IA

Ian Aitken

President & CEO

Pembroke Private Wealth Management

Montreal, Quebec


Contact Information

Email
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Company Information

Company
Pembroke Private Wealth Management
Industry
investment management
Employees
45.0
Seniority
C suite
Annual Revenue
21393000.0
Website

Technologies

Salesforce Outlook Microsoft Office 365 Hubspot Barracuda Networks Apache Vimeo Google Tag Manager Nginx Google Analytics Mobile Friendly WordPress.org Linkedin Marketing Solutions Remote

Keywords

investment management alignment with investors quality growth investing active investing wealth management financial planning investment management agreement investment strategies family office investment research asset allocation portfolio management private wealth sustainable growth mutual funds pooled funds client relations risk management equity funds fixed income funds canadian investments usd growth funds long-term investments responsible investing capital allocation market opportunities performance tracking securities selection tax efficiency investment advisors high-conviction portfolios corporate governance financial advisory non-institutional investors client-specific solutions investment goals market volatility growth companies institutional investors global investments environmental management social impact investing research-driven investing equity strategies bond strategies diverse portfolios capital preservation small cap investments mid cap growth dividend growth financial security client portals virtual presentations wealth creation investment philosophy active management financial services financial consulting consulting management consulting

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