Nicolas G. Chevalier, CFA, MBA, IAS.A.

Managing Partner, Director, Portfolio Manager

Nicolas Chevalier is Managing Partner and Portfolio Manager at Pembroke Management. With over 25 years of investment experience, he co-leads the Canadian growth and All Cap equity strategies and oversees research in the consumer and industrial sectors. Nicolas also serves as President and CEO of Pembroke Private Wealth Management, guiding the firm’s private client strategy and leadership team.

Since joining Pembroke in 1997, Nicolas has been instrumental in the firm’s evolution as a boutique investment and wealth management firm. As Managing Partner, he provides overall leadership and contributes to investment strategies, organizational development and talent mentorship. He chairs Pembroke’s Management Committee and is deeply committed to fostering a culture of excellence, collaboration and long-term growth.

Nicolas is also President of the Hermitage Club and a Director of the Eric T. Webster Foundation. He enjoys skiing, golf, cycling and time with family and friends.

Highlights

  • Managing Partner of Pembroke
  • President and CEO, Pembroke Private Wealth Management
  • Co-lead Portfolio Manager for the Canadian Growth and All Cap equity strategies
  • Over 25 years of investment leadership in research, strategy, and client service

Previous Experience

  • Research Analyst, Caisse de dépôt et placement du Québec

Education and Professional Designations

  • Institute of Corporate Directors, ICD.D designation
  • Investment Management Workshop, Harvard Business School
  • Chartered Financial Analyst, CFA Institute
  • Master of Business Administration, University of Illinois
  • Bachelor of Business Administration, HEC Montréal

Leadership and Community

  • President, Hermitage Club
  • Director, Eric T. Webster Foundation
  • Member, Memphremagog Club, Hermitage Club and Club Sportif MAA
BACK TO The Team