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.
Jared Burns, CPA, CA
Senior Manager, Tax and Estate Planning
Jared Burns holds a bachelor’s degree in commerce from Mount Allison University. He obtained his chartered accountant (CA) designation in 2012 and has completed the CPA Indepth Taxation curriculum and has completed level I of the chartered financial analyst (CFA) program.
Jared worked in tax advisory services for several years at two multinational accounting firms before joining Louisbourg in 2016. At Louisbourg Investments, he is the Senior Manager of Tax and Estate Planning where he works with their investment team, clients and other professional service providers to identify tax and estate planning opportunities custom to client’s unique circumstances and needs.
He is on the board of the Greater Moncton Boys and Girls Club and sits on the finance committee. He was the treasurer of the Moncton Sunrise Rotary Club, he’s a participant of the Community Volunteer Income Tax Program (CVITP), a Financial Literacy Volunteer, a committee member for the Greater Moncton Chamber of Commerce Annual Golf Tournament and actively supports various charitable causes.