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.
WHO WE ARE
Louisbourg Investments is a leading portfolio management firm in Atlantic Canada founded in 1991. We strategically manage over $2 billion in assets on behalf of institutions, foundations and private clients.
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As a registered portfolio management firm based in Moncton, NB, we offer access to high quality investment management and advisory services. Our ability to leverage our team’s diverse expertise, focus on our client’s unique goals and develop thoughtful solutions is what sets us apart.
Our fiduciary standard of care towards our clients reinforces our commitment to integrity and ethics which is integrated in everything we do.
OUR TEAM
Our team is our strength. Bringing dedicated and talented individuals together helps us give our clients a service experience unlike any other. Each professional, from management to operations, investment team to advisors, has been carefully selected for the strengths they bring to the firm.
Philosophy
At Louisbourg Investments, our mission is to employ our team’s extensive knowledge, experience & expertise to enhance our client’s financial growth. We believe that combining professional investment management and high quality advisory services
under one roof offers a complete service offering at very competitive pricing.
Investing
We consider ourselves guardians of the financial assets entrusted to us. That’s why our investment team works tirelessly to grow and protect these assets using a disciplined approach to investing. As long term fundamental investors we combine extensive in-house company research to a bottom-up investment approach using specific security selection drivers to help us invest in strong companies.