Pembroke Management

Pembroke Private Wealth Management, a subsidiary of Pembroke Management Limited, is a wealth advisory firm that provides clients with customised solutions to secure their financial futures. Our clients include individuals, families, foundations, and pension funds. As an independent boutique, we offer a range of pooled and mutual funds, which provides exposure to Canadian, U.S., and international equities, as well as fixed-income securities. Entrepreneurial growth is an important component in our portfolios. Since our founding in 1968 we have placed a focus on small-to-mid-cap companies that are run by enterprising management teams. We have consistently and successfully specialized in finding investment opportunities with well-managed growth companies. Our approach includes a culture built on aligned interests. We are employee owned, with Managers and employees holding both our pooled and mutual funds along with our clients. We strive to make investment decisions that reflect this combined focus with a long-term goal of capital appreciation and risk management.