Paul Allard, CFA

Founding Partner

Paul brings over 18 years investment management experience to the KAI Asset Management team. Having worked as portfolio manager both here and internationally he has developed an extensive skill set and global perspective.

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 in the 4 years that he served at that company. Paul brings over 18 years investment management experience to the KAI Asset Management 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.

Robert MacKay, CFA

Founding Partner

Robert brings over 10 years industry experience in corporate finance and investments to KAI Asset Management. His hands on experience in financial analysis and execution of private equity transactions is invaluable to the investment team.

When Robert entered the financial services industry he quickly found his niche working with business owners. Specifically, Robert developed expertise in the areas of investments, insurance, and financial analysis. He also developed a reputation as a skilled liaison that could bridge the communication gap between his clients and their professional advisors. During his tenure providing financial advisory services he was increasingly sought out by Private Clients to provide corporate finance consultation. These roles included asset valuations, joint venture structuring, and private capital raises. Robert eventually joined a Portfolio Management firm where his skills and experience were instrumental in creating new investment product and marketing initiatives which aided the continued growth of assets under management for the company. Robert brings over 10 years industry experience in corporate finance and investments to KAI Asset Management. His hands on experience in financial analysis and execution of private equity transactions is invaluable to the investment team.

Robert completed his Bachelor of Commerce (Finance), Honours with Distinction from the I.H. Asper School of Business in 2008 and received the Chartered Financial Analyst designation in 2013.