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.
Mathieu Roy, CFA
VP et gestionnaire de portefeuilles
Mathieu Roy est responsable de la gestion des actions à Placements Louisbourg et participe à la gestion des fonds d’actions de la firme depuis 1999. Il a commencé sa carrière comme analyste chez Placements Louisbourg.
Au fil des ans, il a assumé avec succès des mandats variés de gestion d’actions. Il gère actuellement le Fonds d’actions canadiennes Louisbourg, le Fonds de dividendes Louisbourg, le Fonds d’actions canadiennes à petite capitalisation Louisbourg et le Fonds d’actions privilégiées Louisbourg. Il a été membre du conseil d’administration de l’association CFA du Canada atlantique pendant plusieurs années.
Mathieu Roy a été chroniqueur en placements pour le journal provincial L’Étoile et est périodiquement appelé à commenter sur les marchés et l’économie à la radio d’Ici Radio-Canada. Il a également enseigné des cours de finance à l’Université de Moncton. Il détient la désignation d’analyste financier agréé (CFA) et a obtenu son baccalauréat en administration des affaires (finance) à l’Université de Moncton.