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Financial planning is fundamentally about making informed decisions. We evaluate cash flow, investment returns, tax consequences, risk and long-term objectives so that major financial choices are made with a clear understanding of their implications. For families who have accumulated…

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Canadian 1140x570s
For the most part, Pembroke’s Canadian strategies had a difficult first quarter. Canadian equity markets were buffeted by significant fears of tariffs and trade tensions…
Media 1140x570 EN
On March 14, 2025, Nicolas Chevalier was invited to appear on RDI’s (Radio-Canada) Zone Économie program for a discussion with journalist Olivier Bourque. The conversation…
OnTheRoad 1140x570s
Just under three years ago, we initiated a small position in VitalHub (VHI), a Toronto-based firm that acquires software companies in the healthcare sector. Since 2016…
2025.02.25 1140x570
We are thrilled to share that four of our funds have been recognized as winners of the prestigious 2024 FundGrade A+ Awards. We celebrate this achievement at the Awards…
FinancialPlanning 1140x570
The idea that we should aim to die with less money, rather than more, often provokes a strong reaction. It can also seem at odds with what society typically encourages…
International Global 1140x570s
Global equities ended 2024 on a high note, buoyed by the continued dominance of U.S. markets. However, the year was not without its challenges, as political events and…