MEET THE TEAM
MEET THE TEAM
Our team is our strength. Bringing so many dedicated individuals together helps us give our partners a service experience unlike any other. Everyone from management to operations, investment team to advisors has been carefully selected for the strengths they bring to the firm.
Our team members have proven in-depth knowledge of investment markets, portfolio management, investment analysis, economics, as well as tax and estate planning. Many team members hold one or several professional designations including chartered financial analyst (CFA), chartered investment manager (CIM®), certified financial planner (CFP®), chartered professional accountant (CPA) and fellow, Canadian Institute of Actuaries (FCIA), as well as Master's degrees in Business Administration (MBA) and Economics.
Our team is our strength. Bringing so many dedicated individuals together helps us give our partners a service experience unlike any other. Everyone from management to operations, investment team to advisors has been carefully selected for the strengths they bring to the firm.
Our team members have proven in-depth knowledge of investment markets, portfolio management, investment analysis, economics, as well as tax and estate planning. Many team members hold one or several professional designations including chartered financial analyst (CFA), chartered investment manager (CIM®), certified financial planner (CFP®), chartered professional accountant (CPA) and fellow, Canadian Institute of Actuaries (FCIA), as well as Master's degrees in Business Administration (MBA) and Economics.
At Louisbourg Investments, we focus on helping our clients grow. With access to a remarkable team of highly skilled professionals, we offer a complete service offering designed to enhance financial results.
Here for you.
We provide our clients with a unique ability to access a team of industry-leading experts. Our investment team, advisors and service staff are here to deliver quality solutions with a distinct focus on transparency, communication, and continuous availability.
No call centres, no layers of bureaucracy. Our team will always be here for you.
Focused. Aligned. Thoughtful.
Focusing and applying our professional strengths, aligning our client’s interests with our own and taking the time to offer thoughtful guidance and services are the cornerstones of what we offer at Louisbourg.
About Us
Louisbourg Investments is an independent investment management firm based in Moncton, NB. Since 1991, our focus has been to offer high quality investment management services and advisory services with a collaborative approach. Our registration as Portfolio Manager in each Canadian province allows us to provide discretionary investment solutions and holds us to an elevated standard of care towards our investors.
Our Services
Professional investment management is just the beginning. We work with pensions, nonprofits, family offices and high net worth individuals to provide tailored advice and solutions to enhance growth.
Our highly competitive cost structure is just one of the many ways we help our clients succeed. Doing more for less is our commitment to building long lasting relationships.
Recent Insights
