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.
Jeremy Nelson, CPA, CA
Gestionnaire des relations
Jeremy Nelson s'est joint à l'équipe de Placements Louisbourg en 2023. En tant que gestionnaire des relations, il aide les clients de gestion privée à identifier leurs objectifs financiers et, avec le soutien et l'expertise de l'équipe exceptionnelle de Louisbourg, à élaborer des plans raisonnables pour réaliser ces objectifs.
Avant de se joindre à Placements Louisbourg, Jeremy a travaillé en comptabilité publique, en finance d'entreprise pour des sociétés publiques et privées. Il détient un diplôme en commerce de Mount Allison et a obtenu son titre de CPA, CA en 2007. Il participe à divers organismes communautaires et se passionne particulièrement pour les causes liées aux arts et à l'éducation.