Our People

The Louisbourg investment team is composed of fourteen investment professionals (4 CFA charter holders as well as 4 that hold Master's Degrees in related fields) with a support team of four. The investment professionals are located in both the Moncton and Halifax offices. Our team is small by design, as we believe that it increases our accountability, better facilitates consensus decision making, and eliminates bureaucratic paralysis. We have individual Portfolio Managers at the head of our Canadian Equity, Foreign Equity, and Fixed Income mandates, with analysts beneath each. Our teams are structured to improve accountability and to better align our performance objectives against relevant benchmarks. We also believe that it generates improved awareness by requiring our portfolio managers to keep their finger on the pulse of their respective products. We supplement this generalist approach by using sector specific, sell-side research analysts where necessary.

Assumption Life provides deep resources in corporate accounting, human resources, portfolio accounting and legal matters. This allows the Louisbourg Team to be totally focused on investment management for our clients while being well supported with significant resources.

Luc Gaudet, CFA
President and Chief Executive Officer

Mathieu Roy, CFA
Vice-President, Portfolio Manager

Heather Hurshman, MA
Vice-President, Portfolio Manager

Michael Mills, MBA, CFA
Portfolio Manager

Donald Ellsworth, MBA, CIM®
Portfolio Manager, Private Clients

Scott Lewis, MBA, CIM®
Director, Private Client

Derek Frail, FCIA, CIM®
Portfolio Manager

Jared Burns, CPA, CA
Manager, Tax & Estate Planning

Marc André Castonguay, CFP®, CIM®
Manager, Client Service

Graham Hastings, CFP®
Investment Counsellor

Emerson Savage
Manager, Operations

Daniel Robichaud, CFA
Investment Analyst

Robert Currie

Investment Analyst

Razin Hussain
Investment Analyst

Harrison Griffin
Investment Analyst

Élaine Lang
Compliance Analyst

Shawn Lavigne
Operations Analyst

Yvette Melanson
Administrative Assistant

Lucille LeBlanc
Administrative Assistant

Caroline Sippley
Investment Assistant

Stéphanie Robichaud
Administrative Assistant