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.
Carl Xu, CFA
Analyste aux investissements
Carl Xu a rejoint Placements Louisbourg en janvier 2020 en tant qu'analyste aux investissements. Il fait partie de l'équipe de recherche qui étudie les entreprises publiques pour les stratégies de revenu fixe et d’actions. Carl exécute également les transactions demandées par nos gestionnaires de portefeuille.
Carl a obtenu un baccalauréat (majeure en finance) à l’Université de Toronto. Au cours de ses études, il a fait partie de l'AIESEC et de l'exécutif des finances de l'ENA.
Avant de se joindre à l’équipe Louisbourg, Carl était analyste à RBC, au Régime de retraite des enseignantes et des enseignants de l’Ontario et à la Banque Scotia.
Shawn a obtenu le titre de CFA en février 2022.