A WORD FROM THE PEMBROKE TEAM
People generally imagine that quality growth companies are younger, more flexible and forward-looking organizations. While this is often true, sometimes an established company can reinvent itself and become a leader in a different field. The current On the Road article discusses one such company: MDA Space. This company started out as a leader in the… gramophone industry.
We also invite you to read two related articles on wealth that address common questions: Wealth and Parenting: A Delicate Balance and How Much Is Enough? Rethinking the Ideal Amount of Wealth.
If you have assets in non-registered accounts at Pembroke, we also recommend reading our 2025 Fund Distribution Overview page, which was created to help you understand the impact of distributions on your taxes.
Sincerely,
The Pembroke Team
2025 FUND DISTRIBUTIONS OVERVIEW
The estimates for Pembroke’s year-end fund distributions are now available. To help you understand the impact of distributions on your taxes, we created a page with detailed information. Note that distributions have an impact only for non-registered accounts.
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OR DOWNLOAD PDF of LEgacY ISSUES: (2019 and earlier)
PEMBROKE HALL OF FAME: INDUCTION OF RICHARD LORD
Pembroke recently inducted Richard Lord of Richelieu Hardware into its Hall of Fame. This year’s event, which took place in Montreal, featured a fireside chat between Nicolas Chevalier, Pembroke’s managing partner, and Richard Lord.
DISCLAIMER
This report is for the purpose of providing insight into Pembroke and the Pembroke strategies. 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.
