Ombudsman for Banking Services and Investments - OBSI

Claret is a member of the OBSI - Ombudsman for Banking Services and Investments - as required by Nation Instrument 31-103 for provincial regulators across Canada, except for Quebec.

OBSI is an independent dispute –resolution service that investigates unresolved disputes at no charge to the client. They can be reached at 1-888-451-4519 or at

A similar service is available to clients in the province of Quebec through the AMF – Autorité des marchés financiers.

Claret reaches $1 billion under management

Claret reaches $1 billion in assets under management.

Claret is growing!

In order to accommodate the needs of our growing clientele and our expanding team, we have moved to a larger office.

Conventionally conservative

Here is an interesting excerpt taken from a Warren Buffett Partnership Letter written in 1964:

Made in the USA

In Economics as in apparel, most fashions come and go. But like the navy blazer or the little black dress, bewailing the decline of American manufacturing never seems to go out of style.