You built your wealth carefully. It should be managed with the same discipline.
We work with business owners who have $1 million or more to invest, in the corporation, personally or both. We manage it with the same discipline we bring to pension and endowment mandates, and we work alongside the accountant and lawyer you already trust.
The investment team behind $3.1 billion is the one you’ll work with.
The portfolio managers who run pension and endowment mandates for institutions across Canada are the same people who manage private client portfolios, here in Atlantic Canada. We hear the same story from business owners: fragmented advice, reactive planning, and no one looking at the whole picture. These are the gaps we see most often, and where a connected approach helps.
Good advisors, separate conversations
Your accountant, lawyer and investment advisor each hold a piece, but no one connects them.
Where appropriate, we help connect the relevant conversations so investment and planning decisions can be considered together.
We’ll help you create one coordinated planAlways reacting, never planning
Tax season arrives or a capital event lands, and you’re left scrambling to optimize it, always behind the decision instead of out ahead of it.
Looking ahead gives you and your advisors more time to understand the implications and consider your options.
We’ll help you plan ahead of the decisionNo clear answer to “Am I on track?”
Corporate assets, personal investments, income, family priorities and future plans can make it difficult to see clearly what your capital needs to accomplish.
A thoughtful financial plan* can bring those pieces together and give you a clearer view of where you stand and what comes next.
We’ll help you see the full pictureYou want to know who is managing your money
You’ve built something real, and you deserve a small, independent team that remembers your name.
Our clients are connected to the investment expertise behind their portfolio and have a clear relationship with the team responsible for managing their investments.
We’ll keep you connected to your teamInvestment management, planning and coordination, in one relationship.
Four things we do for business owners. We start by understanding your situation, then build the mix that fits.
In-house investment expertise, not just “selling products”.
Our approach is independent, research-driven and focused on long-term investing with careful attention to risk.
Our investment approach
Your personal CFO, without the full-time salary.
We work alongside your accountant, lawyer and other professional advisors so investment decisions are considered within your broader financial picture, not in isolation.
How we work with private clients
A plan that reflects both your business interests and your personal wealth.
Financial planning* that brings your business interests, personal investments and long-term goals into one clearer picture, especially as you consider retirement, succession or a future transition.
*Financial planning is not available in Quebec.
Private wealth management
Every recommendation we make is with the tax picture in mind.
We consider relevant tax implications and coordinate with your accountant or tax advisor when investment decisions affect corporate or personal assets. We do not provide tax advice; we help ensure the appropriate professional input is part of the conversation.
Read: salary or dividend?See where you stand.
A five-minute checklist and three articles for the questions business owners bring us most often.
The Business Owner Coordination Checklist
See how well your accountant, lawyer and investment advisor are actually working together, and where the gaps are that quietly cost you each year.
Get the checklistManaging substantial wealth is not a one-time decision. It is an ongoing relationship.
Our team brings together investment, planning and advisory expertise for business owners. The advisors here are a few of the people you can connect with directly to find out whether Louisbourg is a fit.
Private wealth portfolios
Business owners and families, Halifax
Planning coordination, Moncton
First contact for new relationships
One conversation connects you with the right person for your situation.
Let’s grow your wealth. Start with a conversation.
A quick conversation is the starting point. No obligation. We’ll talk about where you stand and give you an honest, second-opinion read on how we can help.
Not ready to book? See how we work with private clients.