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Wealth Management Essentials

A Wider Spectrum of Opportunity

Wealth Series
Date:
September 19, 2024

This virtual session focused on the essentials of wealth management and is designed for individuals at all stages of their financial journey. It provides insight into what to look for in a wealth manager and how professional advice and personalized money management can help you achieve your goals.

The webinar also discusses the important role that a strong culture, clear investment philosophy and measurable performance can play, and how Pembroke can help you along the way.

Watch the recording to learn more.

Recording

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Pembroke Speakers

Tania Lopez

Associate, Client Service, and Branch Manager

Tania Lopez is a Client Associate and Branch Manager at Pembroke Private Wealth Management, supporting families with personalized service and overseeing branch operations in Toronto and Montreal. With over seven years of experience in the financial industry, she ensures seamless client experiences and regulatory alignment. Outside work, Tania enjoys cycling, skiing, travel and exploring new cultures.

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.

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