A WORD FROM THE PEMBROKE TEAM
While this issue focuses on tax season, fund recognition, and financial planning, our investment teams are closely monitoring the rapidly escalating trade tensions between Canada and the United States. We will share some insights in our next issue.
March marks the beginning of tax season, an annual task that few find exciting, but one that is essential to navigate efficiently. To help make the process smoother, our tax expert has prepared an overview of the key documents and information you will need, saving you time and effort.
This issue also brings exciting news: four of our funds have been recognized with the prestigious 2024 FundGrade A+ Awards. This is a testament to our commitment to investment excellence.
Additionally, our On the Road article highlights VitalHub, the newest software consolidator in our portfolio. The company has demonstrated exceptional growth, combining a successful acquisition strategy with strong organic expansion, setting itself apart.
In our financial planning article, The Case for Dying With Less, we explore the financial and emotional challenges retirees face as they transition from saving to spending their hard-earned funds.
Lastly, we are pleased to announce that Derrick Gut has joined Pembroke Management to support our international and global equity investment initiative. Our Toronto client service team is also growing, and we would like to welcome Candace Liu as Associate.
Sincerely,
The Pembroke Team
FUNDGRADE A+ AWARDS: PEMBROKE’S WINNERS
We are thrilled to share that four of our funds have been recognized as winners of the prestigious 2024 FundGrade A+ Awards.
We celebrate this achievement at the Awards Gala in Toronto on February 6. This honour reflects our team’s commitment to delivering excellence for our clients.
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BUDGETING FOR LONG-TERM SAVINGS
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 held a 30-minute session focused on budgeting and long-term savings strategies.
DISCLAIMER
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.
