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.
Recognized as one of Western Canada’s leading wealth management teams, Becker and Cheng Wealth Group proudly offers a diverse group of clients comprehensive wealth services combined with complete long-term planning. Our team provides an unparalleled level of client service, bolstered by decades of experience and top industry designations. We are dedicated to creating sustainable wealth for people and their families through diligent financial management and investing.
What makes us unique?
At Carte Wealth Management Inc. and Carte Risk Management Inc. we understand that clients place value in solutions, not products. Clients are seeking an advisor who they can trust to coordinate their financial needs into a cohesive financial plan. We will support you, whether you need full strategic planning services or if you just need us to open some doors.
Our management team is always just a phone call away. We believe that each and every representative relationship starts with great planning and an outstanding service-oriented infrastructure.
Carte Wealth Management Inc. is a mutual fund and exempt market products dealer in the provinces of Alberta, British Columbia and Ontario and a mutual fund dealer in the provinces of Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Prince Edward Island, Quebec and Saskatchewan, providing clients with mutual fund investment solutions.
Carte Risk Management Inc. is an insurance managing general agency licensed in the province of Ontario, providing clients with life insurance products and services as well as segregated fund investment solutions.
Harvest Wealth is a trusted financial planning firm with deep roots in Nova Scotia. With over 100 years of combined experience, we’ve proudly supported families throughout the Annapolis Valley and other rural communities.
Our mission is to educate and empower individuals and families in all aspects of financial well-being. From retirement and insurance planning to tax strategies, business solutions, and estate planning—we offer a wide range of services tailored to your needs.
We’re passionate about seeing our communities thrive, and we believe real change starts with small, intentional steps. At Harvest Wealth, we walk alongside you to build a more secure and prosperous future.
At Edgington Wealth, we take a forward-thinking approach to managing your wealth. To that end, we focus on building your wealth with comprehensive strategies, protecting your legacy with conscience-led investing, and helping you enjoy your future for many years to come.
Our team provides outstanding wealth management strategies to a select group of successful families, and women, who are experiencing significant life changing events. We help our clients achieve financial security and comfort, giving you the confidence that you are on track to live the life that you want.