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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.


The research effort at Claret is in-house, independent and divided into two complimentary fields of expertise: fundamental analysis and quantitative analysis.


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.

most recent videos

Common Investing Myths Debunked:

Don’t let emotions get in the way of a long-term investing strategy. 

Timing the Market vs. Market Timing

Portfolio manager Chris Kovalchuk at Claret Asset Management explains why time in the market – NOT timing – is what matters.

How Can You Protect Your Investments From Inflation?

Investing in stocks can help preserve and grow your long-term wealth.

most recent articles

The Next Big Thing…

It looks like this wall of worry is a lot taller than thought. After climbing it in 2023 (up 23.8%), the S&P 500 continued its

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900 de Maisonneuve O., 
Suite 1900
Montreal QC H3A 0A8

Main Line: 514.842.6110
Toll Free: 888.842.6110
Fax:  514.842.6123

200 King Street West
Suite 1320
Toronto ON M5H 3T4

Main Line: 647.699.0700
Toll Free: 888.842.6110

Your wealth matters.

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We're Moving!

Our new address is located in the Maison Manuvie building:

900 de Maisonneuve W., Suite 1900

Montreal, Quebec,

H3A 0A8