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.
GESTION INSTITUTIONNELLE
Placements Louisbourg gère des actifs qui lui sont confiés par des régimes de retraite, des organismes sans but lucratif, des sociétés d’assurance, des bureaux de gestion de patrimoine et d’autres mandats spécialisés. Notre entreprise se distingue par sa stabilité à long terme, son processus rigoureux en matière de placements et sa capacité à répondre adéquatement aux besoins financiers propres à chacun de ses clients.
Chaque client a sa propre histoire, et nous croyons que la meilleure façon de répondre à leurs besoins est de créer un portefeuille et un modèle de service adaptés à chacun. Placements Louisbourg est fier d’offrir à ses clients institutionnels l’accès à son personnel de service et à son équipe de placements.
Nos clients peuvent compter sur la transparence, l’accès continu à des professionnels hautement qualifiés et des solutions de grande qualité.
Stratégies de Placement
Afin de répondre aux besoins particuliers des clients, nous assurons la gestion de diverses stratégies de placement. Grâce à l’ampleur de nos actifs sous gestion et à notre plateforme souple, nous pouvons bâtir des portefeuilles en faisant appel à un large éventail de titres individuels ou aux fonds communs de Placements Louisbourg.