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Understanding Risk

Volatility and Your Investments

Wealth Series
Date:
May 8, 2024

As markets fluctuate and investor sentiment shifts, understanding the underlying risks and volatility becomes critical to making sound investment decisions.

Martin Tzakov and Fiona Tan held session designed for investors who want to deepen their understanding of the impact of market volatility on investment portfolios, and Pembroke’s strategies for mitigating risk while seeking growth.

Do not miss this opportunity to improve your investment knowledge by watching this session.

Recording

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Pembroke Speakers

Fiona Tan, CIM®

Vice President, Account Manager

Fiona Tan is a trusted advisor to Pembroke’s high-net-worth, multi-generational families. With a background in finance and economics, she combines analytical rigour with empathy to help her clients articulate and achieve their financial goals. A core component of Fiona’s approach is adapting to each client’s investment personality to help them make financial decisions.

Martin Tzakov, CFA

Partner, Portfolio Manager

Martin Tzakov co-leads Pembroke’s Canadian All-Cap strategy, with a focus on healthcare and consumer sectors. Known for his analytical depth and long-term approach, he also mentors future investors through Concordia University and supports community health initiatives as Co-President of the CHU Sainte-Justine Foundation’s Winter Triathlon Organizing Committee.

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