Meet Our Team

Luc Gaudet is Chief Executive Officer of Louisbourg Investments and is thus responsible for the firm’s operations and long-term development. He plays an active role in business development, client service (institutions as well as private wealth management) and the firm’s investment process.

Luc has over 25 years of experience in various capacities within the financial services industry. He holds the chartered financial analyst (CFA) designation and completed a bachelor’s degree in business administration (finance major) at the Université de Moncton.

Luc previously served as secretary/treasurer of the Université de Moncton Alumni Association and as a member of YPO Atlantic. He is currently involved with the honorary committee overseeing the fundraising campaign for the Fondation des Jeux de l’Acadie (FJA).

Mathieu Roy is responsible for equity management at Louisbourg Investments. Since 1999, he has taken part in managing the firm’s equity funds. He began his career as an analyst with the firm.

Over the years, Mathieu has successfully carried out various equity management mandates. He currently manages the Louisbourg Canadian Equity Fund, the Louisbourg Dividend Fund, the Louisbourg Canadian Small Cap Equity Fund and the Louisbourg Preferred Share Fund. He was a board member of the Atlantic Canada CFA association for a number of years.

Mathieu also wrote an investment column for the New Brunswick-based newspaper L’Étoile and is periodically asked to comment on the markets and economic issues on Ici Radio-Canada radio. He also taught finance at the University of Moncton. He holds the chartered financial analyst (CFA) designation and obtained his bachelor’s degree in business administration (finance major) from the Université de Moncton.

Heather Hurshman is responsible for fixed income security management at Louisbourg Investments and has managed fixed income portfolios for over 20 years. She utilizes her education and work experience to appropriately assess underlying security/credit risk attributes and evaluate relative value opportunities with yields examined on a risk adjusted basis.

Prior to joining Louisbourg Investments, Heather served on management teams at various investment firms, where she successfully managed fixed income mandates. She also worked in that field for one of Canada’s top insurance companies.

Heather obtained a bachelor’s degree in commerce (finance major), a bachelor of arts degree (economics major) and a master’s degree (economics) from Dalhousie University.

Derek Frail is a member of the firm’s investment management team. He also serves as Portfolio Manager and offers direct services to Private Wealth Management clients.

Derek joined Louisbourg Investments in 2013. He previously worked for over 15 years as an actuary and a management team member of a life insurance company based in the Halifax region. He also worked as an investment advisor for 10 years.

Derek holds a bachelor of science (mathematics major) from Saint Mary’s University. He also obtained the chartered investment manager (CIM®) designation and is a Fellow of the Canadian Institute of Actuaries (FCIA).

Daniel joined Louisbourg in 2013 as an investment analyst and now leads the US and International Equity strategies. He obtained his bachelor’s degree in business administration (finance major) from the Université de Moncton and holds the chartered financial analyst (CFA) designation. As a senior member of the investment team, Daniel plays a crucial role in contributing to Louisbourg’s equity research and is a member of Louisbourg’s Asset Mix Committee. He remains active in the university community by working as an instructor, helping business administration students to prepare for the business games (Jeux du commerce), coaching the CFA Institute Research Challenge team, and taking part in seminars for business students.

Denis Bourgeois joined Louisbourg in 2020. He is a certified professional accountant and has worked in numerous industries as a controller or financial analyst specializing in managerial accounting. He holds a bachelor in business administration from the University of Moncton with a major in corporate finance.

Deborah started with Louisbourg in late 2017 following Louisbourg’s acquisition of AttisCorp Wealth Management.

She has over 35 years experience in the Financial Services industry in various capacities, including audit and compliance. Deborah obtained her Associate of Institute of Canadian Bankers designation, together with her diploma in SME Studies. She has successfully completed the Canadian Investment Funds course and the LLQP Insurance program. Additionally, Deborah is a Commissioner of Oaths.

Mike Moores joined Louisbourg Investments in September 2019 as Client Relationship Manager based in Halifax NS.  Mike’s responsibilities at Louisbourg include; business development and servicing of private clients and institutional clients, supporting and developing strategic relationships as well as working closely with our parent company Assumption Life in the support and development of their investment business.

Mike holds a bachelor’s degree in commerce (finance) from Saint Mary’s University, he is a Certified Financial Planner (CFP) and, holds the Chartered Investment Manager (CIM) designation.

Prior to joining Louisbourg Mike was VP of a large Atlantic Canadian advisory firm where he managed the pension business and financial planning practice.

In his spare time Mike is president of the Dartmouth Celtics Basketball Club in Dartmouth NS and has been a coach for 30 years.  He is also a committee member with the Dartmouth General Hospital Foundation annual golf classic.

