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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 Money Market Fund


Investment Objective: The Louisbourg Money Market Fund seeks to provide investors stable total return over a short-term horizon.The Fund invests in Canadian Federal, Provincial, Municipal and related government agencies. It also invests in Corporate bonds as well as money market securities. The securities typically have short term maturities and the corporate bonds are primarily investment grade in nature.




Louisbourg Canadian Bond Fund


Investment Objective: The principal investment objective of the Louisbourg Canadian Bond Fund is to generate reliable income while emphasizing capital preservation. The fund will seek to achieve a reasonable rate of return over time arising from interest and capital gains. The Louisbourg Canadian Bond Fund will invest primarily in a portfolio of Canadian based fixed income assets denominated in Canadian currency. The fund will hold bonds of quality issuers that are considered to offer attractive risk adjusted returns both on an absolute and relative basis and will employ effective diversification, relative value and credit analysis.




Louisbourg Corporate Bond Fund


Investment Objective: The principal investment objectives of the Louisbourg Corporate Bond Fund is to generate reliable income while limiting default risk through investing principally in investment grade corporate bonds and other debt instruments issued by companies based in Canada or having substantial Canadian operations and, from time to time, bonds and debt instruments of Canadian federal, provincial and municipal governments. The Fund will seek to generate income through interest and capital gains and avoid capital losses by avoiding high default risk investments.




Louisbourg Preferred Share Fund


Investment Objective: The principal investment objective of the Louisbourg Preferred Share Fund is to generate high dividend income while focusing on capital preservation. The fund will be mainly composed of preferred shares 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.