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.
- Louis Lizotte
Louis Lizotte President and CEO - Michael Bendahan
Michael Bendahan Chief of Wealth Management and Corporate Development - Isabelle DionIsabelle Dion Vice President, Wealth Management
- Francis FortinFrancis Fortin Chief Investment Officer
- Maxime Goulet-DionMaxime Goulet-Dion Vice President, Technology
- Michel LajoieMichel Lajoie Chief of Corporate and Legal Affairs and Chief Compliance Officer of Gestion FÉRIQUE
- Jean-Pierre NadeauJean-Pierre Nadeau Chief Administrative Officer
- Julie ParentJulie Parent Vice President, Legal Affairs and Chief Compliance Officer of FÉRIQUE Investment Services
- Donna PrahacsDonna Prahacs Chief of Talent, Culture and Sustainable Development
- Nicolas SamaanNicolas Samaan Vice President, Business Development
- Hugo ThibaultHugo Thibault Vice President, Marketing and Corporate Development
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.
- Michael BendahanMichael Bendahan Chief of Wealth Management and Corporate Development
- Isabelle DionIsabelle Dion Vice President, Wealth Management
- Nicolas SamaanNicolas Samaan Vice President, Business Development
- Youssef AdlaniYoussef Adlani Senior Director, Advisory Services and Mutual Fund Representative
- Mélanie GouletMélanie Goulet Assistant Vice President, Wealth Management
- Bruno D'AndreaBruno D'Andrea Director and Financial Planner, Wealth Management and Mutual Fund Representative
- Iliès HassaniIliès Hassani Assistant Director, Advisory Services and Mutual Fund Representative
- Paul MuszynskiPaul Muszynski Assistant Director, Wealth Management and Mutual Fund Representative
Wealth Management
To analyze your financial needs or goals, and confirm that your investment strategies are meeting them, you can count on the sound and objective advice of the Wealth Management team.
- Isabelle BouretIsabelle Bouret Financial Planner and Mutual Fund Representative, Retirement and Estate Planning
- Sandrine HaineaultSandrine Haineault Financial Planner and Mutual Fund Representative, Wealth Management
- Debola KayDebola Kay Financial Planner and Mutual Fund Representative, Wealth Management
- Alexandre LassondeAlexandre Lassonde Financial Planner and Mutual Fund Representatitve, Retirement and Estate Planning
- Karen Abi NassifKaren Abi Nassif Advisor and Mutual Fund Representative, Advisory Services
- Vincent ChoquetteVincent Choquette Senior Advisor and Mutual Fund Representative, Wealth Management
- Jean-Michel DuguayJean-Michel Duguay Senior Advisor and Mutual Fund Representative, Advisory Services
- Ahmed El OufirAhmed El Oufir Senior Advisor and Mutual Fund Representative, Wealth Management
- Jonathan ElieJonathan Elie Advisor and Mutual Fund Representative, Advisory Services
- Bryan Gagné-HenryBryan Gagné-Henry Senior Advisor and Mutual Fund Representative, Business Development
- Pascale GendronPascale Gendron Senior Advisor and Mutual Fund Representative, Wealth Development
- Belky Gaëtan Jean BaptisteBelky Gaëtan Jean Baptiste Advisor and Mutual Fund Representative, Advisory Services
- Tian Jing LiuTian Jing Liu Senior Advisor and Mutual Fund Representative, Wealth Management
- Samuel LajeunesseSamuel Lajeunesse Senior Advisor and Mutual Fund Representative, Wealth Management
- Sarah LefèvreSarah Lefèvre Advisor and Mutual Fund Representative, Advisory Services
- Robert MartelRobert Martel Advisor and Mutual Fund Representative, Advisory Services
- Gabriel Mc CannGabriel Mc Cann Senior Advisor and Mutual Fund Representative, Advisory Services
- Shelley Porcheron McGillShelley Porcheron McGill Advisor and Mutual Fund Representative, Advisory Services
- Alejandra ParisAlejandra Paris Advisor and Mutual Fund Representative, Advisory Services
- David PerezDavid Perez Senior Advisor and Mutual Fund Representative, Wealth Development
- Matthieu TurcotteMatthieu Turcotte Advisor and Mutual Fund Representative, Advisory Services
- Ngoc-Nam VuNgoc-Nam Vu Senior Advisor and Mutual Fund Representative, Business Development
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.
To schedule an in-person appointment, contact your financial planner by phone.
- Thomson ChoiThomson Choi Financial Planner and Mutual Fund Representative, Private Wealth
- Pierre DesharnaisPierre Desharnais Financial Planner and Mutual Fund Representatitve, Private Wealth
- Jean-Sébastien HallalJean-Sébastien Hallal Financial Planner and Mutual Fund Representatitve, Private Wealth
- Jean-François LabergeJean-François Laberge Financial Planner and Mutual Funds Representative, Wealth Management and Private Wealth
- Gabriel PoudretteGabriel Poudrette Financial Planner and Mutual Fund Representative, Private Wealth
- Frédéric RobinFrédéric Robin Financial Planner and Mutual Fund Representative, Private Wealth
- Béatrice RoyBéatrice Roy Financial Planner and Mutual Fund Representative, Private Wealth
- Marie-Carmen SorelMarie-Carmen Sorel Financial Planner and Mutual Fund Representative, Private Wealth
- Norman SzetoNorman Szeto Financial Planner and Mutual Fund Representative, Private Wealth
- Sarah TekkoukSarah Tekkouk Financial Planner and Mutual Fund Representative, Private Wealth
- Fatou NiasseFatou Niasse Mutual Fund Representative - Assistant, Private Wealth
- Marie-Lou QuintalMarie-Lou Quintal Assistant, Private Wealth
Investments
As managers of the FÉRIQUE Funds, our experts select and closely monitor world respected portfolio managers.
- Francis FortinFrancis Fortin Chief Investment Officer
- François FréchetteFrançois Fréchette Assistant Vice President, Investments
- David ZannellaDavid Zannella Senior Portfolio Manager, Investments
- Karim Bengelloun ZahrKarim Bengelloun Zahr Assistant Portfolio Manager, Investments
- Mathieu DelisleMathieu Delisle Analyst, Investments
- Abdellilah NafiaAbdellilah Nafia Senior Analyst, Investments
Karim Bengelloun Zahr
Karim Bengelloun Zahr
Assistant Portfolio Manager, Investments
Diplomas
Bachelor’s degree in Economics, Université de Montréal
Graduate Diploma in Financial Professions (D.E.S.S.), HEC Montréal
Chartered Financial Analyst (CFA)
Experience
With nearly nine years of experience in the investment and asset management sector, Mr. Bengelloun Zahr began his career at Services d'investissement FÉRIQUE, where he progressed from advisory roles to investment management analysis, and then expanded his expertise in responsible investment during a stint at McGill University. He rejoins the Gestion FÉRIQUE Management team in November 2025.
Mr. Karim Bengelloun Zahr is responsible for monitoring the performance and risk of certain funds and portfolios. Committed to ensuring rigorous management tailored to client needs, he plays a leading role in the search for external managers. He also contributes to the development of materials for internal and external presentations and supports responsible investment initiatives.