PRIVATE WEALTH

At Louisbourg Investments, we offer private wealth management services to high-net-worth families, high-potential professionals and business owners. We provide our clients with a personalized planning approach to enhance growth and bring their 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 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.





Canadian 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.





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.