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.
LEGAL NOTICE
Website terms and conditions of use
By visiting this Website, you accept to comply with the terms and conditions of use, that may be modified from time to time without notice by changes to this document. Make sure you read and understand the conditions. Each time you visit the Website, you are presumed to have read and accepted the terms and conditions of use. Visiting or continued use of the services offered through this Website signify that you accept the terms and conditions of use, including any changes to them. Louisbourg Investments Inc (“Louisbourg”) will post any changes on the Website. Please look at all changes and updates. If you do not accept the terms and conditions, please do not use this Website. The terms and conditions and your use of this Website are governed by the laws of the Province of New Brunswick and all other relevant laws of Canada.
Limitation of liability
All information and materials published, distributed or otherwise made available on the Louisbourg Website are provided for informational purposes, for your non-commercial, personal use only. No information or materials published on the Louisbourg Website constitutes a solicitation, an offer, or a recommendation to buy or sell any investment instruments, to affect any transactions, or to conclude any legal act of any kind whatsoever.
Louisbourg does not provide investment, legal or tax advice through the Louisbourg Website and nothing herein should be construed as being financial, legal, tax or other advice. Louisbourg does not represent that any securities or services discussed are suitable for any investor. No investment or other decisions should be made solely based on the contents or information found on the Louisbourg Website.
When deciding your investments, you should seek the advice of a professional financial advisor or qualified expert. The information contained on this Website is accurate and reliable at the time of publication on the site; however, we cannot guarantee that it will remain accurate, reliable, complete or up-to-date. This information may be modified. We assume no responsibility for any losses incurred due to the use of this Website or to the unavailability of this Website. Unless noted to the contrary, the information is not verified and is provided “as is.” We make no claims that this Website will not experience interruptions or be free of errors, that such flaws will be corrected, that the site or the server that hosts it is free of viruses or other harmful elements.
Availability of products
The products and services provided on this Website are:
– Subject to the terms and conditions of applicable laws; and
– Provided only in certain provinces and territories of Canada or other jurisdictions where they may be offered lawfully.
Louisbourg and the Louisbourg Funds are not registered under the laws of the United States of America, and as such Louisbourg Investments’ advisory services and the Louisbourg Funds are not offered within the United States of America.
The information contained on this Website must not be considered as offers or solicitations to buy or sell any funds investment or any other product, service or information to any person in any jurisdiction where offers or solicitation are prohibited by law or to any person to whom it is prohibited to make an offer or solicit.
If you choose to use this Website outside Canada, you are solely responsible for complying with all relevant local, national and international laws. You may not use, export or re-export any information contained on this Website, or copy any parts in violation of all relevant laws and regulations, including the laws and regulations relating to exporting from Canada.
Copyright
All information contained on the Website of Louisbourg is protected by applicable copyright laws. It is prohibited to copy, distribute, modify, post or use any text, image, video clip, program code or user interface design or logo. Any unauthorized use or reproduction of these brands and names is strictly prohibited.
General waiver of responsibility
The information contained in this communication is subject to change without notice and Louisbourg cannot be held responsible for any inaccuracies in the information provided. The information contained on this Website does not constitute specific advice of a financial, legal, accounting, tax or investment nature. Please consult your personal advisor before making any investment decisions.
It is prohibited to download, retransmit, record on any support whatsoever, copy, redistribute, reproduce or republish it for any purpose.
Internet and e-mail
The confidentiality and security of e-mail transmission via the Internet are not guaranteed. E-mail communications are not confidential and may be intercepted, lost or even modified. Louisbourg is not responsible for harm or damages that you or any other person may undergo by transmitting e-mail containing personal or confidential information via Internet to Louisbourg, or from e-mail that Louisbourg sends to you at your request.
Use of the Website
Louisbourg is not responsible for any damage (direct, indirect, special, economic, consecutive, exemplary or punitive) incurred following use or unavailability of this Website, its content, or any action or decision taken by you or another person based on the Website, its content or any other unauthorized use or reproduction of the Website or its contents.
Statement of confidentiality
Louisbourg is committed to protecting the privacy of its clients. The protection of personal information is essential to the trust of our clients and the integrity of our brand. All our employees are obliged to maintain confidential all personal information to which they have access. The conduct of each employee of Louisbourg is governed by Louisbourg’s Code of Conduct and Confidentiality Policy that set out provisions concerning personal and confidential information. All employees must confirm their adherence to the Code of Conduct upon joining the company and on an annual basis.
To view Louisbourg Investments Inc.’s Confidentiality Policy in its entirety, click here.
Server log files
To better understand your needs and improve our Website thus, we collect information such as the number of hits on our site, the pages most frequently accessed and information about access to our secure Website. This information comes from server log files from which we compile overall statistics to improve our site and the services we provide to our clients.