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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
Is it better to reduce your debt faster, or to invest? We did the math.
Stock buybacks have been booming since the 1980s. But how exactly do they work? Who do stock buybacks benefit?
For balancing risk and reward in your portfolio, diversification is crucial.
most recent articles
Debt isn’t always a bad thing. After all, most homeowners borrow money in the form of a mortgage. Generally speaking, we want to be debt-free
Inflation is back – no doubt about that. Consumer prices in Canada rose at their fastest rate in 18 years in September, as the country
There is one concept of risk that we would like to address: the concept of volatility as a risk.
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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