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.
Mike Moores, CFP®, CIM®
Gestionnaire des relations
avec les clients
Mike Moores s’est joint à l’équipe de Placements Louisbourg, à notre bureau d’Halifax, en septembre 2019 comme Gestionnaire des relations d’affaires. Ses responsabilités primaires sont le développement d’affaires et le service à notre clientèle de gestion privée. Il est aussi en charge du développement et de la gestion des programmes d’épargne-retraite collectifs chez Louisbourg. Il assure également un service à nos clients institutionnels et participe au développement de ce secteur.
Mike détient un baccalauréat en commerce de l’université Saint Mary’s de même que la désignation Certified Financial Planner (CFP). Il a aussi récemment compléter la désignation Gestionnaire de placements agréé (CIM).
Avant de se joindre à Louisbourg, Mike était vice-président d’une importante firme de services financiers au Canada atlantique où il gérait les secteurs de régime de pension et de planification financière.
Mike est entraîneur de basketball depuis 25 ans et préside le Dartmouth Celtics Basketball Club à Dartmouth N-É. Il est aussi membre du comité organisateur du tournoi de golf annuel pour la fondation du Dartmouth General Hospital.