Partenaires de Montreal

Claret Asset Management, based in Montréal, Québec, specializes in managing investment portfolios tailored to the unique needs of high net worth clients. Their philosophy centers on maximizing long-term after-tax returns while providing clients with peace of mind throughout their investment journey. The firm's research is conducted in-house and combines fundamental and quantitative analysis, ensuring comprehensive insights for investment decisions. All client accounts are managed discretely, with specific mandates established based on individual risk profiles and investment objectives. Generated from the website

iA Clarington Investments, based in Montreal, QC, is dedicated to long-term wealth creation through various investment solutions, including mutual funds and managed portfolios. The firm emphasizes the significance of diversification, especially during market volatility, and offers a range of funds rated 4 and 5 stars by Morningstar, demonstrating its commitment to delivering strong performance for investors. Managed by iA Global Asset Management, their diverse product lineup features options such as income-focused funds, alternatives aiming for consistent returns, and socially responsible investing solutions. iA Clarington's strategic approach ensures offerings are curated to meet various financial needs, including tax-efficient and high-net-worth strategies. Generated from the website

2000 McGill College Building Inc, located in Montreal, QC, is a financial services firm offering a comprehensive range of products and services in insurance, savings, and wealth management tailored for individuals, businesses, and groups. The company emphasizes personalized financial advice to help clients maximize their capital and achieve their financial goals. With a commitment to sustainability, 2000 McGill College Building Inc actively contributes to the growth of its clients, employees, partners, and communities. The firm provides resources and tools to assist clients in making informed decisions regarding their insurance and investment needs throughout various stages of life. Generated from the website