Our team
Our entire team's primary goal is to bring our mission to life: to accelerate your financial independance.
Executive management
Our management style showcases the skill and rigour of our seasoned experts who all share the same values.
Wealth Management Directors
You can count on sound and objective advice from a team committed to meeting your financial needs through each stage of your life.
Private Wealth
The Private Wealth team’s only focus is giving you advice to manage your family’s wealth. They will help with all your financial planning needs and optimize your financial situation.
Personalized Services
Our Personalized Service team is here to analyze your financial situation and develop a financial strategy, retirement plan and withdrawal strategy.
Advisory Services team
Our Advisory Service team is always available to quickly answer any of your questions regarding your investments or our investment solutions.
Business development
Whether you want to set up a group savings plan or find out ways to fund your student union, we have experts who can guide you.
Investments
As managers of the FÉRIQUE Funds, our experts select and closely monitor world respected portfolio managers.
Clarisse Jeannin
Clarisse Jeannin
Senior Analyst, Investments
Diplomas
Bachelor of Business Administration, with a specialization in Finances from HEC Montreal
French Economic and Social Bachelor from the Lycée Sacré Cœur
Chartered Financial Analyst (CFA)
Experience
Before joining FÉRIQUE, Ms. Jeannin worked at Innocap Investment Management Inc. where she was responsible of the analysis of the fund’s performance.
Ms. Jeannin joined the Investment team as Analyst in May 2021, then as Senior Analyst since 2024. As part of her role, she participates in monitoring the performance and risk of the Portfolios and Funds managers.