Louisbourg Investments is an investment management and financial planning firm for pension plans, pooled funds, insurance companies and individual portfolio holders.
Louisbourg Investments Inc. was founded in 1991 and is a partnership between Assumption Life and Montrusco Bolton Investments Inc. One of the few investment management firms established in the Atlantic Provinces, we have offices in Moncton and Halifax.
The company has experienced strong growth over the past several years, with assets under management currently totalling $1,214,000,000 in 2009 .
Louisbourg Investments has come to constitute the cornerstone of the Group.
Prudence, Growth and Peace of Mind
Our Private Client service is based on a rigorous process that ensures your personal and professional objectives are taken into consideration at every step of the way.
Our priority is your peace of mind.
A New Way of Managing Your Investments
In order to manage your assets effectively, we must first have a complete understanding of your personal situation and establish your investment policy. We take whatever time is needed to clearly grasp your objectives and your time horizon for achieving them, understand your specific tax considerations and determine your risk tolerance.
With this information in hand, we then prepare a customized investment policy, which, once you accept it, sets the guidelines according to which we manage your portfolio.
From that point on, we act in your best interests by managing your portfolio in a discretionary fashion, buying what we feel are the most suitable securities for you and selling them at the appropriate time. Most importantly, we meet our goals – capital preservation, sound risk management and consistently superior performance throughout market cycles – by building a long-lasting relationship with you based on trust and integrity.
Louisbourg Investments’ Private Client service enables you to build a well-structured portfolio designed to provide long-term returns in accordance with your stated expectations and your tolerance for risk.
While there are many choices when it comes to investing, we feel very strongly that our approach to investment management can be of significant benefit to you, especially compared to the alternatives available.
The following comments highlight just a few of the advantages of our Private Client service.
"Net Worth" Management
We tailor the investment management process to your personal objectives and consider all aspects of your personal situation.
Investment Policy
We ensure that initial portfolio construction and any future changes are made according to our discussions and respect the risk level originally established.
Discretionary Portfolio Management
You delegate the responsibility of day-to-day investment decisions for your portfolio to Louisbourg Investments. Our managers then concentrate on managing your portfolio and are able to react quickly to benefit from any opportunities that arise in the marketplace.
Direct Access to Managers and Analysts
A manager is responsible for your account and becomes your main contact person with Louisbourg Investments. This means that you are dealing directly with an investment professional.
Tax-Efficient Management
We use a segregated approach, meaning that rather than owning units of a fund, you hold the actual securities in your account. Tax implications are carefully considered prior to any transaction.
How to Contact Us:
We invite you to contact us for additional details on the services offered by Louisbourg Investments.
Telephone: 1 888 608-7070
E-mail: info@louisbourg.net
