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.
Mathieu Roy, CFA
VP and Portfolio Manager
Mathieu Roy is responsible for equity management at Louisbourg Investments. Since 1999, he has taken part in managing the firm's equity funds. He began his career as an analyst with the firm.
Over the years, Mathieu has successfully carried out various equity management mandates. He currently manages the Louisbourg Canadian Equity Fund, the Louisbourg Dividend Fund, the Louisbourg Canadian Small Cap Equity Fund and the Louisbourg Preferred Share Fund. He was a board member of the Atlantic Canada CFA association for a number of years.
Mathieu also wrote an investment column for the New Brunswick-based newspaper L'Étoile and is periodically asked to comment on the markets and economic issues on Ici Radio-Canada radio. He also taught finance at the University of Moncton. He holds the chartered financial analyst (CFA) designation and obtained his bachelor's degree in business administration (finance major) from the Université de Moncton.