RIA: Certified Since its founding in Montreal in 1968, Pembroke Management has focused on investing in high-quality growth companies in Canada and the US. With offices in Montreal and Toronto, Pembroke Management serves institutional and high net worth clients in North America and Europe.
Pembroke Private Wealth Management, a wholly owned subsidiary of Pembroke Management founded in 1988, offers a range of investment solutions to family offices and high net worth clients across Canada and is registered with the Canadian Investment Regulatory Organization (CIRO).
The Pembroke group of companies is proudly independent and has combined innovation, insight and growth to help build client wealth since 1968.
Services Offered in RI
- Small business planning
- Other
- Financial planning
- Insurance & risk planning
- Investment management
- Succession planning
- Charitable giving
Minimum Account Size
$100,000+
Investor Type Dealt With
Individual
Institutional
Type of License
MFDA
Chambre de la sécurité financière
Provinces Licensed In
- Northwest Territories
- Nova Scotia
- Nunavut
- Ontario
- Prince Edward Island
- Quebec
- Saskatchewan
- Yukon
- Alberta
- British Columbia
- Manitoba
- New Brunswick
- Newfoundland and Labrador