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.
Louis Lizotte

Louis Lizotte
Chief, Investment Solutions
Mr. Lizotte joined FÉRIQUE in 2010 as Director, Investments. He has promoted to Chief, Investment Solutions in 2020. In his role, he is responsible for two key functions within the organization: marketing and investement management.
He has over 20 years of diversified financial industry experience. Before joining FÉRIQUE, he worked at CIBC Global Asset Management where he contributed to the development of investment products and strategies.
Diplomas
- Bachelor’s degree in Business Administration from Bishop's University
- Chartered Financial Analyst (CFA)
- FRM certification (Financial Risk Manager)