Solutions tailored to your business
Does your business want to benefit from an investment account (management account or trust account)? You can rely on our team to provide investment solutions tailored to your needs.
Grow your financial reserves
Do you have surplus funds to invest? Whether your investment horizon is short-, medium- or long-term, we can offer a customized solution enabling you to benefit from a business investment account.
Do you hold funds on behalf of clients to meet legal or business requirements? Do you need to segregate the funds of multiple beneficiaries? Do you want the money entrusted to you to earn interest?
Unparalleled service
To offer you investment strategies that meet your needs, you and your employees have access to a team of mutual fund advisors and representatives registered with the Autorité des marchés financiers. They’re in Montreal and available Monday to Thursday from 8 a.m. to 8 p.m. and Friday from 8 a.m. to 5 p.m.
Your Investments: At a Glance
Minimum Investment: $500
Easy Access
Manage your accounts from anywhere with the FÉRIQUE Investment Services app and Client Portal.
Advice included
To analyze your needs or financial objectives and ensure your investment strategies align with them, you can rely on the sound, objective advice of the Wealth Management team.
Investment solutions
FÉRIQUE Portfolios
Turnkey solutions with a long-term strategic asset allocation to invest primarily in a combination of actively managed mutual funds.
FÉRIQUE ETF Portfolios
Turnkey solutions with a long-term strategic asset allocation to invest primarily in a combination of index-based ETFs.
FÉRIQUE Funds
Twelve actively managed mutual funds, offering exposure to a range of economic sectors, geographic regions, asset classes and investment styles.
