News & Insights

  • Perspectives Newsletter – July 2023 Issue

    Perspectives

    As we navigate through 2023, we find ourselves in a dynamic and evolving economic landscape. Despite various challenges, the resilience of the markets continues to be visible as we witness a strong rebound from the trough levels of last year.

    At Pembroke, our commitment to long-term investment strategies remains steadfast.

    Read More

  • Pembroke Concentrated Fund Commentary (Q2)

    Perspectives

    Over the last year, the Pembroke Concentrated Fund (PCF) gained approximately 23%* compared to a 15% gain in the Fund’s benchmark, the Russell 2000 Index (R2000), with the fund gaining on an absolute and relative basis for the fourth consecutive quarter.

    Read More

  • Pembroke's Virtual Event Series: Recordings

    Watch or watch again the recordings of Pembroke's past virtual event. Read More

  • Pembroke Family Advantage Program

    As we celebrate 50 years of serving the investment needs of our clients and their families, we are pleased to announce the Pembroke Family Advantage Program. The Program enables you to extend many of the Pembroke benefits that you enjoy to virtually all members of your family. Benefits include using the combined value of family holdings to determine management fees. Read more

  • Pembroke's FAQ

    Pembroke's Frequently Asked Questions section is designed to assist clients and prospective investors with queries about the company's services, practices, and policies. Read More

  • Pembroke's Mission equals client value

    Pembroke's Mission/Vision statement and guiding Values are purpose-driven and focused on client outcomes. Our Mission: To help our clients secure their financial futures. Our Vision: To be a premier investment boutique for discerning investors. In the words of Managing Partner Ian Aitken: "We exist to serve the investment needs of our clients and have been focused on doing just that for 50 years." Read more

  • About our Business

    MFDA logo
    Pembroke Private Wealth Management, established in 1988, is an independent, boutique wealth management firm and a subsidiary of Pembroke Management, established in 1968. To access information about Pembroke Management, click on the Institutional navigation at the top of this home page.
    For non-institutional investors, our products are only available to residents of Canada.