Marc André Castonguay joined the Louisbourg Investments team in 2014. As Director, Financial Planning, he helps the firm’s Private Wealth clients identify and prioritize their short, medium and long term goals and prepares customized financial plans to guide them in achieving those goals and identify opportunities to improve their financial situation. He also works closely with the portfolio managers to implement and monitor these plans.

Prior to joining Louisbourg Investments, Marc André worked for 15 years in the financial services industry in a variety of roles, including investment advice, financial planning, advisor training and product development.

Marc André holds a bachelor’s degree in business administration (finance major) from the Université de Moncton. He obtained his certified financial planner (CFP®) designation in 2002 and chartered investment manager (CIM®) designation in 2015. He regularly volunteers for the national professional body, FP Canada, and is currently a member of their Conduct Review Panel.

Robert joined Louisbourg in 2016 as an investment analyst and is now the Associate Portfolio Manager of the US and International Equity strategies. He obtained his Bachelor of Commerce from Mount Allison University (MTA) and is a CFA Charterholder. As a senior member of the investment team, Robert plays a crucial role in contributing to Louisbourg’s equity research. He also plays a role in managing the allocations within the Assumption Life portfolio solutions. He remains active at MTA as a frequent guest lecturer and helps run the investment club

Jeremy Nelson joined the Louisbourg Investments team in 2023. As a relationship manager, he helps Private Wealth clients identify their financial goals and, with the support and expertise of the outstanding Louisbourg team, come up with sensible plans to see those goals realized.

Prior to joining Louisbourg Investments, Jeremy worked in public accounting, in corporate finance for both public and private companies. He holds a commerce degree from Mount Allison and obtained his CPA, CA designation in 2007. He’s involved with various community organizations and is particularly passionate about arts and education causes.

Benoit Mayer-Godin began his investment career in 1996.  He has worked with major brokerage and asset management firms, including National Bank Financial and Fiera Capital.  As a portfolio manager and strategist, Benoit served both institutional and individual clients. In 2011, he founded Alizé capital which offered discretionary portfolio management services to private wealth clients. Alizé Capital and Louisbourg Investment joined forces in 2024.

Over the years, he has developed solid skills in security selection and asset allocation, as well as in risk management and quantitative analysis.  Both analytical and methodical, Mr. Mayer-Godin is sensitive to his clients’ needs and committed to providing them with outstanding service.

His investment philosophy combines economics, strategy, as well as fundamental and technical perspectives on securities.  Benoit offers a proven approach, rigorous risk management and total commitment to his clients.

Benoit holds a Bachelor of Business Administration (BBA) and a Master of Finance (MSc) from HEC Montréal.  He holds the Chartered Financial Analyst (CFA) designation and a Technical Analysis Charter (CMT).

Matthew has 10 years of experience in the financial services industry, where he has worked closely with clients on their investments and assisted with their financial planning needs. He holds a Bachelor of Business Administration (BBA) degree in Finance and Financial Management, providing a strong foundation for his professional career.

In addition to his experience, Matthew has earned the highly regarded Chartered Financial Analyst (CFA) designation and the Certified Financial Planner (CFP) designation, showcasing his expertise and commitment to the field.

Outside of his professional life, Matthew enjoys spending time with family and traveling with his wife, Karyssa.

Vittorio Ciccone joined Louisbourg in 2022 as an Investment Analyst. As an Analyst, Vittorio is responsible for the research of equity and fixed-income securities for Canadian, US, and International funds. Based out of Vancouver, he works closely with our Portfolio Manager, Rachit Tibrewala. Vittorio plays an important role in developing and reviewing our western Canadian client’s investment portfolios.

Vittorio graduated from the University of British Columbia’s Sauder School of Business, where he obtained his Bachelor of Commerce. At UBC, Vittorio interned with major Canadian financial corporations and gained invaluable insights and experience in investment research and strategic implementation. Currently enrolled at City, University of London’s Bayes Business School, Vittorio is working towards his Master’s Degree (Finance) and Chartered Financial Analyst (CFA) designation.

Caroline Sippley is an Investment Assistant. In that capacity, she works with the firm’s portfolio managers and operations manager to ensure that transactions and client requests are processed smoothly.

Caroline is also very involved in serving our Private Wealth Management clients. Among other things, she plays an active role in preparing the reports they receive.

Caroline holds a diploma in financial services management techniques from Collège communautaire du Nouveau-Brunswick in Dieppe.

Oussama joined the Louisbourg Investments team in 2022 as Analyst of Operations and Accounting. He attended the university of Jean Moulin Lyon III in a dual program with HEM Morocco, where he obtained a master’s degree in finance, and has worked in the banking industry as financial analyst.

As an analyst of operations and accounting, Oussama takes part in corporate & portfolio accounting to ensure the accuracy of transactions and financial statements of the company.

