Current Markets – Discussion Between Portfolio Managers

While equity markets have risen overall, they have been volatile since the start of 2024, as they continue to face challenges such as inflation and uncertainty over when interest rates will fall. On the other hand, these uncertainties and volatility have also created opportunities.

To help you gain a deeper understanding of the current markets and learn about the evolution of Pembroke’s strategies, on June 18, 2024, Jeff Tory led a discussion with members of Pembroke’s investment team.

The team used this virtual event to discuss the current situation and where they see opportunities for the remainder of the year.

Real Estate – Preparing to Sell a Property

At the beginning of June, Stephanie Pantaleo and Fiona Tan held a 30-minute virtual session on preparing to sell a property.

Whether you are considering selling your primary residence or an income-producing property, this session covers general considerations to ensure a successful transaction. It explores the tax implications and strategic considerations that can have a significant impact on your financial outcome.

In addition, the session provides insight into managing properties, such as family cottages, and strategies for effectively upsizing or downsizing.

Do not miss this opportunity to gain valuable knowledge.

You can download the presentation here.

Archive – All Past Recordings

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