Our Services

Private Wealth

As a strategic partner in your long-term investment growth, our team becomes trusted advisors who guide you through all aspects of your finances to address your evolving financial needs.

Personalised Investment Plans

Wealth management begins with understanding your financial circumstances, unique investment priorities, and goals.

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.

Our Services

Tailored investment management strategies designed to maximize returns, manage risk, and help investors achieve long-term financial goals.

We help clients find sensible insurance strategies that complement the overall wealth building strategy, while offering peace of mind in the face of life’s uncertainties.

The needs of private wealth clients can be complex. Our private wealth team offers tools and resources to help clients facing all kinds of financial decisions and situations.

Ensuring clients are financially prepared for retirement is our business. We use our team of expert financial planners to develop personalized financial plans that will help provide a roadmap to a prosperous retirement.

Optimization of taxes is important to any successful private wealth strategy. So too is planning a financial legacy. Trust in our tax and estate planning specialists to help you preserve what matters.

We focus on helping our clients grow

Fund Profiles

Louisbourg Money Market Fund

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

Louisbourg Canadian Bond Fund

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

Louisbourg Corporate Bond Fund

Generate reliable income while limiting default risk.

Canadian Equity

Louisbourg Dividend Fund

Achieve long-term capital appreciation through a fundamental, bottom-up investment process.

Canadian Equity

Louisbourg Canadian Small Cap Equity Fund

Achieve long-term capital appreciation through a fundamental, bottom-up investment process.

Canadian Equity

Louisbourg Quantitative Canadian Equity Fund

Achieve long-term capital appreciation through a quantitative approach.

Canadian Equity

Louisbourg Canadian Equity Fund

Achieve long-term capital appreciation through a fundamental, bottom-up investment process.

Louisbourg US Equity Fund

Achieve long-term capital appreciation through a fundamental, bottom-up investment process.

Louisbourg International Equity Fund

Achieve long-term capital appreciation through a fundamental, bottom-up investment process.

Generation Fund

Generation Commercial Real Estate Fund

Achieve long-term capital appreciation through strategic real estate acquisitions and development in prominent secondary Canadian markets.

Louisbourg Preferred Share Fund

Achieve above average dividend income by investing in high quality Canadian issuers.

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.

Connect with an Advisor

Contact us or locate the nearest office to you.