Province Licensed In: New Brunswick
Matthew Horan
We believe in taking a comprehensive approach to understanding a client’s financial situation because it’s more than just a process, it’s your financial well being. Acting as your personal financial quarterback, we are here to listen, to explain, to provide a sense of comfort, and to help you realize your financial goals.
As part of this approach, we incorporate responsible investing by recognizing that ESG considerations are unique to each client. Through a proprietary screening tool that analyzes over 1000 value fields, we create customized portfolios that align with both your financial goals and your personal values.
Portfolios are managed individually rather than through third party funds, allowing us to maintain full transparency and flexibility in how your investments are structured. Each member of The Horan Team takes pride in delivering on our promise through honesty, integrity, trust, and care.
Drew Sutherland
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.
Sarah Brillinger
Michael Anderssen
Jakub Bundil
Trevor Miller
Liam Winegard
Serge Nolin
Mohamed Jelassi
Mohamed Jelassi, M.Sc, Adm.A. RIS, Cerifié Prosci
Partenaire en développement des affaires | Business Development Partner
District Québec Nord-Ouest | Financière Sun Life
Courriel : mohamed.jelassi@sunlife.com | Cellulaire : 263 366-6954
955 boulevard Michèle-Bohec, Bureau 110, Blainville, QC J7C 5J6
3131 Blvd. Saint-Martin O #110, Laval, QC H7T 2Z5
201 rue du Terminus Ouest, bureau 1000, Rouyn-Noranda, Québec, J9X 2P7
Membre du comité consultatif sur la pratique des représentants (AMF)
Membre du comité de pilotage du projet: Dynamiques économiques des personnes immigrantes au Québec (INRS & CSF)
Member of the Advisory Committee on Representative Practices (AMF)
Member of the Steering Committee for the project: Economic Dynamics of Immigrants in Québec (INRS & CSF)