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.
Latest News
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.
Financial Checklist for New Parents in Canada
A new baby changes everything, including your money. Between sleepless nights and tiny socks, a few financial steps can help protect your growing family. Here is a simple checklist of what to set up, update, and start when a baby joins your home.
How to Catch Up on Your RRSP Contributions
Unused RRSP contribution room does not disappear, it carries forward every year. If you have fallen behind on contributions, you may have more room than you realize. Here is how RRSP catch-up contributions work and how to use them to reduce your tax bill




