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

Expertise

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.

Solutions

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

Results

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

News and Insights Insights

Equity Markets

Last quarter, we commented on the unusual low-level of volatility. As this is no longer the case and market gyrations are more commonplace, it’s important to remember that volatility is the historical norm and not the exception. Investors continually worry, rightfully so, about macroeconomic and company specific risks. The worries of the day are global trade and the pace of interest rate increases. We feel it is healthy to have corrections, to consider risks, in what we feel is a generally positive investing environment. In this environment, Canadian equities started off the year limping for investors. US and International equities were volatile but performed better than domestic equities and were helped by a weakening loonie for Canadian investors.

I often get asked, “Scott, what is your best single piece of advice?” Typically, I will respond that sometimes the best move you can make is to limit making bad decisions. Financial planning mistakes made now may sabotage your retirement dreams later. Poor financial habits such as overspending, lack of planning and bad risk management will increase the probability you will outlive your money.

Volatility Makes a Comeback

After a long period of strong stock market returns with lower-than-average volatility (2017 witnessed the historical best ratio of high returns versus low volatility), a sudden drop over a few days or weeks always seems to come as a surprise for investors. It also makes for great headlines, which tends to feed client fears about their investments. The fact that market volatility stirs investors’ emotions is quite normal. Then again, market downturns are also, well, normal.

For more information

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