FÉRIQUE Investment Services took an important step last April with a value proposition adapted to the needs of its main client segments while remaining true to the FÉRIQUE difference. In fact, the organization began deploying its FÉRIQUE Private Wealth service for high-net-worth investors.
Isabelle Dion, MBA, Pl. Fin., FCSI, CMI®, who oversees all financial planning services, including Private Wealth, presents it to us here.
FÉRIQUE Private Wealth is designed to meet the needs of individuals who have reached a stage in their lives when more complex decisions have to be made. It’s a comprehensive, integrated approach that proposes solutions adapted to the situation of each person in order to optimize all aspects of family wealth. The watchword is truly personalized service. From the very first meeting, and during all those that follow, we take into account all the client’s financial needs to determine the level of assistance required. Each client is different and each is therefore entitled to a customized approach.
Why do you refer to “families” and “family wealth”?
It’s because we aim to offer a comprehensive and intergenerational assistance. Not only does the financial planner take into account all the assets of the client and the client’s spouse, but he or she can also assist the client’s parents and children, to be sure the strategy proposed is optimal.
FÉRIQUE Investment Services operates in a highly competitive sector, where the services offered are increasingly segmented and specialized. We reviewed our distribution model to adapt to this context and our clients’ needs.
So adding FÉRIQUE Private Wealth to the array of services we offer was a logical outcome because our clientele is very much exposed to competing services. Retaining high-net-worth clients is beneficial for all participants; any initiative that enables us to secure their loyalty, to develop our clientele and to gather additional assets gives us the leeway to continue expanding the products and services we offer and, in this way, maintain fees that are among the lowest in the industry.
I’d like to conclude by pointing out that over time FÉRIQUE has developed uncontested knowledge of its clientele and has developed its products and services with the sole objective of contributing to the financial health of engineers, engineering graduates, their families and their businesses. No one understands your financial needs better and no one is better placed to serve you.
For more details on FÉRIQUE Private Wealth
Contact our Advisory Services
514-788-6485 I 1-800-291-0337
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