MEET THE TEAM
MEET THE TEAM
Our team is our strength. Bringing so many dedicated individuals together helps us give our partners a service experience unlike any other. Everyone from management to operations, investment team to advisors has been carefully selected for the strengths they bring to the firm.
Our team members have proven in-depth knowledge of investment markets, portfolio management, investment analysis, economics, as well as tax and estate planning. Many team members hold one or several professional designations including chartered financial analyst (CFA), chartered investment manager (CIM®), certified financial planner (CFP®), chartered professional accountant (CPA) and fellow, Canadian Institute of Actuaries (FCIA), as well as Master's degrees in Business Administration (MBA) and Economics.
Our team is our strength. Bringing so many dedicated individuals together helps us give our partners a service experience unlike any other. Everyone from management to operations, investment team to advisors has been carefully selected for the strengths they bring to the firm.
Our team members have proven in-depth knowledge of investment markets, portfolio management, investment analysis, economics, as well as tax and estate planning. Many team members hold one or several professional designations including chartered financial analyst (CFA), chartered investment manager (CIM®), certified financial planner (CFP®), chartered professional accountant (CPA) and fellow, Canadian Institute of Actuaries (FCIA), as well as Master's degrees in Business Administration (MBA) and Economics.
Daniel Robichaud, CFA
Gestionnaire de portefeuilles
Daniel s’est joint à Placements Louisbourg en 2013 en tant qu’analyste aux investissements et est maintenant gestionnaire de portefeuille pour les stratégies d’actions américaines et internationales. Il a obtenu son baccalauréat en administration des affaires (concentration finances) de l’Université de Moncton et est aussi détenteur de la désignation d’analyste financier agréé (CFA). Daniel joue un rôle crucial au sein de l’équipe d’investissement en contribuant à la recherche sur les actions et comme membre du comité de répartition d’actifs de Placements Louisbourg. Il demeure actif auprès de la communauté universitaire, participant à diverses conférences offertes aux étudiants, en aidant les étudiants en administration dans leur préparation aux Jeux du commerce et en encadrant l'équipe du CFA Institute Research Challenge.
Daniel est détenteur de la désignation d’analyste financier agréé (CFA). Il a obtenu son baccalauréat en administration des affaires (finances) de l’Université de Moncton.
Il demeure actif auprès de la communauté universitaire, comme chargé de cours et en aidant les étudiants en administration dans leur préparation aux Jeux du commerce, ainsi qu’en participant à diverses conférences offertes aux étudiants de cette faculté.