Tax-Efficient Investing Strategies
Most people think investing is all about choosing the right stocks or bonds. In reality, a big part of investing wisely also has to do
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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
Don’t let emotions get in the way of a long-term investing strategy.
Portfolio manager Chris Kovalchuk at Claret Asset Management explains why time in the market – NOT timing – is what matters.
Investing in stocks can help preserve and grow your long-term wealth.
most recent articles
Most people think investing is all about choosing the right stocks or bonds. In reality, a big part of investing wisely also has to do
Traditional assessments of wealth tend to measure a person’s financial capital, by tallying up assets like property, investments, and savings. However, these assessments often overlook
The allure of active trading – often glamorized through stories of substantial short-term wins – hides a less-frequently-told tale of increased risk and diminished returns.
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Canada
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Canada
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