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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

Debunking Dave Ramsey's 8% Retirement Rule

Ramsey’s suggestion flies in the face of common retirement spending rules. 

Tax-Efficient Investing Strategies

A big part of smart investing involves minimizing taxes on your returns.

How to Build Wealth: Human vs. Financial Capital

Find out how wealth allocation (and calculations) change over a lifetime. 

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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

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