Claret reaches $1 billion under management

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

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Author

  • Claret

    Claret Asset Management specializes in offering portfolio management services to high net worth clients. We are completely independent and free of conflicts of interest. Claret was founded in 1996 with the objective of answering the growing needs of private investors.

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