PRIVATE WEALTH

At Louisbourg Investments, we offer private wealth management services to high-net-worth individuals and families. We provide our clients with a personalized planning approach to bring our partner’s goals to life.

Our comprehensive approach to wealth management begins with understanding your financial circumstances, unique needs, goals and tolerance for risk. We then create a strategy suited to your situation and financial objectives. As a partner in your long term growth, our team becomes trusted advisors who guide you through all aspects of your finances.

 

Our highly specialized and knowledgeable advisory team works together with your existing accountants, tax advisors and lawyers to ensure optimal asset management and a comfortable process.

Investment Strategies

We manage a variety of investment strategies to meet clients' specific needs. Our scale in assets under management and our flexible platform give us the ability to construct custom portfolios using a wide range of individual securities or using our own Louisbourg pooled fund strategies listed below.​

Fixed Income

Louisbourg Dividend Fund


Investment Objective: The principal investment objectives of the Louisbourg Dividend Fund is to achieve long term capital appreciation, through a combination of capital gains, income, dividends or other return of capital, by principally investing in the equity securities (or equivalent) of Canadian Companies. Normally, the Fund as a whole will be invested in order to achieve an attractive distribution on capital




Louisbourg Canadian Equity Fund


Investment Objective: The principal investment objectives of the Louisbourg Canadian Equity Fund is to achieve long term capital appreciation through a combination of capital gains, income, dividends or other return of capital, by investing principally in equity securities (or equivalent) of issuers listed on a Canadian stock exchange or having substantial Canadian operations.




Louisbourg Canadian Small Cap Equity Fund


Investment Objective: The principal investment objectives of the Louisbourg Canadian Small Cap Fund is to achieve long term capital appreciation through a combination of capital gains, income, dividends or other return of capital, by investing principally in small capitalization equity securities (or equivalent) of issuers listed on a Canadian stock exchange or having substantial Canadian operations (“Canadian Companies”).




Louisbourg Quantitative Canadian Equity Fund


Investment Objective: The principal investment objectives of the Louisbourg Quantitative Canadian Equity Fund is to achieve long term capital appreciation through a combination of capital gains, income, dividends or other return of capital, by investing principally in equity securities (or equivalent) of issuers listed on a Canadian stock exchange or having substantial Canadian operations.





Canadian Equity

Louisbourg Dividend Fund


Investment Objective: The principal investment objectives of the Louisbourg Dividend Fund is to achieve long term capital appreciation, through a combination of capital gains, income, dividends or other return of capital, by principally investing in the equity securities (or equivalent) of Canadian Companies. Normally, the Fund as a whole will be invested in order to achieve an attractive distribution on capital




Louisbourg Canadian Equity Fund


Investment Objective: The principal investment objectives of the Louisbourg Canadian Equity Fund is to achieve long term capital appreciation through a combination of capital gains, income, dividends or other return of capital, by investing principally in equity securities (or equivalent) of issuers listed on a Canadian stock exchange or having substantial Canadian operations.




Louisbourg Canadian Small Cap Equity Fund


Investment Objective: The principal investment objectives of the Louisbourg Canadian Small Cap Fund is to achieve long term capital appreciation through a combination of capital gains, income, dividends or other return of capital, by investing principally in small capitalization equity securities (or equivalent) of issuers listed on a Canadian stock exchange or having substantial Canadian operations (“Canadian Companies”).




Louisbourg Quantitative Canadian Equity Fund


Investment Objective: The principal investment objectives of the Louisbourg Quantitative Canadian Equity Fund is to achieve long term capital appreciation through a combination of capital gains, income, dividends or other return of capital, by investing principally in equity securities (or equivalent) of issuers listed on a Canadian stock exchange or having substantial Canadian operations.





Foreign Equity

Louisbourg US Equity Fund


Investment Objective: The principal investment objectives of the Louisbourg US Equity Fund is to achieve long term capital appreciation through a combination of capital gains, income, dividends or other return of capital, by principally investing in equity securities (or equivalent) of companies listed on a United States stock exchange or having substantial United States operations




Louisbourg International Equity Fund


Investment Objective: The principal investment objective of the Louisbourg International Fund is to achieve long term capital appreciation through investments in equity securities of issuers based in Europe, Australia and the Far East or other international markets.





Toll-free: 1 888 608-7070
Moncton

1000 -770 Main Street
Moncton, NB E1C 1E7

Halifax

100 - 200 Waterfront Drive
Bedford, NS B4A 4J4

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