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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