Our Services

INSTITUTIONAL INVESTORS

We manage assets totaling over $2 billion, entrusted to us by pensions, nonprofits, insurers, family offices, and other specialised mandates.

Create your Ideal Portfolio

We possess extensive capabilities in creating customised solutions such as Liability Driven Investments (LDI) and managing reserve funds.

Stability
and Experience

With over 30 years of dedicated service to institutional clients, our firm offers a stable foundation for your investments.

Disciplined Investment Approach

Experience the benefits of our disciplined investment process, which is designed to optimize returns while managing risk effectively reducing volatility.

Flexibility Tailored
to You

Stand out in the financial landscape with our flexible approach, customizing strategies to meet your unique financial needs.

Who We Serve

Louisbourg Investments understands that every institution, from endowments and foundations to pensions, insurers, and family offices, has distinctive financial objectives and hurdles. We specialize in developing flexible, custom investment strategies and service models to meet these specific financial goals and drive prosperity.

For endowments and foundations, balancing long-term sustainability with short-term philanthropy is a significant challenge. Our consultative solutions provide a clear roadmap for achieving objectives while navigating the complexities of the investment landscape.

Louisbourg has a proven track record of successful partnerships with various pension types, including public and private defined benefit plans, shared risk plans, and defined contribution plans. Our refined investment process and advanced risk management techniques ensure exceptional results for pension funds.

Managing investment portfolios for insurers involves navigating complexities such as tax considerations and regulatory capital requirements. Louisbourg’s extensive experience in serving both life and property and casualty insurers uniquely positions us to provide comprehensive solutions to help insurers optimize their portfolios and meet regulatory compliance.

High net worth and ultra-high net worth individuals and families trust Louisbourg for comprehensive wealth management and customized investment solutions. Our expert team tailors strategies to align with your financial goals, providing the guidance and support needed to grow and protect your wealth effectively.

We focus on helping our clients grow

Fund Profiles

Fixed Income

Louisbourg Money Market Fund

The Louisbourg Money Market Fund seeks to provide investors a stable total return over a short-term horizon.

Fixed Income

Louisbourg Canadian Bond Fund

The principal investment objective of the Louisbourg Canadian Bond Fund is to generate reliable income while emphasizing capital preservation.

Fixed Income

Louisbourg Corporate Bond Fund

Generate reliable income while limiting default risk.

Canadian Equity

Louisbourg Dividend Fund