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.
Norman Szeto

Norman Szeto
Financial Planner and Mutual Funds Representative, Private Wealth
Responsible Investment Specialist
Diplomas
Bachelor's degree in Business Administration from UQAM
Certification in Financial Planning from UQAM
Master of Business Administration (MBA), UQAM
Experience
M. Szeto ha over 15 years of experience in the financial sector, including with the National Bank of Canada and the Laurentian Bank.
Norman Szeto joined FÉRIQUE Investment Services in August 2023 as a Financial Planner and a Mutual Fund Representative of the Private Wealth team. With is vas experience, Mr. Szeto is able to provide high quality customer service.