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.
Marc Andre Castonguay, CFP®, CIM®
Senior Manager, Financial Planning
Marc André Castonguay joined the Louisbourg Investments team in 2014. As Senior Manager, Financial Planning, he helps the firm’s Private Wealth clients identify and prioritize their short, medium and long term goals and prepares customized financial plans to guide them in achieving those goals and identify opportunities to improve their financial situation. He also works closely with the portfolio managers to implement and monitor these plans.
Prior to joining Louisbourg Investments, Marc André worked for 15 years in the financial services industry in a variety of roles, including investment advice, financial planning, advisor training and product development.
Marc André holds a bachelor’s degree in business administration (finance major) from the Université de Moncton. He obtained his Certified Financial Planner (CFP®) designation in 2002 and Chartered Investment Manager (CIM®) designation in 2015. He regularly volunteers for the national professional body, FP Canada.