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.
The first quarter of 2021 ended with equity markets posting another positive return of around 5%.
It’s time to clear the air around your investments.
Paying taxes is no fun. But if this was an especially lucrative year for your investments, you may owe even more taxes than usual.
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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