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.
Francis Fortin
Francis Fortin
Vice President, Investments
Diplomas
Bachelor of Commerce, McGill University
Chartered Financial Analyst (CFA)
Chartered Alternative Investments Analyst (CAIA)
Experience
Mr. Fortin has over 20 years of experience in investment management. Prior to joining us, he was Head of Investment Solutions Management at Desjardins Global Asset Management.
Francis Fortin joined FÉRIQUE Fund Management in September 2023 as Vice President, Investments. In his role, he manages and oversees activities related to investment management and responsible investment.