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.
Shawn Lavigne, CFA
Analyste aux investissements
Shawn Lavigne agit comme analyste des opérations chez Placements Louisbourg depuis mai 2017. Auparavant, il a été préposé à la clientèle pour diverses institutions financières.
Shawn a fait ses études à l’Université de Moncton d’où il a obtenu un baccalauréat en administration des affaires, avec concentration en finance.
À titre d’analyste des opérations, Shawn participe à la comptabilité des portefeuilles, aux calculs des rendements et à l’amélioration des processus. Il participe également à divers projets menés par la firme.
Shawn a obtenu le titre de CFA en septembre 2021.