{"id":19317,"date":"2026-05-27T16:30:52","date_gmt":"2026-05-27T20:30:52","guid":{"rendered":"https:\/\/private.pml.ca\/?post_type=perspectives&#038;p=19317"},"modified":"2026-06-10T10:56:41","modified_gmt":"2026-06-10T14:56:41","slug":"q2-no1-2026-perspectives-newsletter","status":"publish","type":"perspectives","link":"https:\/\/private.pml.ca\/?perspectives=q2-no1-2026-perspectives-newsletter","title":{"rendered":"Q2 no1 2026 Perspectives Newsletter"},"content":{"rendered":"<h2 class=\"noline\"><b><span data-contrast=\"auto\">A WORD FROM THE PEMBROKE TEAM <\/span><\/b><\/h2>\n<p>&nbsp;<br \/>\nIn this issue, Pembroke Management is pleased to announce <a href=\"https:\/\/private.pml.ca\/q2-no1-2026-appointment-of-stephanie-pantaleo-as-partner\/\">the appointment of Stephanie Pantaleo as Partner<\/a> of the firm.<\/p>\n<p>Our latest <a href=\"https:\/\/private.pml.ca\/q2-no1-2026-on-the-road-testing-technology-beyond-the-product\/\">On the Road<\/a> <span>article looks at technology investing. Too often, the discussion begins and ends with the product. At Pembroke, we believe conviction also requires a deeper understanding of the people making decisions, the culture they are building and the organization\u2019s ability to execute over time.<\/span><\/p>\n<p>In the <a href=\"https:\/\/private.pml.ca\/q2-no1-2026-the-500000-squeeze\/\">The $500,000 Squeeze<\/a>, we examine why many high-income Canadians continue to feel financial pressure despite substantial earnings. The article outlines steps that can help address this challenge.<\/p>\n<p>Lastly, we invite you to read <a href=\"https:\/\/private.pml.ca\/q2-no1-2026-staying-alert-to-financial-scams\/\">Staying Alert to Financial Scams<\/a>. This article discusses how you can protect yourself from financial fraud, and how Pembroke works to safeguard you.<\/p>\n<p>Sincerely,<\/p>\n<p>The Pembroke Team<\/p>\n<p>&nbsp;<\/p>\n<div class=\"hr\"><\/div>\n<p>&nbsp;<\/p>\n<h2><a href=\"https:\/\/private.pml.ca\/q2-no1-2026-appointment-of-stephanie-pantaleo-as-partner\/\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/private.pml.ca\/wp-content\/uploads\/2023\/07\/Perspectives.ImagesA.png\" alt=\"\" width=\"350\" height=\"212\" class=\"alignleft wp-image-15465\" \/><\/a><strong>APPOINTMENT OF STEPHANIE PANTALEO AS PARTNER<\/strong><\/h2>\n<p>&nbsp;<br \/>\nPembroke Management is pleased to announce that Stephanie Pantaleo, CPA, MTax, CIM\u00ae, TEP, has been appointed Partner of the firm. Since joining Pembroke, Stephanie has demonstrated exceptional leadership in guiding our client-facing Wealth Management team and an unwavering commitment to serving clients with integrity, care and professionalism.<\/p>\n<p><span><\/span><a class=\"readmore\" href=\"https:\/\/private.pml.ca\/q2-no1-2026-appointment-of-stephanie-pantaleo-as-partner\/\">READ<\/a><\/p>\n<p>&nbsp;<\/p>\n\n<div class='issue-number' aria-label=\"Newsletter Issue June 2026\"><span class='issue-inner'> June 2026 Issue<\/span><\/div>\n\n\n<nav id='articles' aria-label=\"Newsletter Articles\">\n                <article class='perspective-article'>\n                <img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"424\" src=\"https:\/\/private.pml.ca\/wp-content\/uploads\/2021\/07\/PhotosSurPML.ca_.png\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"\" srcset=\"https:\/\/private.pml.ca\/wp-content\/uploads\/2021\/07\/PhotosSurPML.ca_.png 700w, https:\/\/private.pml.ca\/wp-content\/uploads\/2021\/07\/PhotosSurPML.ca_-300x182.png 300w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/>                <div class='card-content'>\n                    <h3><a href='\/q2-no1-2026-on-the-road-testing-technology-beyond-the-product'>On the Road: Testing Technology Beyond the Product<\/a><\/h3>\n                    Technology investing often begins with the product. To build conviction, we also need to understand the people making decisions and the culture they are shaping.                <\/div>\n            <\/article>\n                        <article class='perspective-article'>\n                <img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"424\" src=\"https:\/\/private.pml.ca\/wp-content\/uploads\/2022\/12\/WealthPlanning.Perspectives.png\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"\" srcset=\"https:\/\/private.pml.ca\/wp-content\/uploads\/2022\/12\/WealthPlanning.Perspectives.png 700w, https:\/\/private.pml.ca\/wp-content\/uploads\/2022\/12\/WealthPlanning.Perspectives-300x182.png 300w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/>                <div class='card-content'>\n                    <h3><a href='\/q2-no1-2026-the-500000-squeeze'>The $500,000 Squeeze<\/a><\/h3>\n                    For most Canadians, a household income above $500,000 represents financial arrival. Objectively, households earning that level of income are doing exceptionally well.                <\/div>\n            <\/article>\n                        <article class='perspective-article'>\n                <img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"424\" src=\"https:\/\/private.pml.ca\/wp-content\/uploads\/2026\/05\/2026.Q2no1.Perspectives_StayingAlertToFinancialScams.jpg\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"\" srcset=\"https:\/\/private.pml.ca\/wp-content\/uploads\/2026\/05\/2026.Q2no1.Perspectives_StayingAlertToFinancialScams.jpg 700w, https:\/\/private.pml.ca\/wp-content\/uploads\/2026\/05\/2026.Q2no1.Perspectives_StayingAlertToFinancialScams-300x182.jpg 300w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/>                <div class='card-content'>\n                    <h3><a href='\/q2-no1-2026-protecting-yourself-from-online-scams'>Protecting Yourself From Online Scams<\/a><\/h3>\n                    Financial scams are becoming more sophisticated. Fraudsters can use convincing emails, fake websites, text messages, phone calls, social media profiles, and voice-cloning technology.                <\/div>\n            <\/article>\n            <\/nav>\n\n<div id='perspectives-search'>\n    <h3>ARCHIVE SEARCH<\/h3>\n    <form method='GET' action='\/perspectives'>\n        <input type='text' name='search' class='search-field' \/>\n        <input type='submit' value='Search' class='search-submit' \/>\n        <input type='hidden' name='lang' value='en' \/>\n    <\/form>\n    <div class='inner-h3-container'>\n        <h3 class='inner-h3'>OR DOWNLOAD PDF of LEgacY ISSUES: <i>(2019 and earlier)<\/i><\/h3>\n    <\/div>\n    <div class='perspectives-select hide-accredited'>\n        <select id='archive-pdf-perspectives'>\n        <option>Make Your Selection<\/option>\n              <option>2019 Q4<\/option>    <option>2019 Q3<\/option>    <option>2019 Q2<\/option>    <option class='accredited'>2019 Q2 - Accredited<\/option>   <option>2019 Q1<\/option>    <option class='accredited'>2019 Q1 - Accredited<\/option>   <option>2018 Q4<\/option>    <option class='accredited'>2018 Q4 - Accredited<\/option>   <option>2018 Q3<\/option>    <option class='accredited'>2018 Q3 - Accredited<\/option>   <option>2018 Q2<\/option>    <option class='accredited'>2018 Q2 - Accredited<\/option>   <option>2018 Q1<\/option>    <option class='accredited'>2018 Q1 - Accredited<\/option>   <option>2017 Q4<\/option>    <option class='accredited'>2017 Q4 - Accredited<\/option>   <option>2017 Q3<\/option>    <option class='accredited'>2017 Q3 - Accredited<\/option>   <option>2017 Q2<\/option>    <option class='accredited'>2017 Q2 - Accredited<\/option>   <option>2017 Q1<\/option>    <option class='accredited'>2017 Q1 - Accredited<\/option>         <\/select>\n    <input type='submit' value='Download' class='download' \/>\n    <script>\n        jQuery(document).ready(function($) {\n            $('.download').on('click', function(e) {\n                var pdf = $('.select-selected').text();\n                if(pdf && pdf != \"Make Your Selection\") {\n                    window.open(\"\/wp-content\/uploads\/past_perspective_pdfs\/en\/\"+pdf+\".pdf\");\n                }\n            });\n            $('#bt-yes').on('click', function() {\n                $('.perspectives-select').removeClass('hide-accredited');\n                $('#bt-ai-overlay').remove();\n            });\n        });\n    <\/script>\n\n    <\/div>\n<\/div>\n\n<div class='hr-divider'><\/div>\n\n\n\n<h2><a href=\"https:\/\/private.pml.ca\/q2-no1-2026-pembroke-appointed-sub-adviser-for-a-scotia-fund\/\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/private.pml.ca\/wp-content\/uploads\/2026\/05\/2026Q2n01_Perspectives.Scotia.jpg\" alt=\"\" width=\"350\" height=\"212\" class=\"alignleft wp-image-15461\" \/><\/a><b><span data-contrast=\"auto\">PEMBROKE APPOINTED SUB-ADVISER FOR A SCOTIA FUND<\/span><\/b><\/h2>\n<p>&nbsp;<br \/>\nPembroke Management Ltd. is pleased to announce that it has been appointed as sub-adviser a Scotia Fund. For this mandate, Scotia selected Pembroke\u2019s Canadian All Cap Strategy. The appointment reflects Pembroke\u2019s long-standing focus on disciplined investment management and quality growth investing.<\/p>\n<p><span><\/span><a class=\"readmore\" href=\"https:\/\/private.pml.ca\/q2-no1-2026-pembroke-appointed-sub-adviser-for-a-scotia-fund\/\">Read<\/a><\/p>\n<p>&nbsp;<\/p>\n\n<div class=\"hr-divider\"><\/div>\n<div class=\"disclaimer\">\n<h3>DISCLAIMER<\/h3>\n<p>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.<\/p>\n<\/div>\n\n","protected":false},"featured_media":7987,"template":"","class_list":["post-19317","perspectives","type-perspectives","status-publish","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/private.pml.ca\/index.php?rest_route=\/wp\/v2\/perspectives\/19317","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/private.pml.ca\/index.php?rest_route=\/wp\/v2\/perspectives"}],"about":[{"href":"https:\/\/private.pml.ca\/index.php?rest_route=\/wp\/v2\/types\/perspectives"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/private.pml.ca\/index.php?rest_route=\/wp\/v2\/media\/7987"}],"wp:attachment":[{"href":"https:\/\/private.pml.ca\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=19317"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}