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North American Update
Concerned about the current market environment? Curious about how Pembroke is positioning its portfolios and how to navigate the market volatility? Pembroke's portfolio managers Nicolas Chevalier and Jeffrey Tory will provide answers and insights during our Conference Call. Please kindly join us on one of the following days at your convenience: • Monday, December 3rd, 2018 at 12:30PM in French with Nicolas Chevalier • Thursday, December 6th, 2018 at 12:30PM in English with Jeffrey Tory
PLEASE CLICK HERE TO DOWNLOAD A COPY OF THE PRESENTATION.
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Pembroke Family Advantage
As we celebrate 50 years of serving the investment needs of our clients and their families, we are pleased to announce the Pembroke Family Advantage Program. The Program enables you to extend many of the Pembroke benefits that you enjoy to virtually all members of your family. Benefits include using the combined value of family holdings to determine management fees. CONTINUED
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50 Years: An Opportunity to Reaffirm Our Values.
2018 is Pembroke’s 50th anniversary. Fifty years of investing in entrepreneurial growth companies and serving the investment needs of our clients. More than the simple passage of time, 2018 is an opportunity to reaffirm and celebrate our values, consistent investment philosophy and what we have achieved for our clients. READ MORE
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Meet Dominic Costantini
A personal attribute that Dominic's past clients and colleagues reference when speaking of him is his capacity for listening - both to what is said and to what is implied. Perhaps that's why his career, spanning 20 years in finance and investments, helping family offices, pension funds and foundations has been so rewarding. Dominic brings this approach to the Pembroke team in his new role as Senior Vice President, Business Development. CONTINUED
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Pembroke's Mission equals client value
Pembroke's Mission/Vision statement and guiding Values are purpose-driven and focused on client outcomes. Our Mission: To help our clients secure their financial futures. Our Vision: To be a premier investment boutique for discerning investors. In the words of Managing Partner Ian Aitken: "We exist to serve the investment needs of our clients and have been focused on doing just that for 50 years." See the entire Pembroke Mission, Vision and Values statement.
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Demonstrated alignment with our clients
We are the largest investors in our own mutual and pooled funds and have always emphasized the importance of ownership and the proper alignment of interests. As of December 31, 2017, the value of Pembroke funds held by employees, partners, founders and our families was well over $100 million.The Importance of Alignment
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About our Business
Pembroke Private Wealth Management, established in 1988, is an independent, boutique wealth management firm and a subsidiary of Pembroke Management Limited, established in 1968. To access information about Pembroke Private Wealth Management, click on the Institutional navigation at the top of this home page.
For non-institutional investors, our products are only available to residents of Canada.
