Join our mailing list for insights on Canadian value investing.
Philosophy
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.
Research
The research effort at Claret is in-house, independent and divided into two complimentary fields of expertise: fundamental analysis and quantitative analysis.
Mandates
All our accounts are discretionarily managed. Depending on the client’s risk profile and investment objectives, we establish a specific mandate for every account: income, balanced or growth.
most recent videos
How to manage risk in your early retirement years — especially when markets are down
From bartering cows to buying with Bitcoin — how did money evolve?
Investors love the comfort of the S&P 500, but it wise to rely on it so heavily?
most recent articles
If 2024 was the year of the breakout, 2025 was the year the stock market climbed a historic “wall of worry.” As the year began,
Looking back at 2025, the topics you were most interested in shared a common thread: a desire to understand better long-term outcomes in a market
Today’s investors have access to more products than ever. Among the most common are Mutual Funds, Exchange-Traded Funds (ETFs), and stocks. Each option can help
900 de Maisonneuve O.,
Suite 1900
Montreal QC H3A 0A8
Canada
Main Line: 514.842.6110
Toll Free: 888.842.6110
Fax: 514.842.6123
200 King Street West
Suite 1320
Toronto ON M5H 3T4
Canada
Main Line: 647.699.0700
Toll Free: 888.842.6110