Join our mailing list for insights on Canadian value investing.
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.
most recent videos
Here are the 3 main ways investors receive returns.
Do you feel like everything is a rip-off lately? It’s not all in your head.
Prices of goods and services are soaring. Here’s what you need to know.
most recent articles
Debt doesn’t have to be a big scary word – if you’re using it to build wealth and invest in your future. But how do
Are you a Canadian looking to buy your first home? The Tax-Free First Home Savings Account (FHSA) is a fantastic opportunity for first-time home buyers
Judging by what we read in the newspapers lately, we would think the stock market is struggling with high inflation and a banking crisis around
900 de Maisonneuve O.,
Suite 1900
Montreal QC H3A 0A8
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