Wealth Management Essentials – A Wider Spectrum of Opportunity

Led by Tania Lopez, Associate, Client Service and Branch Manager, and Drew Sutherland, Vice President, Account Manager, this virtual session focused on the essentials of wealth management.

The session, which took place in September 2024, was designed for individuals at all stages of their financial journey. It provides insight into what to look for in a wealth manager and how professional advice and personalized money management can help you achieve your goals.

It also discusses the important role that a strong culture, clear investment philosophy and measurable performance can play and how Pembroke can help you along the way.

Watch now to gain knowledge that can help you achieve your financial goals.

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.

Archive – All Past Recordings

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