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
Tax Lines to Look Out For on Your 2025 Canadian Tax Return
The 2025 tax year brings a lower federal tax rate, higher contribution limits, and several eliminated credits. From the new Canada Disability Benefit to changes in CPP2 and capital gains rules, here are the key lines to watch when filing your 2025 Canadian tax return.
Ontario Budget 2026
The 2026 Ontario Budget brings major changes for small business owners, home buyers, and investors. From a cut to the small business tax rate to an enhanced HST rebate on new homes, here is what you need to know and how it could affect your finances.
Manitoba Budget 2026
Manitoba’s 2026 budget proposes removing the provincial sales tax on additional food and beverages at grocery stores, increasing tax credits for renters and homeowners, and investing billions in healthcare and infrastructure. Here is what the changes mean for your household and your business — and when they take effect.




