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 Vice President, Investments
- 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 Senior Director, Private Wealth and Mutual Fund Representative
- 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
Advisors
The advisors on the Wealth Management team offer quick and easy access to answer your questions about your investments or our financial solutions.
- Karen Abi NassifKaren Abi Nassif Advisor and Mutual Fund Representative, Advisory Services
- Jonathan ElieJonathan Elie Advisor and Mutual Fund Representative, Advisory Services
- Quesny Jean BaptisteQuesny Jean Baptiste Advisor and Mutual Fund Representative, Advisory Services
- Robert MartelRobert Martel Advisor and Mutual Fund Representative, Advisory Services
- Alejandra ParisAlejandra Paris Advisor and Mutual Fund Representative, Advisory Services
- Shelley Porcheron McGillShelley Porcheron McGill Advisor and Mutual Fund Representative, Advisory Services
- Matthieu TurcotteMatthieu Turcotte Advisor and Mutual Fund Representative, Advisory Services
Senior Advisors
Our senior advisors are here to review and fine-tune your financial strategy.
- Paul MuszynskiPaul Muszynski Team Lead, Senior Advisor and Mutual Fund Representative, Wealth Management
- Vincent ChoquetteVincent Choquette Senior Advisor and Mutual Fund Representative, Wealth Management
- Jean-Michel DuguayJean-Michel Duguay Senior Advisor and Mutual Fund Representative, Wealth Management
- Olivier Duguay-LeclercOlivier Duguay-Leclerc Senior Advisor and Mutual Mund Representative, Wealth Management
- Ahmed El OufirAhmed El Oufir Senior Advisor and Mutual Fund Representative, Wealth Management
- Bryan Gagné-HenryBryan Gagné-Henry Senior Advisor, Business Development and Mutual Fund Representative
- Pascale GendronPascale Gendron Senior Advisor, Wealth Development and Mutual Fund Representative
- Samuel LajeunesseSamuel Lajeunesse Senior Advisor and Mutual Fund Representative, Wealth Management
- Tian Jing Liu
Tian Jing Liu Senior Advisor and Mutual Fund Representative, Wealth Management - Gabriel Mc CannGabriel Mc Cann Senior Advisor and Mutual Fund Representative, Wealth Management
- Ngoc-Nam VuNgoc-Nam Vu Senior Advisor, Business Development and Mutual Fund Representative
Financial Planners
Our financial planners are here to review your investments and build or optimize your financial, retirement, decumulation, or estate plan.
- Isabelle BouretIsabelle Bouret Financial Planner and Mutual Fund Representative, Retirement and Estate Planning
- Debola KayDebola Kay Financial Planner and Mutual Fund Representative, Wealth Management
- Jean-François LabergeJean-François Laberge Financial Planner and Mutual Funds Representative, Wealth Management
- Alexandre LassondeAlexandre Lassonde Financial Planner and Mutual Fund Representatitve, Retirement and Estate Planning
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.
- Thomson ChoiThomson Choi Financial Planner and Mutual Fund Representatitve, 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
- 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 Funds Representative, Private Wealth
- Sarah TekkoukSarah Tekkouk Financial Planner and Mutual Fund Representative, Private Wealth
Assistants, Private Wealth
To book an in-person appointment, you can contact Private Wealth at 514 840-9204, extension 678.
- Isabelle Falardeau St-AmourIsabelle Falardeau St-Amour Mutual Fund Representative - Assistant, Private Wealth
- Fatou NiasseFatou Niasse Mutual Fund Representative - Assistant, Private Wealth
Investments
As managers of the FÉRIQUE Funds, our experts select and closely monitor world respected portfolio managers.
- Francis FortinFrancis Fortin Vice President, Investments
- François FréchetteFrançois Fréchette Senior Director and Portfolio Manager, Investments
- Mathieu DelisleMathieu Delisle Analyst, Investments
- Abdellilah NafiaAbdellilah Nafia Senior Analyst, Investments
- David ZannellaDavid Zannella Senior Portfolio Manager, Investments
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.