your
partner
in clarity
This is Claret’s first-ever virtual summit event just for clients and stakeholders. Get a chance to hear our views and outlook for 2021.
Philosophy
At Claret Asset Management, we believe that every investment portfolio should respond to the unique needs of the investor it was created to serve.
Throughout the years, we have developed an expertise in managing investment portfolios specifically designed for high net worth clients. Our philosophy is to maximize long term, after tax returns, given our clients’ constraints, while ensuring each of our clients’ peace of mind in the short term.
Research
The research effort at Claret is in-house, independent and divided into two complimentary fields of expertise: fundamental analysis and quantitative analysis.
Mandates
All our accounts are discretionarily managed. Depending on the client’s risk profile and investment objectives, we establish a specific mandate for every account: income, balanced or growth.
How to get a handle on the TRUE cost of investing.
If you pay into your employer’s pension plan or have access to a stock purchase program, you probably use dollar-cost averaging or a periodic investment strategy without even realizing it.
“Free-trading” online brokerages like Wealthsimple and Robinhood aren’t as “free” as they claim to be, and in fact, earn money from your investments in several different ways.
Join our mailing list for insights on Canadian value investing.
2000 McGill College Avenue
Suite 1150
Montreal QC H3A 3N4
Canada
Main Line: 514.842.6110
Toll Free: 888.842.6110
Fax: 514.842.6123
200 King Street West
Suite 1320
Toronto ON M5H 3T4
Canada
Main Line: 647.699.0700
Toll Free: 888.842.6110
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