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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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Commentary 1140x570
On April 2nd, markets were jolted when President Trump imposed a series of aggressive—and, to many, bewildering—tariffs on imports from allies and adversaries alike. From…
International Global 1140x570s
The transition of the Pembroke International Growth Fund is now complete. As with most worthwhile transitions, it came with its share of moving pieces and early mornings…
FinancialPlanning 1140x570
Grey divorce—the term used to describe divorces among older couples—has been on the rise in Canada. As the population ages, more couples in their 50s, 60s, and beyond are…
OnTheRoad 1140x570s
The unique economic, geopolitical and commercial developments that disrupted businesses and capital markets in the opening months of 2025 reignited debates about the…
Media 1140x570 EN
On 25 April 2025, Nicolas Chevalier was invited to appear on RDI’s Zone Économie (Radio-Canada) for a discussion with journalist Andrée-Anne Saint-Arnaud on investment…
2023.06.05 1140x570
The events of the past few weeks have been unsettling for even the most seasoned investors. Let’s face it, humans and markets hate uncertainty and, at the moment, there is…