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.
Advisors
The advisors on the Wealth Management team offer quick and easy access to answer your questions about your investments or our financial solutions.
Senior Advisors
Our senior advisors are here to review and fine-tune your financial strategy.
Financial Planners
Our financial planners are here to review your investments and build or optimize your financial, retirement, decumulation, or estate plan.
Financial Planners, 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.
For an in-person appointment, contact FÉRIQUE Private Wealth at 514-840-9204, ext. 678.
Assistants, Private Wealth
To book an in-person appointment, you can contact Private Wealth at 514 840-9204, extension 678.
Investments
As managers of the FÉRIQUE Funds, our experts select and closely monitor world respected portfolio managers.
Isabelle Bouret

Isabelle Bouret
Financial Planner and Mutual Fund Representative, Retirement and Estate Planning
Responsible Investment Specialist
Isabelle Bouret is currently on maternity leave and will return on August 1, 2025. During her absence, the Wealth Management team is available to assist you.
To schedule an appointment with one of our advisors, please click on the Book an Appointment link.
You can also reach the Advisory team by phone from Monday to Thursday from 8 a.m. to 8 p.m. and on Friday from 8 a.m. to 5 p.m. at 514-788-6485 (toll-free at 1-800-291-0337).
Thank you for your understanding, and Isabelle looks forward to reconnecting with you upon her return!