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.
Jonathan Elie

Jonathan Elie
Advisor and Mutual Fund Representative, Advisory Services
Responsible Investment Specialist
Diplomas
Bachelor's degree in business administration from University of Quebec in Outaouais
Experience
Mr. Elie career began in 2016 at the Bank of Montreal where he held notably the role of Personal Financial Advisor.
Mr. Elie joined FÉRIQUE Investment Services as Advisor and Mutual Fund Representative, Advisory Services, in January 2022. In this role, he puts forward an approach focused on rigorous execution and the satisfaction of our clients to help them achieve their financial independence.