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.
WHAT WE OFFER
At Louisbourg Investments, we provide investment management, and advisory services to open and receptive clients in a motivated and collaborative environment. We want each interaction to feel like a valued partnership built on long-term growth.
We pride ourselves in the disciplined and thoughtful manner in which we offer our services. Working with pensions, nonprofits, family offices and high net worth individuals looking to enhance their growth, we offer a comprehensive suite of professional services designed to meet each client’s unique financial goals.
Professional investment management is just the beginning. Our clients also benefit from continuous advice, guidance and planning services from industry experts who are always here for them. By bringing all aspects of investment management under one roof, our clients benefit from a comprehensive suite of services at very competitive prices.
