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.
Julie Parent
Julie Parent
Vice President, Legal Affairs and Chief Compliance Officer of FÉRIQUE Investment Services
Diplomas
Bachelor of Laws degree from the Université de Montréal
Member of the Barreau du Québec
Experience
Ms. Parent has over 20 years of experience, having worked at Desjardins Securities and National Bank Financial, among others.
Ms. Parent joined the organization in 2012 as Director of Compliance for FÉRIQUE Investment Services. In January 2018, she was appointed Vice President, Compliance and Legal Affairs for FÉRIQUE Fund Management. She ensures the regulatory, legal and administrative compliance of the activities of FÉRIQUE Fund Management, its subsidiary FÉRIQUE Investment Services and the FÉRIQUE Funds.