A Word from the Pembroke Team


With inflation coming down, a brighter future appears to be on the horizon for financial markets. In the current environment, Pembroke’s portfolios are very well positioned to grow in the long term.

To better understand the investment team’s current analysis, we invite you to read the Investment Commentary and Outlook article.

As a wealth management advisor for over 50 years, Pembroke also recognizes the important role philanthropy plays for our clients. Therefore, we are pleased to announce that Pembroke has partnered with Canada Gives to offer you a simple and effective way to create your own foundation. Simply read the article on this topic for more details, or contact your Pembroke representative.

Finally, a number of modifications will be made to the investment strategy of the Canadian Balanced Fund, with the goal of increasing the income generated by the portfolio and decreasing the overall volatility of the strategy. We invite you to read the article in this issue for more details.


The Pembroke Team


Pembroke and Canada Gives – Investing for a Cause

Over the decades, we have worked together with our clients to meet their short-term charitable wishes, facilitating impactful gifts to the organizations that matter most to them.

We can now assist you to easily create a long-term legacy of charitable giving.



April 2023 Issue

Maximizing the Benefits of Registered Accounts

Utilizing Canada’s registered accounts to maximize their benefit requires a proper investment strategy.

Many investors have questions surrounding the benefits (and traps) of the Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA), and the newly introduced Tax-Free First Home Savings Account (FHSA).



This report is for the purpose of providing insight into Pembroke and the Pembroke funds. 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.