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.

Registered Disability Savings Plan (RDSP) https://youtu.be/8oYgDyVDv_Y Did you know... ...that roughly 80 percent of parents who are entitled to a Disability Tax Credit do not apply for a Registered Disability Savings Plan (RDSP) and the free money that accompanies this program? This amounts to over 169,000 Canadian children, ages 0 to 18, that do not

Bear Market? Recession? Maybe. What to Do With Your Portfolio https://www.youtube.com/watch?v=JI1k97-49FwIn this two-part webinar, Édouard Giacometti shares historical statistics on market corrections and bear markets, while Maxime Dubé discusses how to build a portfolio aligned with each individual's goals. The session concludes with a Q&A moderated by Jean-Paul Giacometti.

Estate planning in Canada can be daunting, but if you do it effectively, you can leave your loved ones with peace of mind. Read our step-by-step guide.

Planning for retirement is a crucial aspect of financial management, especially for business owners and professionals. In Canada, Registered Retirement Savings Plans (RRSPs) are popular vehicles for retirement savings, but if you’re a business owner, an Individual Pension Plan (IPPs) might be a better option. While both have advantages and disadvantages, IPPs offer unique benefits

Your partner in clarity

This milestone brings our firm amongst the largest private investment advisors servicing individuals in Quebec.

During the 2018 Canadian Hedge Fund Awards. the Claret Global Multi-Asset Fund was awarded 2nd place for its 5-Year performance to June 30th, 2018. The 2018 CHFA winners can be found here.

At Claret, our employees provide our clients with the confidence that their wealth is on the best path, supported by a vision that is not clouded by fads, trends or buzz. We offer rational risk management, unbiased market analysis and unwavering advice. Our employees have a vast breadth and depth of expertise and educational backgrounds

Our annual management fees vary between .50% and 1.25%. Our management fees are charged quarterly based on the portfolio valuation at the end of the previous quarter. The fees are charged directly in each client’s investment account. Management fees for non-registered accounts are tax deductible. The minimum investment at Claret is $500,000 per household.

Phone: 514-840-6026Antoine began his professional career in 2016 in Equity Research at Natixis Investment Banking in Paris, and later, as a research analyst at an investment firm in Montreal. In 2020, he joined Claret as a Senior Equity Research Analyst. He holds a Bachelor’s degree in Business and Administration and a Master degree in Science

Notre équipe Leadership skip render: ucaddon_team_member_box_overlay skip render: ucaddon_team_member_box_overlay skip render: ucaddon_team_member_box_overlay skip render: ucaddon_team_member_box_overlay skip render: ucaddon_team_member_box_overlay skip render: ucaddon_team_member_box_overlay skip render: ucaddon_team_member_box_overlay skip render: ucaddon_team_member_box_overlay skip render: ucaddon_team_member_box_overlay Gestionnaires de portefeuille skip render: ucaddon_team_member_box_over

Our Team Leadership skip render: ucaddon_team_member_box_overlay skip render: ucaddon_team_member_box_overlay skip render: ucaddon_team_member_box_overlay skip render: ucaddon_team_member_box_overlay skip render: ucaddon_team_member_box_overlay skip render: ucaddon_team_member_box_overlay skip render: ucaddon_team_member_box_overlay skip render: ucaddon_team_member_box_overlay skip render: ucaddon_team_member_box_overlay Portfolio Management skip render: ucaddon_team_member_box_overlay skip rend

Corporate Profile 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 42 employees, including 12

Claret does not have physical custody of the funds invested in your account. Your assets are segregated and held by an independent third-party custodian. Typically, these custodians are large Canadian financial institutions that are subject to regulatory oversight and minimum capital requirements. They are also, typically, IIROC members. IIROC membership provides additional self-regulatory oversight, as

Contact Us Montreal900 de Maisonneuve O., Suite 1900Montreal QC H3A 0A8CanadaMain Line: 514.842.6110Toll Free: 888.842.6110Fax: 514.842.6123 Toronto200 King Street WestSuite 1320Toronto ON M5H 3T4CanadaMain Line: 647.699.0700Toll Free: 888.842.6110 Your questions and comments are always welcome.Send us an email using the form below. Please indicate how and when you prefer to be contacted. We will respond to your request within two business

Frequently Asked Questions (FAQ) Is my investment portfolio identical to every other client portfolio managed by Claret? Not necessarily. If we previously bought a stock for an existing client, we would not necessarily buy it today for a new client, unless it is still trading at a significantly discounted value. Who makes the final decision

Foire Aux Questions (FAQ) Mon portefeuille est-il identique à celui de tous les autres clients au sein de la firme? Pas nécessairement. Si nous avons acheté un titre dans le passé pour un client existant, nous ne l’achèterons pas aujourd’hui pour un nouveau client, à moins que le titre transige toujours à un escompte significatif

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Claret Asset Management offers personalized Canadian wealth management and value investing strategies backed by decades of experience.