BMO Private Wealth

Claret Asset Management is a Montréal-based firm specializing in managing investment portfolios tailored specifically for high net worth clients. Their philosophy centers on maximizing long-term after-tax returns while addressing each client's unique needs and providing peace of mind in the short term. The company utilizes an independent research approach, combining fundamental and quantitative analyses to create custom mandates that align with client risk profiles and investment objectives. With a commitment to clarity, Claret aims to guide its clients through the complexities of value investing in Canada. Generated from the website

Industrielle Alliance Assurance Et Services Financiers Inc is a financial services company based in Montréal, QC. It offers a range of insurance and financial products to individuals and businesses. With a focus on providing financial security and peace of mind, Industrielle Alliance Assurance Et Services Financiers Inc helps clients plan for their future and protect their assets through tailored solutions and expert advice. Generated from their business information

Claret Asset Management, based in Montréal, QC, specializes in managing investment portfolios tailored to the unique needs of high net worth clients. With a philosophy focused on maximizing long-term after-tax returns while ensuring client peace of mind, they offer discretionary account management based on individual risk profiles and investment objectives. The firm's research is independent and encompasses both fundamental and quantitative analysis, enabling a comprehensive approach to investment strategies. Claret Asset Management is committed to providing clarity and insights into Canadian value investing through regular publications and resources for their clients. Generated from the website