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.
Distribution management team
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 team
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 team
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 team
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.
Béatrice Roy

Béatrice Roy
Senior Advisor and Mutual Fund Representative, Personalized Services
Responsible Investment Specialist
Ms. Roy joined Services d'investissement FÉRIQUE in November 2019. Since August 2021, she holds the position of Senior Advisor, Personalized Services.
In her role, she provides relevant and impartial advice to clients assigned to Personalized Services, putting forward solutions focused on their needs.
Diplomas
- Bachelor’s degree in Business Administration from Université Laval
- Title of Financial Planner from the Institut québécois de planification financière