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.
Jonathan Elie

Jonathan Elie
Advisor and Mutual Fund Representative, Advisory Services
Responsible Investment Specialist
Mr. Elie He 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 meeting the needs of our clients to help them achieve their financial independence.
His career began in 2016 at the Bank of Montreal where he held, among those, the role of Personal Financial Advisor.
Diploma
- Bachelor's degree in business administration from University of Quebec in Outaouais