News & Insights


  • Pembroke's Virtual Event Series: Managing Portfolios During Uncertain Times

    We are pleased to share with you our new virtual lunch series discussing Pembroke's approach to managing portfolios during uncertain times. Read More


  • Pembroke in the News: "Why these ‘Gold’-Rated Funds Might Appeal to DIY Investors"

    Last week, three Pembroke Mutual Funds were featured in a Globe and Mail article on Canadian Mutual Funds entitled “Why these ‘gold’-rated funds might appeal to DIY investors”... Read More


  • Growing Together - Since 1968

    As we enter the 21st year of the 21st century we look back on the year that was with mixed emotions. The Pandemic has been a human tragedy unlike anything that we have personally experienced and while we can celebrate the… Read More


  • Pembroke Takes A Stand

    Active managers cannot be passive, which is why Pembroke has issued an open letter to the shareholders of Collectors Universe (CLCT) regarding the proposed offer. As active managers with a fiduciary duty to protect the interests of our investors we felt compelled to take this action. To earn why we believe the take-over offer is inadequate....... 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. CONTINUED
  • 50 Years: An Opportunity to Reaffirm Our Values.

    2018 is Pembroke’s 50th anniversary. Fifty years of investing in entrepreneurial growth companies and serving the investment needs of our clients. More than the simple passage of time, 2018 is an opportunity to reaffirm and celebrate our values, consistent investment philosophy and what we have achieved for our clients. 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." See the entire Pembroke Mission, Vision and Values statement.
  • Demonstrated alignment with our clients

    We are the largest investors in our own mutual and pooled funds and have always emphasized the importance of ownership and the proper alignment of interests. The value of Pembroke funds held by employees, partners, founders and our families is well over $100 million.
    The Importance of Alignment
  • 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.