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.
Derek Frail, CIM®, FCIA
Gestionnaire de portefeuilles
Derek Frail fait partie de l’équipe de gestion des investissements de Placement Louisbourg en plus d’agir comme gestionnaire de portefeuilles et d’offrir un service direct aux clients en gestion privée.
Derek s’est joint à Placements Louisbourg en 2013. Auparavant, il a travaillé pendant plus de 15 ans comme actuaire et membre de l’équipe de gestion d’une compagnie d’assurance vie de la région d’Halifax. Il a aussi été conseiller en placement durant une dizaine d’années.
Derek Frail est détenteur d’un baccalauréat ès sciences (majeure mathématiques) de Saint Mary’s University. Il a obtenu la désignation gestionnaire d’investissement agréé (CIM®), et est aussi Fellow de l’Institut canadien des actuaires (FICA).