Answering Your Questions

U.S. Tariffs and Your Investments

Investment Series
Date:
March 11, 2025

How could the ongoing trade tensions between the U.S. and Canada affect your portfolio? Learn how your investment managers are navigating the uncertainty.

On March 11, 2025, Nicolas Chevalier and Drew Sutherland held a session focused on the foreseeable impact of U.S. tariffs on portfolio holdings, key market sectors and investment strategies.

At Pembroke, we invest in high-quality growth companies with strong fundamentals. We seek to build resilient portfolios that can weather market headwinds.

While trade disputes can create uncertainty, they also present opportunities for well-positioned companies and long-term investors. Understanding the impact of tariffs on industries, supply chains and equity markets is key to making informed investment decisions.

Watch now to gain valuable insights on this important topic.

Recording

Pembroke Speakers

Nicolas G. Chevalier, CFA, MBA, ICD.D

Managing Partner, Director, Portfolio Manager

With over 25 years of investment experience, Nicolas Chevalier co-leads the Canadian growth and All Cap equity portfolios, as well as oversees research in the consumer and industrial sectors. Nicolas joined Pembroke in 1997 and has played a key role in the firm’s evolution as a boutique investment and wealth management organization. He also serves as President and CEO of Pembroke Private Wealth Management.

Drew Sutherland, CIM®

Vice President, Account Manager

With over 15 years of experience, Drew Sutherland provides thoughtful, objective advice to individuals and families. Known for his client-first approach, Drew helps clients make confident, long-term financial decisions. He is actively involved in his community and remains a competitive squash player and passionate sailor.