News & Insights

  • Perspectives Newsletter

    Periods of declining stock and bond markets challenge investors and investment firms alike. In recent months, the emotional toll of declining stock and bond markets has been compounded by the rapid spread of new COVID variants, continued depressing news from the war in Ukraine, surging consumer prices, rising interest rates, and climate news that continue to worsen.

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  • The Opportunity in Canadian Small Cap Growth

    Pembroke is pleased to present a report prepared by the investment team.

    This report highlights the fact that the small cap market is poised for a revival in Canada, and that small caps can be a very effective diversification tool.

    We invite you to read the summary and to get a copy by email should you be interested.

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  • Pembroke's Virtual Event Series: Recordings

    Watch or watch again the recordings of Pembroke's past virtual event. Read More
  • Stay True to Your Stripes: Growth Manager

    Morningstar published an article with Nicolas Chevalier, Partner and Portfolio Manager, on how Pembroke is maintaining its Canadian small-cap mandate amidst macro headwinds. 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 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

    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.