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.
Charlotte Liang
Analyst, Portfolio Analytics
Charlotte Liang joined Louisbourg Investments in September 2021. As a portfolio analytics analyst, her main responsibilities include measuring, analyzing, validating and reporting investment performance and risk measures, preparation of client reporting and proposals, rebalancing of investment portfolios as well as contributing to automation and continuous improvement of operational processes.
Charlotte completed her bachelor’s degree (honours in finance and concentration in accounting) at the University of New Brunswick. During her studies, she was enrolled in the Student Investment Fund as an equity research analyst. She was also one of the executives for the UNB Finance Club.
Prior to joining the team, Charlotte worked at Grant Thornton LLP as an auditor. She had also completed her internship at Vestcor Investment Management Corporation during her studies at UNB.
Charlotte is currently enrolled in the chartered financial analyst (CFA) program.