In this issue of Perspectives, we are pleased to bring you the first of a two-part series of articles on incorporation. In this installment, we discuss incorporating your business or professional practice.

Also in this issue, you will find an article on volatility and its relationship to risk, and why volatility is only one of the risk factors to consider when investing.

If you were unable to attend our recent virtual event, we also encourage you to watch the replay. In this 30-minute session, Stephanie Pantaleo and Fiona Tan discuss preparing to sell a property.

Finally, over the past month and a half, Nicolas Chevalier, Pembroke’s fourth Managing Partner since 1968, has been active in the media. We invite you to read the profile published in Finance et investissement and to watch his appearance on RDI’s Zone Économie (Radio-Canada; in French only).


The Pembroke Team



To Have and to Hold (Part I of 2): Is Incorporating Right for you?

Are you contemplating the incorporation of your business or professional practice? Do you have a large investment portfolio and are curious of the tax implications for utilizing a corporate structure to house your portfolio?


June 2024 Issue

Current Markets – Discussion Between Portfolio Managers

Save the date! On June 18, at 4:00 pm (ET), Pembroke will host a virtual discussion on current markets and the performance of our strategies.

Led by Jeff Tory, Partner, Chairman and Portfolio Manager, the session will discuss key market themes and expectations for the remainder of 2024.

Keep an eye on your email or social media. You will soon receive an invitation to the event.


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.