for better returns?
In this article from the Les Affaires newspaper, Alexandre Legault discusses the importance of diversifying one's portfolio by targeting international markets.
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2023-12-22 — Insights FHSA demystified
The First Home Savings Account (FHSA) was first introduced in the 2022 federal budget. Since then, investment firms have adjusted to be able to offer this new investment account to their clients. Below we summarize the main points of this new savings vehicle.
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2023-05-18 — Insights Do I (will I) have enough savings to retire?
Defined benefit pension plans, under which employers commit to pay a pension to their retired employees for the remainder of their lives, are becoming much less common. As a result, a growing proportion of the population must finance its own retirement.
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2018-05-14 — Insights When Inflation Wakes Up
In the following article, Louis Allard, portfolio manager and president at our firm, shares his main concerns about the economy and the financial markets. Read the article (In French only)
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2016-11-03 — Insights Regulatory Changes Set to Improve Financial Industry Reporting and Disclosures
Canadian Securities regulators have introduced new regulatory requirements to enhance the client-investment counselor relationship. The latest industry-wide regulatory update is known as “Client Relationship Model 2” (CRM2), and applies to all investment dealers and investment counselors in Canada. CRM2 will take full effect on January 1st 2017 ...
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2016-08-29 — Insights Stocks for Retirees
In this article, four portfolio managers, including Alexandre Legault from Allard, Allard & Associes, recommend investments that would work well for retired investors.
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