Join our mailing list for insights on Canadian value investing.


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

Are Fractional Shares Worth It?

There are costs associated with fractional shares that you should know about.

What Are Stock Splits? What They Mean for Investors

What does a stock split really mean for investors? How do they affect your portfolio?

Stock Market Volatility: Risk or Opportunity?

Market swings can be troubling, but they’re also an opportunity for savvy investors.

most recent articles

2000 McGill College Avenue
Suite 1150
Montreal QC H3A 3N4

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.

Sign up to our Newsletter for updates on when we publish new insights.