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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

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One of the best investments you can make is in a child’s future. 

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As the day winds down on March 31, 2022, we find ourselves living in interesting times. Government spending and budget deficits, fuelled by historically low

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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

Your wealth matters.

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