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.
Marc Andre Castonguay, CFP®, CIM®
Gestionnaire principal, planification financière
Marc André Castonguay s’est joint à l’équipe de Placements Louisbourg en 2014. À titre de gestionnaire principal, planification financière, il aide nos clients de gestion privée à déterminer et prioriser leurs objectifs à court, moyen et long terme, et développe des plans financiers sur mesure pour les guider vers l’atteinte de ces objectifs, tout en identifiant des occasions pour améliorer leur situation financière. Il travaille aussi de près avec les gestionnaires de portefeuille pour la mise en œuvre et le suivi de ces plans.
Avant son arrivée chez Placements Louisbourg, Marc André a travaillé pendant 15 ans dans l’industrie des services financiers dans différents rôles incluant le service-conseil en placements, la planification financière, la formation de conseillers et le développement de produits.
Marc André détient un baccalauréat en administration des affaires (finance) de l’Université de Moncton. Il a obtenu la désignation de planificateur financier agréé (CFP®) en 2002 et celle de gestionnaire de placements agréé (CIM®) en 2015. Il est un bénévole de longue date pour l’organisme professionnel national FP Canada.