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.
- Louis Lizotte
Louis Lizotte President and CEO - Michael Bendahan
Michael Bendahan Chief of Wealth Management and Corporate Development - Isabelle DionIsabelle Dion Vice president, Wealth Management
- Francis FortinFrancis Fortin Vice President, Investments
- Maxime Goulet-Dion
Maxime Goulet-Dion Vice President, Technology - Michel LajoieMichel Lajoie Chief of Corporate and Legal Affairs and Chief Compliance Officer of Gestion FÉRIQUE
- Jean-Pierre NadeauJean-Pierre Nadeau Chief Administrative Officer
- Julie ParentJulie Parent Vice President, Legal Affairs and Chief Compliance Officer of FÉRIQUE Investment Services
- Donna PrahacsDonna Prahacs Vice President, Talent, Culture and Sustainable Development
- Hugo Thibault
Hugo Thibault Vice President, Marketing and Corporate Development
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.
- Michael BendahanMichael Bendahan Chief of Wealth Management and Corporate Development
- Isabelle DionIsabelle Dion Vice president, Wealth Management
- Nicolas SamaanNicolas Samaan Assistant Vice President, Business Development
- Mélanie GouletMélanie Goulet Senior director, Private Wealth and Mutual Fund Representative
- Bruno D'AndreaBruno D'Andrea Senior director, Personalized Services and Mutual Fund Representative
- Youssef AdlaniYoussef Adlani Director, Advisory Services and Mutual Fund Representative
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.
- Mélanie GouletMélanie Goulet Senior director, Private Wealth and Mutual Fund Representative
- Pierre DesharnaisPierre Desharnais Financial Planner and Mutual Fund Representatitve, Private Wealth
- Jean-Sébastien HallalJean-Sébastien Hallal Financial Planner and Mutual Fund Representatitve, Private Wealth
- Frédéric RobinFrédéric Robin Financial Planner and Mutual Fund Representative, Private Wealth
- Béatrice RoyBéatrice Roy Financial Planner and Mutual Fund Representative, Private Wealth
- Marie-Carmen SorelMarie-Carmen Sorel Financial Planner and Mutual Fund Representative, Private Wealth
- Norman SzetoNorman Szeto Financial Planner and Mutual Funds Representative, Private Wealth
- Sarah TekkoukSarah Tekkouk Financial Planner and Mutual Fund Representative, Private Wealth
- Fatou NiasseFatou Niasse Mutual Fund Representative - Assistant, Private Wealth
Personalized Services
Our Personalized Service team is here to analyze your financial situation and develop a financial strategy, retirement plan and withdrawal strategy.
- Bruno D'AndreaBruno D'Andrea Senior director, Personalized Services and Mutual Fund Representative
- Isabelle BouretIsabelle Bouret Senior Advisor and Mutual Fund Representative, Personalized Services
- Vincent ChoquetteVincent Choquette Senior Advisor and Mutual Fund Representative, Personalized Services
- Olivier Duguay-LeclercOlivier Duguay-Leclerc Advisor and Mutual Fund Representative, Personalized Services
- Debola KayDebola Kay Senior Advisor and Mutual Fund Representative, Personalized Services
- Paul MuszynskiPaul Muszynski Senior Advisor and Mutual Fund Representative, Personalized Services
- Natascha ParrilloNatascha Parrillo Financial Planner and Mutual Fund Representative, Wealth Management
Advisory Services team
Our Advisory Service team is always available to quickly answer any of your questions regarding your investments or our investment solutions.
- Youssef AdlaniYoussef Adlani Director, Advisory Services and Mutual Fund Representative
- Iliès HassaniIliès Hassani Assistant Director, Advisory Services
- Jean-Michel DuguayJean-Michel Duguay Senior Advisor and Mutual Fund Representative, Advisory Services
- Jonathan ElieJonathan Elie Advisor and Mutual Fund Representative, Advisory Services
- Ahmed El OufirAhmed El Oufir Advisor and Mutual Fund Representative, Advisory Services
- Krystopher GiardinaKrystopher Giardina Advisor and Mutual Fund Representative, Advisory Services
- Samuel LajeunesseSamuel Lajeunesse Advisor and Mutual Fund Representative, Advisory Services
- Robert MartelRobert Martel Advisor and Mutual Fund Representative, Advisory Services
- Gabriel Mc CannGabriel Mc Cann Senior Advisor and Mutual Fund Representative, Advisory Services
- Hamza MoussaidHamza Moussaid Advisor and Mutual Fund Representative, Advisory Services
- Matthieu TurcotteMatthieu Turcotte Advisor and Mutual Fund Representative, Advisory Services
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.
- Nicolas SamaanNicolas Samaan Assistant Vice President, Business Development
- Bryan Gagné-HenryBryan Gagné-Henry Senior Advisor, Business Development and Mutual Fund Representative
- Ngoc-Nam VuNgoc-Nam Vu Senior Advisor, Business Development and Mutual Fund Representative
Investments
As managers of the FÉRIQUE Funds, our experts select and closely monitor world respected portfolio managers.
- Francis FortinFrancis Fortin Vice President, Investments
- François FréchetteFrançois Fréchette Senior Director of Investments
- Bruno LefebvreBruno Lefebvre Senior Analyst, Investments
- Clarisse JeanninClarisse Jeannin Senior Analyst, Investments
Marie-Carmen Sorel
Marie-Carmen Sorel
Financial Planner and Mutual Fund Representative, Private Wealth
Responsible Investment Specialist
Diplomas
Bachelor's degree in Business Administration from HEC Montreal
Financial Planning Certificate from UQAM
Financial Plannfer from the Institut québécois de planification financière
Ms. Sorel joined FÉRIQUE Investment Services in 2018. She progressed through the organization and was appointed Financial Planner and Mutual Fund Representative, Private Wealth in October 2022.
She distinguishes herself by a portfolio management based on transparency and trust to offer our clients an exceptional services.