Budgeting for Long-Term Savings – Wealth Management

How much can you afford to contribute to your registered accounts? How should you prioritize your financial actions, and when is the right time to act?

On February 20, 2025, Fiona Tan and Philippe Ryan-Giroux from the Pembroke Team for a 30-minute session focused on budgeting and long-term savings strategies.

One of the biggest challenges in financial planning is establishing a clear and simple hierarchy of priorities to structure your budget effectively and work toward your goals.

Watch the session to gain valuable insights and practical strategies to help you make informed financial decisions and achieve your objectives with confidence.

Download the presentation here.

Portfolio Manager Discussion – Can the Bull Market Continue?

As equity markets remain volatile, investors are reflecting on 2024 while looking ahead to the opportunities and challenges of 2025. Can the bull market continue as inflation, interest rates and other economic forces continue to impact markets?

Jeff Tory and members of Pembroke’s investment team held an engaging discussion on this topic on January 16, 2025. The event included a review of 2024, an outlook for 2025, and the key question: can the bull market continue?

Watch this virtual event to gain insights into Pembroke’s strategies and perspectives as the managers navigate the ever-changing investment landscape.

Archive – All Past Recordings

To access an archive of the recordings for all past events, click here.