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.

Charlotte Liang
Analyste, comptabilité de portefeuille
Charlotte s’est jointe à l’équipe de Placements Louisbourg en septembre 2021. À titre d’analyste en comptabilité de portefeuille, elle est responsable de mesurer, analyser, valider et rapporter le rendement des placements et les mesures de risque. Elle s’occupe également de rééquilibrer les portefeuilles de placements et contribue à l’automatisation et l’amélioration continue des processus opérationnels.
Charlotte détient un baccalauréat en administration des affaires (avec honneurs en finance et une concentration en comptabilité) de l’Université du Nouveau-Brunswick (UNB). Durant ses études, elle était analyste de recherche sur les actions au sein du Student Investment Fund. Elle était aussi membre de l’exécutif du UNB Finance Club.
Avant son arrivée chez Placements Louisbourg, Charlotte a travaillé comme auditrice chez Grant Thornton LLP. Elle a aussi complété un stage à la Société de gestion des placements Vestcor durant ses études à UNB.
Charlotte est présentement inscrite au programme d’analyste financier agréé (CFA).