Paul Allard, CFA

Paul started in the investment management industry in the late 1990s working for one of Canada’s largest financial services firms. He focused his career on learning, and implementing the knowledge required to operate an asset management firm. In 2005 Paul developed international experience in Sydney Australia in a number of portfolio management roles which eventually culminated to his position as lead portfolio manager of Sandon Capital. Paul returned to Canada in 2010 with a young family and an opportunity to join a Canadian based Portfolio Management firm as Senior Vice President and Portfolio Manager. He joined the firm at a time where it required substantial expertise in building up the investment services and operations capability. Paul’s involvement as an executive of the firm was instrumental in enabling scalability and rapid growth. Paul brings over 25 years investment management experience to the 3PG team. Having worked as portfolio manager both here and internationally he has developed an extensive skill set and global perspective.

Paul completed his Bachelor of Arts (History) at the University of Manitoba in 1999 and received the Chartered Financial Analyst designation in 2005.

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You Just Inherited Money: What to Do First

You Just Inherited Money: What to Do First

Coming into an inheritance can feel like a gift and a weight at the same time. Before you make any big moves, take a breath. Here is a calm, step-by-step look at what to do first with money you inherit in Canada, from taxes to smart next steps.