June 2026
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. Her thoughtful, values-based approach has helped families, individuals and business owners make confident decisions to manage, protect and grow their wealth across generations.
Stephanie’s appointment as Partner reflects Pembroke’s confidence in her judgment, her professionalism and her ability to help families make informed, values-based decisions.
A HOLISTIC APPROACH TO WEALTH MANAGEMENT
Stephanie brings years of experience and a well-rounded background in personal and corporate tax planning, estate planning, family wealth structures and succession matters.
She plays an important role in helping families navigate the complexities that come with wealth, including planning for future generations and aligning financial decisions with each client’s goals and values.
Her contributions have deepened client relationships and ensured that Pembroke’s advice reflects both technical excellence and a genuine understanding of the families we serve.
LEADERSHIP WITHIN THE FIRM
In addition to leading Pembroke’s Wealth Management team, Stephanie is a member of Pembroke’s Management Committee. In this role, she contributes to strategic planning and firm-wide initiatives.
Her leadership has helped advance Pembroke’s client experience and broaden the firm’s advisory capabilities. She has also supported the continued integration of wealth management, investment management, tax planning and family office services for clients with more complex needs.
EDUCATION AND COMMUNITY INVOLVEMENT
Stephanie is a Chartered Professional Accountant, a Trust and Estate Practitioner through the Society of Trust and Estate Practitioners Canada, and a Chartered Investment Manager (CIM®) through the Canadian Securities Institute. She holds a Master of Taxation from the University of Waterloo and a Bachelor of Commerce from the University of Toronto.
She also mentors future professionals as an In-Residence Facilitator for CPA Canada’s In-Depth Tax Course and through the Rotman School of Management Alumni Mentorship Program.
Stephanie’s nomination as Partner reflects Pembroke’s confidence in her judgment, her professionalism and her ability to help families make informed, values-based decisions.
Her experience, leadership and client-focused approach are closely aligned with Pembroke’s values of integrity, accountability, excellence, humility and alignment of interests. We look forward to her continued contribution to the firm and to the families, individuals and business owners we serve.
Other Articles Of Interest
Disclaimer
This report is for the purpose of providing some 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.
