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.

Jared Burns, CA, CPA
Gestionnaire principal, planification fiscale et successorale
Jared Burns détient un baccalauréat en commerce de Mount Allison University et il a obtenu la désignation de comptable agréé (CA) en 2012. Il a complété les trois niveaux du Programme fondamental d’impôt de CPA et le niveau 1 en vue de l’obtention du titre d’analyste financier agréé (CFA).
Jared a plusieurs années d’expérience en service de conseil fiscal, ayant travaillé pour deux firmes comptables multinationales avant de se joindre à l’équipe de Placements Louisbourg en 2016, où il occupe le poste de gestionnaire principal, planification fiscale et successorale. À ce titre, il travaille avec l’équipe d’investissement et d’autres professionnels externes pour identifier des occasions et élaborer des stratégies de planification fiscale et successorale propres à la situation unique et les besoins de leurs clients.
Jared est très engagé dans sa communauté. Il est membre du conseil d’administration du Repaire jeunesse de Moncton et siège au comité des finances de cet organisme. Il a été le trésorier du Club Rotary Sunrise de Moncton, il participe au Programme communautaire des bénévoles en matière d’impôt (PCBMI) et est un bénévole pour la littératie financière. Il est aussi un membre du Comité organisateur du tournoi de golf annuel de la Chambre de commerce pour le Grand Moncton et est engagé dans diverses causes caritatives.