News & Insights

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  • Overview of Mutual Fund Distributions (2021)

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

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  • Pembroke in the News

    Read recent articles on Pembroke and its funds. Read More

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  • Pembroke Canadian All Cap Pooled Fund

    Pembroke is proud to announce the launch of a new product: the Pembroke Canadian All Cap Pooled Fund. This new product further expands the range of solutions available to Pembroke clients. Read More

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  • An Even Broader Perspective

    We are pleased to welcome two new members to our Asset Allocation Committee: Caroline S. Miller and Guthrie Steward. Well known in the industry, Caroline and Guthrie will be assets to our investors. They will contribute to the multiplication of viewpoints and bring new ideas, giving us an even broader perspective on the markets. Read More

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  • 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 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
  • 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.