Caroline began her professional career in 2018, working as an analyst in the wealth management industry. She holds a Bachelor of Commerce in finance from Concordia University and is a CFA charterholder since 2023. Caroline joined the Claret team at the end of 2022 as an Associate Portfolio Manager and has since moved into the role of Portfolio Manager.
Alain began his professional career in 1983 and is a CFA charterholder. He holds a bachelor’s degree in Business Administration from HEC Montreal, for which he obtained an award of excellence in finance. Alain co-founded Claret Asset Management and is the Chairman and Chief Investment Officer. Before joining Claret, Alain worked for 16 years as an investment advisor and as a Vice-President at CIBC Wood Gundy. Alain speaks English, French, Cantonese, Mandarin and Vietnamese.
Alexandre graduated from HEC Montréal and began his professional career in 2017 at CIBC Wood Gundy, one of Canada’s largest wealth management firms. He also served on a local board of directors for Desjardins, the largest financial cooperative in Quebec. Alex joined the Claret team in 2018, first as a trader and analyst, and has since been promoted to the role of Portfolio Manager in 2024. On a personal note, during his studies, Alexandre earned the Governor General of Canada’s Academic Bronze Medal.
