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.
Marcel LeBlanc, CFP®, CIM®
Financial Planner, Associate Portfolio Manager
Marcel LeBlanc joined the Private Wealth Management Services team at Louisbourg Investments in September 2018. As a Financial Planner within the team, Marcel works with the investment team to offer personalized advice and financial planning solutions to our clients.
Marcel has been a financial advisor since 2008 and most recently spent many years building a financial advisory practice as an independent Financial Planner. He earned a bachelor’s degree in Business Administration with a concentration in Finance from Université de Moncton in 2008 and continued his education to earn the Certified Financial Planner (CFP®) designation in 2010 as well as his Certified Investment Manager (CIM®) designation in 2020.
A believer in the power of knowledge, Marcel has always made it his business to put financial literacy and client education at the core of his business. His entrepreneurial spirit has helped him develop a unique approach to the financial services business.
In his spare time, Marcel likes many outdoor activities and travelling with family and friends. He is also currently involved with a few charities and non-profit organizations in the area.