September 2024
As many of you know, Pembroke’s history dates back to 1968, when it was founded with a focus on investing in smaller U.S. and Canadian growth companies. Over the years, Pembroke has evolved into a full-service wealth management firm offering a wide range of solutions.
We would like to take you on a short discovery tour of our current offering.
A Legacy of Trust and Growth
Since our founding, Pembroke has been committed to building long-term relationships with our clients. Nearly a quarter of our clients’ accounts were created over 20 years ago, a testament to the trust and satisfaction we strive to earn every day.
While we began with a concentrated focus, our approach has always been underpinned by a philosophy of alignment, integrity and disciplined investing. It is these values that make Pembroke much more than just an investment firm.
In fact, this foundation has allowed us to naturally expand our services to provide comprehensive wealth management solutions that address many aspects of our clients’ financial well-being. This evolution has enabled us to assist clients at many stages of their financial journey, from wealth accumulation to preservation and legacy planning.
Asset Allocation: Our team works with you to determine the most appropriate mix of assets based on your risk tolerance, time horizon and financial goals.
Detailed Financial Planning: We offer personalized financial planning services that include retirement planning, estate planning and more. Our goal is to go beyond standard financial planning to create a detailed roadmap to help you achieve your financial goals.
Customized Portfolio Management: Through investment management agreements, we can provide additional customization and portfolio management solutions to meet your needs.
Family Office Services: For select Canadian families, Pembroke provides family office services, including consolidated reporting and coordination of third-party professionals, to ensure that all aspects of your financial life are managed seamlessly.
Tailored Solutions
Our team understands that each client’s financial situation is unique, and our wealth management offering is flexible. Whether an investor is looking to grow their wealth, protect their assets or plan for future generations, Pembroke has the expertise and solutions to help.
The broad range of solutions that Pembroke has developed over the past 56 years remains aligned with our long-term investment principles. We continue to excel at managing investment strategies with a focus on high-quality growth companies.
Advanced Tools and Personalized Services
In addition, our portfolio planning is enhanced by advanced tools and personalized services that ensure a comprehensive approach to wealth management.
Investor Profile Summary: The IPS is a personalized document that serves as the foundation of your investment strategy. It captures key details about your financial situation, goals, risk tolerance and investment preferences.
Behavioural Investor Profile Assessments: We use the Syntoniq Behavioural Investor Profile Assessments to better understand your financial behaviours and risk preferences, allowing us to more precisely tailor your investment strategy.
Family Advantage Program: Our Family Advantage Program extends benefits to your entire family.
Pembroke’s journey to become a comprehensive wealth management firm reflects our commitment to meeting your needs. We are proud of our history and excited about the future as we continue to grow with our clients.
Whether you have been with Pembroke for decades or are just getting to know us, we invite you to contact your representative to explore our full range of wealth management solutions.
Other Articles Of Interest
Disclaimer
This report is for the purpose of providing some insight into Pembroke and the Pembroke funds. Past performance is not indicative of future returns. Any securities listed herein, are for informational purposes only and are not intended and should not be construed as investment advice nor is it a recommendation to buy or sell any particular security. Factual information has been taken from sources we believe to be reliable, but its accuracy, completeness or interpretation cannot be guaranteed. Pembroke seeks to ensure that the content of this document is correct and up to date but does not guarantee that the content is accurate and complete and does not assume any responsibility for this. Pembroke is not responsible for decisions or actions taken or made on the basis of information contained in this document.
