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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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International Global 1140x570s
With the exception of Japanese equities, broader international markets began the year on a strong footing. Meanwhile, China and the broader Asian region…
Balaced 1140x570
Equity market performance was mixed in the first quarter of 2025. Overall, small-cap stocks underperformed large-cap stocks in most regions, reflecting their greater…
2025.04.23 1140x570
Your financial goals deserve a portfolio that evolves with your needs and priorities. That is why at Pembroke, we continue to enhance our offering to help you pursue…
Fixed 1140x570
Since the beginning of 2025, the U.S. Administration rolled out tariffs against its most important trading partners, including Canada, Mexico and China. Investors are…
US Strategies 1140x570s
Trade and tariff uncertainty captivated investors in March. At the time of this writing in April, market volatility reached a crescendo as the world reacted to President…
Commentary 1140x570
This is the third draft of this quarterly note. Such is the world as the Trump administration whipsaws global equity markets with news of tariffs that seem to change every…