FÉRIQUE Private Wealth
At the heart of your family’s wealth management, your Private Wealth team deploys a global and integrated approach to provide solutions that are best suited to your situation*.
Dedicated and custom advisory services
The bedrock of sound wealth management, specialized advice enables you to optimize your financial situation. Provided by your dedicated financial planner, said advice helps you select investments that suit your needs and make informed decisions.
* FÉRIQUE Private Wealth is offered to clients who have $750,000 or more of assets invested with FÉRIQUE, including the assets of a spouse and/or a company, if applicable. FÉRIQUE Private Wealth Management is a service offered by FÉRIQUE Investment Services.