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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
For many people, the uncertainty is less about markets and more about how (and when) a comfortable retirement can begin.
Reviewing your income, taxes, and retirement savings, and feeling blindsided by what shows up on your tax slips?
Choosing which one makes sense for you depends on your capital, timeline and how involved you want to be.
most recent articles
Navigating War My oh my! How quickly the narrative can shift. Since the beginning of 2026, the U.S. stock market has navigated a complex tug-of-war
When we think about retirement (QPP vs OAS) one of the first questions that often comes to mind is: “What will my sources of income
Every spring, millions of Canadians sift through their T4 or RL-1 slips and then pause at a line that often raises eyebrows: Pension Adjustment (Box
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