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PRIVATE WEALTH

At Louisbourg Investments, we offer private wealth management services to high-net-worth families, high-potential professionals and business owners. We provide our clients with a personalized planning approach to enhance growth and bring their goals to life.

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Our comprehensive approach to wealth management begins with understanding your financial circumstances, unique needs, goals and tolerance for risk. We then create a strategy suited to your situation and financial objectives. As a partner in your long term growth, our team becomes trusted advisors who guide you through all aspects of your finances.

 

Our highly specialized and knowledgeable advisory team works together with your existing accountants, tax advisors and lawyers to ensure optimal asset management and a comfortable process.

Investment Strategies

We manage a variety of investment strategies to meet clients' specific needs. Our scale in assets under management and our flexible platform give us the ability to construct custom portfolios using a wide range of individual securities or using our own Louisbourg pooled fund strategies listed below.​

  • Endowments and Foundations
    Endowments and foundations face significant challenges when it comes to balancing long-term sustainability and short-term philanthropy, especially in the current low yield environment. Our fully consultative solutions provide a roadmap for how endowments and foundations can meet their objectives. Why endowments and foundations choose Louisbourg: Strategic asset allocation development Board education, peer trends, and benchmarking Investment and disbursement policy consulting Diverse investment capabilities
  • Pensions
    Louisbourg has partnered with many types of pensions including public and private defined benefit plans, shared risk plans, and defined contribution plans. A refined investment process and sophisticated risk management techniques allow us to deliver pensions exceptional results. Why pensions choose Louisbourg: Balanced/multi-asset strategies Liability-driven investing (LDI) strategies Investment policy statement development Thought leadership and industry best practices Diverse investment capabilities
  • Insurers
    Insurers face many complexities in the management of their investment portfolios, from tax considerations to regulatory capital requirements and more. Louisbourg has served both life and property and casualty insurers alike since its inception and makes this wealth of experience available to insurer clients. Why insurers choose Louisbourg: Capital-efficient investing: portfolio construction considering both yield and capital charges Sensitivity modelling for Minimum Capital Test (MCT) and Life Insurance Capital Adequacy Test (LICAT) regulation Tax-efficient investing to optimize after-tax portfolio yields Thought leadership and insurer-focused research Diverse investment capabilities
  • Family Offices
    High net worth and ultra-high net worth individuals and families trust Louisbourg to provide highly refined investment solutions. Why family offices choose Louisbourg: Custom tax-efficient strategies Access to our highly specialized private wealth management team for complex financial and estate planning issues Research and direct access to investment team Diverse investment capabilities
  • Endowments and Foundations
    Endowments and foundations face significant challenges when it comes to balancing long-term sustainability and short-term philanthropy, especially in the current low yield environment. Our fully consultative solutions provide a roadmap for how endowments and foundations can meet their objectives. Why endowments and foundations choose Louisbourg: Strategic asset allocation development Board education, peer trends, and benchmarking Investment and disbursement policy consulting Diverse investment capabilities
  • Pensions
    Louisbourg has partnered with many types of pensions including public and private defined benefit plans, shared risk plans, and defined contribution plans. A refined investment process and sophisticated risk management techniques allow us to deliver pensions exceptional results. Why pensions choose Louisbourg: Balanced/multi-asset strategies Liability-driven investing (LDI) strategies Investment policy statement development Thought leadership and industry best practices Diverse investment capabilities
  • Insurers
    Insurers face many complexities in the management of their investment portfolios, from tax considerations to regulatory capital requirements and more. Louisbourg has served both life and property and casualty insurers alike since its inception and makes this wealth of experience available to insurer clients. Why insurers choose Louisbourg: Capital-efficient investing: portfolio construction considering both yield and capital charges Sensitivity modelling for Minimum Capital Test (MCT) and Life Insurance Capital Adequacy Test (LICAT) regulation Tax-efficient investing to optimize after-tax portfolio yields Thought leadership and insurer-focused research Diverse investment capabilities
  • Family Offices
    High net worth and ultra-high net worth individuals and families trust Louisbourg to provide highly refined investment solutions. Why family offices choose Louisbourg: Custom tax-efficient strategies Access to our highly specialized private wealth management team for complex financial and estate planning issues Research and direct access to investment team Diverse investment capabilities
  • Endowments and Foundations
    Endowments and foundations face significant challenges when it comes to balancing long-term sustainability and short-term philanthropy, especially in the current low yield environment. Our fully consultative solutions provide a roadmap for how endowments and foundations can meet their objectives. Why endowments and foundations choose Louisbourg: Strategic asset allocation development Board education, peer trends, and benchmarking Investment and disbursement policy consulting Diverse investment capabilities
  • Pensions
    Louisbourg has partnered with many types of pensions including public and private defined benefit plans, shared risk plans, and defined contribution plans. A refined investment process and sophisticated risk management techniques allow us to deliver pensions exceptional results. Why pensions choose Louisbourg: Balanced/multi-asset strategies Liability-driven investing (LDI) strategies Investment policy statement development Thought leadership and industry best practices Diverse investment capabilities
  • Insurers
    Insurers face many complexities in the management of their investment portfolios, from tax considerations to regulatory capital requirements and more. Louisbourg has served both life and property and casualty insurers alike since its inception and makes this wealth of experience available to insurer clients. Why insurers choose Louisbourg: Capital-efficient investing: portfolio construction considering both yield and capital charges Sensitivity modelling for Minimum Capital Test (MCT) and Life Insurance Capital Adequacy Test (LICAT) regulation Tax-efficient investing to optimize after-tax portfolio yields Thought leadership and insurer-focused research Diverse investment capabilities
  • Family Offices
    High net worth and ultra-high net worth individuals and families trust Louisbourg to provide highly refined investment solutions. Why family offices choose Louisbourg: Custom tax-efficient strategies Access to our highly specialized private wealth management team for complex financial and estate planning issues Research and direct access to investment team Diverse investment capabilities
  • Endowments and Foundations
    Endowments and foundations face significant challenges when it comes to balancing long-term sustainability and short-term philanthropy, especially in the current low yield environment. Our fully consultative solutions provide a roadmap for how endowments and foundations can meet their objectives. Why endowments and foundations choose Louisbourg: Strategic asset allocation development Board education, peer trends, and benchmarking Investment and disbursement policy consulting Diverse investment capabilities
  • Pensions
    Louisbourg has partnered with many types of pensions including public and private defined benefit plans, shared risk plans, and defined contribution plans. A refined investment process and sophisticated risk management techniques allow us to deliver pensions exceptional results. Why pensions choose Louisbourg: Balanced/multi-asset strategies Liability-driven investing (LDI) strategies Investment policy statement development Thought leadership and industry best practices Diverse investment capabilities
  • Insurers
    Insurers face many complexities in the management of their investment portfolios, from tax considerations to regulatory capital requirements and more. Louisbourg has served both life and property and casualty insurers alike since its inception and makes this wealth of experience available to insurer clients. Why insurers choose Louisbourg: Capital-efficient investing: portfolio construction considering both yield and capital charges Sensitivity modelling for Minimum Capital Test (MCT) and Life Insurance Capital Adequacy Test (LICAT) regulation Tax-efficient investing to optimize after-tax portfolio yields Thought leadership and insurer-focused research Diverse investment capabilities
  • Family Offices
    High net worth and ultra-high net worth individuals and families trust Louisbourg to provide highly refined investment solutions. Why family offices choose Louisbourg: Custom tax-efficient strategies Access to our highly specialized private wealth management team for complex financial and estate planning issues Research and direct access to investment team Diverse investment capabilities
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