Marc Andre Castonguay, CFP®, CIM®
Director, Financial Planning
Marc André Castonguay joined the Louisbourg Investments team in 2014. As Director, 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, and is currently a member of their Conduct Review Panel.