A WORD FROM THE PEMBROKE TEAM
In this issue, Pembroke Management is pleased to announce the appointment of Stephanie Pantaleo as Partner of the firm.
Our latest On the Road article looks at technology investing. Too often, the discussion begins and ends with the product. At Pembroke, we believe conviction also requires a deeper understanding of the people making decisions, the culture they are building and the organization’s ability to execute over time.
In the The $500,000 Squeeze, we examine why many high-income Canadians continue to feel financial pressure despite substantial earnings. The article outlines steps that can help address this challenge.
Lastly, we invite you to read Staying Alert to Financial Scams. This article discusses how you can protect yourself from financial fraud, and how Pembroke works to safeguard you.
Sincerely,
The Pembroke Team
APPOINTMENT OF STEPHANIE PANTALEO AS PARTNER
Pembroke Management is pleased to announce that Stephanie Pantaleo, CPA, MTax, CIM®, TEP, has been appointed Partner of the firm. Since joining Pembroke, Stephanie has demonstrated exceptional leadership in guiding our client-facing Wealth Management team and an unwavering commitment to serving clients with integrity, care and professionalism.
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PEMBROKE APPOINTED SUB-ADVISER FOR A SCOTIA FUND
Pembroke Management Ltd. is pleased to announce that it has been appointed as sub-adviser a Scotia Fund. For this mandate, Scotia selected Pembroke’s Canadian All Cap Strategy. The appointment reflects Pembroke’s long-standing focus on disciplined investment management and quality growth investing.
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.
