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.