About Louisbourg Investments
Louisbourg Investments is one of the leading portfolio management and investment advisory firms in Atlantic Canada and is 100% owned by regional stakeholders.
Founded in 1991, Louisbourg Investments has grown from humble beginnings to now managing over $2 billion in assets for clients across the country. The firm is 30% owned by members of the management team and 70% owned by Assumption Life.
The Louisbourg Investments team is comprised of a diverse group of experts working together for the realization of your financial objectives. Our team members hold a variety of 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.
Louisbourg Investments is focused on integrity, ethics and a client-centred approach. These core values guide the firm's investment decisions and its day-to-day management.