Our Clients

High net worth private clients seeking discretionary and confidential portfolio management services.

Our clients are wealthy individuals, professionals and business owners who either do not have the interest, the knowledge or the time to manage their investment portfolio.

At Claret, we specialize in handling the needs of individual investors. Our services extend to many types of investment accounts: personal investment account, corporate account, trust account, foundations, registered accounts (RRSP, TFSA, RESP, LIRA, IPP, RRIF, LIF, etc.) and more.