Claret reaches $1 billion under management

This milestone brings our firm amongst the largest private investment advisors servicing individuals in Quebec.

Claret reaches $1 billion in assets under management.

This milestone brings our firm amongst the largest private investment advisors servicing individuals in Quebec.

Our firm now has 23 employees, including 6 portfolio managers.

From $86M at the end of 1999, to $344M in 2005 and $611M in 2010, we reached our first billion in 2013.

Our clientele is mostly made up of individuals and foundations.

Post Author

Your wealth matters.

Sign up to our Newsletter for updates on when we publish new insights.