News & Insights

  • 2022 Fund Distribution Estimates

    When it comes to mutual fund distributions, there are few important facts that must be keep in mind as an investor. The Pembroke team creates a overview article to help you understand fund distributions and prepare for the coming tax season.

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  • Perspectives Newsletter

    Early in the third quarter, it appeared global growth stocks would try to make a comeback, but equity markets came under renewed pressure as the US Federal Reserve made it clear they would fight inflation, even at the expense of economic growth.

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  • Pembroke Concentrated Fund Commentary

    Over the last year, the Pembroke Concentrated Fund (“PCF”) has declined in absolute terms along with the market, as a combination of inflation, interest rate, recession and geopolitical fears have pressured financial assets globally. The most recent quarter provided a reprieve, with the Fund posting gains of almost 5%.

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  • 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 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.