Smart Money. Smart Service.

Louisbourg Investments has been servicing clients for over 25 years and strategically manages more than $2 billion in assets on behalf of institutions, foundations and private clients. Our ability to understand your goals and develop custom-tailored investment solutions designed to meet your needs is what sets us apart.


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Institutional management

Large and small institutions alike rely on our team of experts for investment solutions designed to achieve their goals. Over the years, our innovative and team-based approach, knowledge and flexibility have proved invaluable to our clients. Read more

Private wealth management

Building wealth takes hard work and determination—values that our team put into practice everyday. Our goal is to preserve and grow your assets in keeping with a comprehensive plan to realize your financial objectives.
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Why select Louisbourg Investments?

“We measure our success by the success of our clients.  Our team is comprised of experts who work every day to ensure our institutional and individual clients reach their financial goals through professional management of their investments.  Commitment, expertise and integrity is the mantra at Louisbourg Investments.”

Luc Gaudet, CEO

Expertise

Our team of highly accredited portfolio managers and advisors, backed by leading specialists, provide expertise in asset management, risk management, lifestyle, estate and tax planning.

Solutions

At Louisbourg Investments, we create a unique strategy tailored to your specific circumstances and financial objectives.

Results

Our goals are clear: to preserve and grow your capital and to assist you in achieving your vision for success.

News and Insights Insights

Volatility Makes a Comeback

After a long period of strong stock market returns with lower-than-average volatility (2017 witnessed the historical best ratio of high returns versus low volatility), a sudden drop over a few days or weeks always seems to come as a surprise for investors. It also makes for great headlines, which tends to feed client fears about their investments. The fact that market volatility stirs investors’ emotions is quite normal. Then again, market downturns are also, well, normal.

On one hand I find it confounding that many people only consider saving for their retirement once a year – and rush to contribute to their RRSP before the deadline. On the other hand, at least there is a deadline that forces them to contemplate their financial future at least once a year. The cutoff to make a contribution to reduce 2017 taxes is March 1st. For those sitting on the fence about whether to contribute or not, here are some compelling reasons why you should at least consider doing such.

Equity Markets

We can draw a parallel between our equity markets and the weather. This market is a like a warm and dry summer that doesn’t want to end. We can appreciate it but also must realize that winter will return at one point. Winter is volatility and stocks are still wearing their shorts. In calm fashion, all important equity markets for Canadian investors offered good quarterly returns to close out a profitable 2017. The most important themes are a return to a solid economic backdrop post energy crisis for Canadian equities, a corporate tax boost for US equities and improving economic strength for EAFE equities.

For more information

For more information on our services and how we can help you reach your goals, please get in touch!