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.
Isabelle Bouret

Isabelle Bouret
Senior Advisor and Mutual Fund Representative, Personalized Services and Advisory Services
Responsible Investment Specialist
Ms. Bouret joined Services d'investissement FÉRIQUE in Marchs 2022 as Advisor and Mutual Funds Representative, Advisory Services, and currently occupies the position of Senior Advisor with the Personalized Service and Advisory Services teams.
She stands out for her attention to detail and her need to help people. The takes meticulous care to provide relevant advice to effectively answer our clients' requests.
Diplomas
- Bachelor’s degree in business administration, finance concentration, from the Université du Québec à Montréal
- Financial Planner