Pembroke Private Wealth Management specializes in providing investment solutions for Canadian families, family offices and foundations. Our mission is to help our clients secure their financial futures by growing and protecting their capital over the long term.
An investment with Pembroke Private Wealth Management begins with a discovery meeting with one of our client service professionals to ascertain your financial needs, investment goals and tolerance for risk. Strategic asset allocation and relevant strategies are reviewed. Pembroke portfolios offer exposure to Canadian and US small- to mid-cap growth equities, international equities, and fixed income securities. Your portfolio will be tailored to your specific investment objectives and tolerance for risk.
Clients have direct access to their Pembroke client service professional as well as a private client portal with account balances, performance information, transactions, reports, and other resources. All Pembroke Private Wealth Management funds are audited by Deloitte LLP and are kept in custody with RBC Investor and Treasury Services.
Our client service team focuses on listening to your needs and circumstances, providing you with regular updates on your investments and access to the insights of our portfolio managers. Pembroke clients receive the quarterly Perspectives Newsletter and are invited to events held throughout Canada featuring our portfolio managers and guest speakers.