Claret Asset Management

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. Our offices are located in the heart of downtown Montreal with 40 employees, including 7 portfolio managers. In 2018, we opened an office in Toronto, Ontario. Claret manages $2 billion in assets and we are privileged to work with more than 1,000 clients (households). At Claret Asset Management, we believe that every investment portfolio should respond to the unique needs of the investor it was created to serve. Throughout the years, we have developed an expertise in managing investment portfolios specifically designed for high net worth clients. Our philosophy is to maximize long term, after tax returns, given our clients constraints, while ensuring each of our clients peace of mind in the short term. We have one in...