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.
Ngoc-Nam Vu
Ngoc-Nam Vu
Senior Advisor, Business Development and Mutual Fund Representative
Responsible Investment Specialist
Diplomas
Bachelor of Business Administration from HEC Montréal
Chartered Investment Manager from the Canadian Securities Institute
Mr. Vu joined FÉRIQUE Investment Services in May 2013 as an Advisor and Mutual Funds Representative for the Advisory Services, then for Personalized Service. In April 2024, he joined the Business Development team as Senior Wealth Management Advisor and Mutual Funds Representative.
In this role, Mr. Vu works to develop our existing client base and acquire new clients through proactive approaches. He will be responsible for strengthening our relationships with existing clients, while taking targeted steps to increase our client base.