Anne Lavigne has been an administrative assistant with Louisbourg Investments since July 2020. She previously worked in a multitude of capacities in the financial industry for over 15 years in many different sectors (mortgage, insurance, and investment funds).

Anne holds a bachelor’s degree from the Université de Moncton in business administration.

Miguel Beattie has been a portfolio accounting analyst at Louisbourg Investment since 2024. As an analyst, he helps communicate trades with custodians and manages various back-office tasks for the company.

Outside of work, Miguel enjoys cooking and experimenting with new recipes in his free time. He also enjoys being involved in sports, whether playing or spectating, as it has always been a significant part of his life. He obtained his bachelor’s degree in business administration with a finance major from the Université de Moncton. Currently, Miguel is working towards obtaining his Chartered Financial Analyst (CFA) designation.

Liam Mann joined Louisbourg as an investment associate in 2024. On the investment team, Liam performs research for the Canadian, U.S., and international equities mandates; he also assists with equity and fixed-income trading execution.

Liam holds a Bachelor of Business Administration with a major in finance from St. Francis Xavier University and is currently enrolled in the Chartered Financial Analyst (CFA) program. Prior to joining Louisbourg, Liam completed internships in buy-side public equities, sell-side advisory, and public accounting.

Padraig joined Louisbourg Investments in 2024 as an Investment Associate. In his role, Padraig conducts security analysis for Canadian, US, and international funds and is responsible for executing stock and foreign exchange trades.

He graduated with distinction from Saint Francis Xavier University with a Bachelor of Business Administration. Padraig is also enrolled in the Chartered Financial Analyst (CFA) program, having passed Level 1 in August 2023. Outside of work, Padraig enjoys sailing, reading, and spending time with his family.

Samuel joined Louisburg in 2024 as a portfolio accounting analyst. He has a bachelor’s degree in business administration with a concentration in finance from Université de Moncton. Samuel ensures the smooth entry of trades in our portfolio accounting system and the reconciliation maintenance required afterwards.

Samuel is also currently enrolled in the Chartered Financial Analyst (CFA) program. Outside of work and studying, he enjoys hunting, fishing and weightlifting.

Alex joined Louisbourg in 2024 as a Portfolio Accounting Analyst. He graduated from the University of New Brunswick with a Bachelor of Business Administration (BBA) in finance and economics. During his undergraduate studies, he served as an analyst in the student investment fund and had success in the regional level of the 2024 CFA Research Challenge.

Currently, he is working towards his CFA designation. As an analyst, he focuses primarily on the reconciliation of client accounts, reporting, and other operational tasks.

Alex Wynter joined Louisbourg in 2023 as a private wealth associate. Alex holds a bachelor’s degree in commerce (major in economics) from Mount Allison University. Currently, he is enrolled in the Chartered Financial Analyst (CFA) program.

Outside of work and study, Alex finds pleasure in staying active through sport. He also enjoys coaching lacrosse at his former high school.

Magalie holds a bachelor’s degree in biology and an MBA from Université de Moncton. Holder of the CIRO Registered Representative (RR) and Branch Manager licenses in previous jobs, she is currently studying for the CIM (Chartered Investment Manager). She held various roles at several brokerage firms of major Canadian chartered banks. Since joining Louisbourg in November 2024, she has served as Senior Associate, Client Services.

In her spare time she loves traveling, decorating, fashion, good food and having a good time with friends and family.

Dominique Lirette joined the Louisbourg Investment team in 2025 as Marketing Manager. She is responsible to oversee and action all marketing efforts by the firm from strategy to the execution. Dominique brings to the team a wealth of experience through her experience managing efforts for a national CPG brand reaching people across Canada as well as experience at a marketing agency overseeing clients in all types of industries.

Dominique holds a B.A. in Political Science and English from Saint Mary’s University.

Dan LeBlanc joined Louisbourg Investments in 2024 with over 35 years of experience advising high net worth individuals and corporations on tax and estate planning matters. Dan has extensive experience in the tax area providing tax planning and compliance advice to a wide range of corporations and their shareholders with respect to corporate reorganizations, business succession planning, business acquisition and divestitures. He has provided tax advice to businesses in a broad range of sectors including construction, retail, manufacturing, real estate, natural resources and professional services firms. Previously, Dan was a Private Client Services Tax Leader for Ernst & Young LLP and a Tax Partner at the Firm’s Dieppe / Moncton Office.

Dan has delivered frequent speaking engagements throughout New Brunswick and Nova Scotia on tax matters affecting private corporations and their shareholders. He holds a chartered accountants designation and is a member of the Atlantic Branch of the Society of Trust and Estate Practitioners.