News & Insights

  • Overview of Mutual Fund Distributions (2023)

    When it comes to mutual fund distributions, there are few important facts that must be keep in mind as an investor. Read More

  • Induction of Alain Bouchard in Pembroke’s Hall of Fame

    Perspectives

    Pembroke Management hosted its inaugural Pembroke Hall of Fame Gala on October 17, 2023, in Montreal.

    This event commemorated the our 55th anniversary and our steadfast commitment to investing in high-quality growth companies.

    Read More

  • First Home Savings Accounts Now Available

    First Home Savings Accounts (FHSA) are now available at Pembroke. To learn more about them and to see if they could be useful for you or a family member, read the fact sheet we created about them. Read more

  • Perspectives Newsletter – October 2023

    Perspectives

    This fall, Pembroke is celebrating the 55th anniversary of its founding in 1968. A great deal has changed since then, and it is worth reflecting on what the world was like when Pembroke first opened its doors. The year 1968 saw pivotal moments, such as the first humans orbiting the moon in Apollo 8, the election of Robert Nixon to the White House and the Beatles releasing the “White Album.”

    Read More

  • Concentrated Fund Commentary (Q3)

    Perspectives

    Since its inception in January of 2018, PCF has compounded value at approximately 10.4% per annum, compared to the R2000 at roughly 5.4%. The PCF declined 6.8% in the third quarter of 2023, but has gained 9.6% in the last 12 months, compared to the R2000’s 3.1% decline in the third quarter of 2023, and 2.4% gain over the trailing 12 months.

    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

  •  

    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.