# Allard, Allard & Associates

Allard, Allard & Associates is a Bank / Wealth / Trust based in Montreal, Canada.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Montreal, Canada
- **Region:** North America
- **Address:** Montreal, Canada
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** allard-allard.ca
- **LinkedIn:** https://www.linkedin.com/company/allard-allard-et-associ-s

## Regulatory record

- **Reports private funds:** No

## About

Founded in 1995, Allard, Allard & Associates was established in Montreal, Quebec, as a private wealth management practice. The firm provides discretionary portfolio management, investment advisory services, and comprehensive wealth planning for individual and institutional investors, operating within Canada's bilingual and regulated financial services landscape. The firm's investment strategy centers on designing bespoke portfolios for its private clients. Its discretionary management implies a mandate spanning public equities, fixed income, and pooled fund structures, adapted to client-specific risk profiles and tax situations. The firm operates from a single location in Montreal and maintains a deliberately low public profile, consistent with many Canadian independent wealth managers that rely on professional referrals rather than broad marketing. No team size, AUM, or named client base is publicly disclosed. The absence of a LinkedIn presence and thin web footprint further confirms a word-of-mouth, fiduciary-first operating philosophy. Allard, Allard & Associates holds a structural distinction common among long-tenured Quebec financial practices: it operates under the province's distinct civil code and regulatory environment, overseen by the Autorité des marchés financiers. This creates a specialized service niche — serving intergenerational Francophone and Anglophone families who require bilingual, jurisdictionally precise wealth counsel that national bank-owned dealers rarely replicate with the same continuity.

## Sectors

- ESG

## Questions

### Who runs investment decisions at Allard, Allard & Associates?

No named principals or investment committee members are disclosed in public sources.

### Does Allard, Allard & Associates participate in fund commitments or only direct deals?

Public information does not specify allocation between fund commitments and direct investments.

### What investment stages does Allard, Allard & Associates typically target?

The firm focuses on discretionary portfolio management without disclosed stage preferences.

### How is Allard, Allard & Associates related to any parent or affiliated vehicle?

No parent company, foundation, or affiliated investment vehicle is disclosed.

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Last updated: 2026-08-11T02:43:31.692Z

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