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 Dion

Isabelle Dion
Vice president, Distribution
Responsible investment specialist
Contact details
- Telephone: 514-840-9204, ext. 500
- Email: isabelle.dion@ferique.com
Ms. Dion joined FÉRIQUE Investment Services in January 2016. In this role, she is responsible for FÉRIQUE Private Wealth service offering as well as managing the Private Wealth, Personalized Services and Advisory Services teams.
She has over 30 years of experience in the banking industry, having worked at Laurentian Bank, at National Bank and at National Bank Private Banking 1859.
Diplomas
- Bachelor in Business Administration from the Université du Québec à Montréal
- Master of Business Administration from the Université du Québec à Montréal
- Financial Planner from the Institut québécois de planification financière
- Fellow and Chartered Investment Manager from the Canadian Securities Institute