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.
Derek Frail, CIM®, FCIA
Portfolio Manager
Derek Frail is a member of the firm's investment management team. He also serves as Portfolio Manager and offers direct services to Private Wealth Management clients.
Derek joined Louisbourg Investments in 2013. He previously worked for over 15 years as an actuary and a management team member of a life insurance company based in the Halifax region. He also worked as an investment advisor for 10 years.
Derek holds a bachelor of science (mathematics major) from Saint Mary’s University. He also obtained the chartered investment manager (CIM®) designation and is a Fellow of the Canadian Institute of Actuaries (FCIA).