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.
Zoelie Guitard
Associée, investissements
Zoelie s'est jointe à l'équipe de Placements Louisbourg en mai 2022. Zoelie détient un baccalauréat en administration des affaires (spécialisation en finance) de l'Université de Moncton. Elle est présentement étudiante à la Maitrise en Science de la gestion (finance) à l'Université de Moncton également. Durant ses études, elle a été présidente de l'association étudiante de la faculté d'administration à l'Université de Moncton et était aussi membre de l'exécutif du Regroupement étudiant des facultés d'administration à l'est du Canada.
Zoelie a aussi débuté le processus d'obtention du titre d'analyste financier agréé (CFA).