Corporate History

Louisbourg Investments was co-founded in January 1991 by Assumption Life and Bolton Tremblay Inc., in order to provide investment and financial services to investors in the Atlantic region as well as to develop local expertise. Since that time, Louisbourg has built its business from its Moncton head office in New Brunswick to serve today over 160 accounts representing over $1.2 billion of assets. Louisbourg Investments established a Halifax office in 2000.

In early 1999, Bolton Tremblay merged with Montrusco Associates; thereby, shaping an even stronger organization with internal global research resources. Montrusco Bolton Investments has since further expanded its investment depth and expertise in every asset class, adding also capabilities in Alternative Investments and in Income Trusts.

Montrusco Bolton Investments is an important partner for Louisbourg. With 60 years of inherited investment management experience - Montrusco Bolton Investments is one of the few full-resource money management firms not associated with a banking group.

From an investment point of view, Louisbourg Investments and Montrusco Bolton Investments are an integral part of each other. The managers of each organization unite under a common investment philosophy, strategy and approach. All clients of Louisbourg receive the services of this fully integrated team.

Louisbourg serves three markets: Pension plans, Endowment/Foundation plans and private wealth. It is the objective of Louisbourg to grow each side of these businesses.

Offices
 

770 Main Street

Moncton, New Brunswick

E1C 1E6

(506) 853-5410 

1791 Barrington Street, Suite 1602
Halifax, Nova Scotia
B3J 3L1
(902) 421-1811