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.
Ngoc-Nam Vu

Ngoc-Nam Vu
Senior Advisor, Business Development and Mutual Fund Representative
Responsible Investment Specialist
Diplomas
Bachelor of Business Administration from HEC Montréal
Chartered Investment Manager from the Canadian Securities Institute
Mr. Vu joined FÉRIQUE Investment Services in May 2013 as an Advisor and Mutual Funds Representative for the Advisory Services, then for Personalized Service. In April 2024, he joined the Business Development team as Senior Wealth Management Advisor and Mutual Funds Representative.
In this role, Mr. Vu works to develop our existing client base and acquire new clients through proactive approaches. He will be responsible for strengthening our relationships with existing clients, while taking targeted steps to increase our client base.