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.
Isabelle Bouret
Isabelle Bouret
Senior Advisor and Mutual Fund Representative, Personalized Services
Responsible Investment Specialist
Isabelle Bouret is currently on maternity leave and will return on August 1, 2025. During her absence, the Wealth Management team is available to assist you.
To schedule an appointment with one of our advisors, please click on the Book an Appointment link.
You can also reach the Advisory team by phone from Monday to Thursday from 8 a.m. to 8 p.m. and on Friday from 8 a.m. to 5 p.m. at 514-788-6485 (toll-free at 1-800-291-0337).
Thank you for your understanding, and Isabelle looks forward to reconnecting with you upon her return!