WHO WE Are

We are a leading portfolio management firm based in Atlantic Canada.

A Leading Portfolio Management Firm Based In Atlantic Canada

As a registered investment counsel and portfolio management firm since 1991, Louisbourg Investment offers access to high-quality investment management and advisory services to a variety of engaged clients. Our dedicated team of experts is here to help you achieve your financial goals. Whether you are an institutional investor, foundation, or private client, we have tailored solutions to suit your unique needs.

Louisbourg Puts your Financial Well-Being First

We leverage our unique expertise and a strategic approach to develop thoughtful solutions and enhance financial results for our clients. With a track record of success spanning over two decades, we understand the intricacies of the financial world and can help you navigate it effectively. Our investment strategies are designed to optimize your returns and secure your financial future.

Acting as Fiduciaries reinforces our commitment to integrity, ethics, and a client-centric focus, which are integrated into everything we do. We understand the importance of trust when it comes to your investments. Being a fiduciary means that we always act in your best interests, putting your financial well-being first. With Louisbourg Investments, you can be confident that your financial future is in good hands.

Portfolio Design & Investment Counselling
Tailoring investment portfolios to align with your unique financial goals and risk tolerance.
Custom Solutions & Planning
Optimize your portfolio performance and adapt to evolving market conditions.
Real Access to a Specialized Team
We work collaboratively to maximize your investment outcomes.

Our Team is our Strength

We provide our clients with a unique ability to access a team of industry-leading experts. Our investment team, advisors and service staff are here to deliver quality solutions with a distinct focus on transparency, communication, and continuous availability.

Investment Approach

Our Investment Principles for Optimal Financial Growth and Stability.
All of Louisbourg’s investment strategies are guided by a simple, yet powerful philosophy anchored in quality and stability.
Capital preservation
Safeguarding your invested capital is our priority, employing robust strategies to manage investment risk.
Stable Growth
With capital preservation in mind, we follow a disciplined approach to grow capital gradually and safely.
Quality returns
Louisbourg focuses on delivering strong risk-adjusted returns through careful research and analysis.

WHAT WE OFFER

Institutional Investors
We recognize that each institution possesses unique financial goals and challenges. We take a customized approach, collaborating closely with stakeholders to construct flexible, bespoke investment strategies and service models aligned with their specific objectives, ultimately fostering their financial prosperity.
Private Wealth
Building wealth demands diligence and determination, values that our team embodies daily. Our focus extends to families and private individuals, where we craft personalized portfolios and plans tailored to bring stability, foster growth, and transform your financial aspirations into reality. We are committed to helping you achieve your financial goals.