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.
COMPLAINTS
Louisbourg Investments Inc.’s designated Complaints Officer is Luc Gaudet, Chief Executive Officer & Chief Compliance Officer of Louisbourg Investments Inc.
Clients wishing to lodge a complaint concerning their Louisbourg Investments Inc’s Advisor or concerning Louisbourg Investments Inc. in general may contact Luc Gaudet, via e-mail, regular mail or by telephone at the following addresses / numbers:
luc.gaudet@louisbourg.net
1 (506) 383-5247
770 Main St, Suite 1000
Moncton, NB E1C 1E7
If you do not wish to make a complaint but report a dishonest act anonymously, visit our whistleblowing page (shared with Assumption Life, our parent company).
*You may also contact Luc Gaudet for additional information about Louisbourg Investments Inc.’s complaint handling process.
**Louisbourg Investments Inc. is a member in good standing with the Ombudsman for Banking Services and Investments (OBSI).