You built your wealth carefully. It should be managed with the same discipline.
For business owners, company decisions, personal investments, family priorities and long-term plans are often connected.
We combines disciplined investment management with coordination across the professionals you already trust and work with.
Running a business is complex enough. Your finances shouldn’t add to the chaos.
We hear the same story from business owners: they’re receiving fragmented advice, reactive planning, and the feeling that no one is really looking at the whole picture.
These are some of the coordination gaps we most often see with business owners—and where a more connected approach can help.
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.
Always 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.
No clear answer to the question, “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 help bring those pieces together and give you a clearer view of where you stand and what comes next.
You 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
Four ways we connect your business and your wealth.
We start by understanding your situation and then build the service 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.
Learn more about our investment approach
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.
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.
Managing 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 featured here are a few of the people you can connect with directly to start a conversation and learn whether Louisbourg is a fit for you.
Scott Lewis is Vice-President and Portfolio Manager at Louisbourg Investments first joining the firm in 2014 as Director of Private Wealth Management Services.
Mike Moores joined Louisbourg Investments in September 2019 as Client Relationship Manager based in Halifax NS.
Jeremy Nelson joined the Louisbourg Investments team in 2023.
Alex Wynter joined Louisbourg in 2023 as a private wealth associate.
Let’s grow your wealth
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.