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.
Robert Currie, CFA
Gestionnaire de portefeuille
Robert a joint Louisbourg en 2016 en tant qu'analyste en placements et est maintenant gestionnaire de portefeuille adjoint des stratégies d'actions américaines et internationales. Il a obtenu son baccalauréat en commerce de l'Université Mount Allison (MTA) et est titulaire de la charte CFA. En tant que membre senior de l'équipe d'investissement, Robert joue un rôle crucial en contribuant à la recherche sur les actions. Il joue également un rôle dans la gestion de l'allocation d'actifs au sein des solutions de portefeuille d'Assomption Vie. Il reste actif au MTA en tant que conférencier invité et participe à la gestion du club d'investissement.