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


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.


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


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

News and Insights Insights

Article by Robert Currie for the Times & Transcript February 28, 2019

“A truly great business must have an enduring “moat” that protects excellent returns on invested capital. The dynamics of capitalism guarantee that competitors will repeatedly assault any business “castle” that is earning high returns.”

Warren Buffet, 2007 Letter to Shareholders

One of the many pillars of fundamental investing is finding companies that have created value over time. But what does it mean for a company to “create value?” 

Article by Harry Griffin for the the Times & Transcript January 31, 2018

The idea of value investing is something that has been around for some time. The strategy, famously adopted by Warren Buffett, involves buying companies at a price below their intrinsic value. A company’s stock price is very simply the last price someone traded that stock at. But that doesn’t necessarily mean that price is what that stock is fundamentally worth. The intrinsic value is what the share price should be based on company fundamentals (growth estimates, profit margins, debt levels, risk, etc…). The intrinsic value of a stock can be subjective, but an investor who can come up with an accurate estimate can theoretically achieve superior returns by using it as a gauge of when to buy and when to sell.

The Purpose of This Role:
Reporting to the Operations Manager, this position is a key member of the Operations team with the responsibility of ensuring smooth business operations by performing various day-to-day accounting, reporting, and performance-related functions. This role is also responsible for the continuous improvement of operations by suggesting and implementing innovative improvements that aim to support the short and long-term success of the firm. The successful candidate has a passion for the investment management industry and strives for continuous self-development.

For more information

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