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Welcome to our Overview of Markets and Trends for 2021, Claret’s first-ever virtual summit event just for clients and stakeholders. Our senior partners and junior associates will be sharing their insights and learnings from 2020, and answering your most commonly-asked questions – plus, you’ll get a chance to hear our views and outlook for 2021.

Below, you’ll find the summit videos embedded for you to watch at your convenience. We’d love your input on the videos, so please fill out the feedback questionnaire at the bottom of this page when you’re done. This will ensure that our future content meets your needs.

Would you prefer watching the entire series in one sitting? Watch it as a playlist here (link will take you to YouTube).

Introduction to the series with Monique Gravel

2:19

In this introductory video, Monique Gravel, CEO of Claret Asset Management, welcomes you to our overview of the markets in 2020 and 2021. Monique explains how over the next few videos, you’ll hear first-hand from our partners and portfolio managers about how we manage your assets in the new paradigm of personal communication. We hope you enjoy it, and we welcome any questions you may have or suggestions you may wish to make to help us improve our communications going forward.

Claret Partner Panel Discussion: Overview of Markets and Trends for 2021

30:03

In this video, Monique Gravel, CEO of Claret Asset Management, will be moderating a panel discussion with Claret’s senior partners: Alain Chung, Claret’s Chairman and Chief Investment Officer; William K. Kovalchuk, Claret President and Portfolio Manager;  and Jean-Paul Giacometti, Portfolio Manager. 

In this panel, they’ll be sharing their insights and learnings from 2020 and answering your most commonly-asked questions. Plus, you’ll get a sneak peek into our plans, predictions and recommendations for 2021.

Fixed Income and Retirement with Claret Portfolio Manager Vincent Fournier

7:46

In this video, Monique Gravel, CEO of Claret Asset Management, will be chatting with Claret’s Portfolio Manager of 18 years, Vincent Fournier. In this Q&A, Vincent answers several questions about our fixed income portfolio and retirement, including transitioning from an RRSP to a RRIF and how the pandemic has affected fixed income securities.

Claret's Next-Generation Panel Discussion: Financial Trends for 2021

20:08

In this video, senior Portfolio manager Vincent Fournier moderates a panel discussion with Claret’s up-and-coming generation of portfolio managers: Maxime Dubé, Christopher Kovalchuk, and Relationship Manager, Alexandre Langevin. From investing in tech stocks to Bitcoin, to how the pandemic will influence the NASDAQ in 2021, our panel will show you how you can succeed in your investment goals with both a volatile and a conservative portfolio.

Thank you for watching!

And thank you for all of the questions you may have submitted. We hope that we answered everything. If we missed any questions or you have any follow-ups, please fill out the survey below.

This virtual event is only a start! We welcome your feedback and want to ensure that our future content meets your needs.

Speaking of future content, to follow along with future content updates:

  • subscribe to our newsletter (opt-in or click the link in the footer below);
    and/or
  • follow us on LinkedIn.

We look forward to hearing from you.

And thank you for all of the questions you may have submitted. We hope that we answered everything. If we missed any questions or you have any follow-ups, please fill out the survey to the right.

This virtual event is only a start! We welcome your feedback and want to ensure that our future content meets your needs.

Speaking of future content, to follow along with future content updates:

  • subscribe to our newsletter (opt-in to the right or click the link in the footer below);
    and/or
  • follow us on LinkedIn.

 

We look forward to hearing from you.

Your wealth matters.

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