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.
Jeremy Nelson, CPA, CA
Relationship Manager
Jeremy Nelson joined the Louisbourg Investments team in 2023. As a relationship manager, he helps Private Wealth clients identify their financial goals and, with the support and expertise of the outstanding Louisbourg team, come up with sensible plans to see those goals realized.
Prior to joining Louisbourg Investments, Jeremy worked in public accounting, in corporate finance for both public and private companies. He holds a commerce degree from Mount Allison and obtained his CPA, CA designation in 2007. He's involved with various community organizations and is particularly passionate about arts and education causes.