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 Distribution and Business Development - Isabelle Dion
Isabelle Dion Vice-president, Distribution - Maxime Goulet-Dion
Maxime Goulet-Dion Vice President, Information Technology and Operations - Michel LajoieMichel Lajoie Chief of Corporate and Legal Affairs and Chief Compliance Officer of Gestion FÉRIQUE
- Jean-Pierre Nadeau
Jean-Pierre Nadeau Chief Administrative Officer - Julie ParentJulie Parent Vice President, Legal Affairs and Chief Compliance Officer of FÉRIQUE Investment Services
- Donna PrahacsDonna Prahacs Vice President, Talent, Culture and Sustainable Development
- Hugo Thibault
Hugo Thibault Vice President, Marketing - Fabienne LacosteFabienne Lacoste Strategic Advisor
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.
- Michael BendahanMichael Bendahan Chief of Distribution and Business Development
- Isabelle DionIsabelle Dion Vice-president, Distribution
- Nicolas Samaan
Nicolas Samaan Assistant Vice President, Business Development - Youssef AdlaniYoussef Adlani Director, Advisory Services and Mutual Fund Representative
- Bruno D'AndreaBruno D'Andrea Principal director, Personalized Services and Mutual Fund Representative
- Firouz Nikpour-NainiFirouz Nikpour-Naini Director, Customer Experience and Digital Evolution and Mutual Fund Representative
- Baba Sakho SyBaba Sakho Sy Assistant Director, Advisory Services and Mutual Fund Representative
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.
- Isabelle DionIsabelle Dion Vice-president, Distribution
- Pierre Desharnais
Pierre Desharnais Financial Planner and Mutual Fund Representatitve, Private Wealth - Olivier MercierOlivier Mercier Financial Planner and Mutual Fund Representative, Private Wealth
- Frédéric RobinFrédéric Robin Financial Planner and Mutual Fund Representative, Private Wealth
- Étienne RoyÉtienne 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 Management
- Fatou NiasseFatou Niasse Mutual Fund Representative - Administrative Assistant, Private Wealth
- Dana Sleiman
Dana Sleiman Mutual Fund Representative - Assistant, Private Wealth
Personalized Services team
Our Personalized Service team is here to analyze your financial situation and develop a financial strategy, retirement plan and withdrawal strategy.
- Bruno D'AndreaBruno D'Andrea Principal director, Personalized Services and Mutual Fund Representative
- Isabelle BouretIsabelle Bouret Senior Advisor and Mutual Fund Representative, Personalized Services and Advisory Services
- Vincent ChoquetteVincent Choquette Senior Advisor and Mutual Fund Representative, Personalized Services
- Debola KayDebola Kay Senior Advisor and Mutual Fund Representative, Personalized Services
- Yves LessardYves Lessard Financial Planner and Mutual Fund Representative, Personalized Services
- Béatrice RoyBéatrice Roy Senior Advisor and Mutual Fund Representative, Personalized Services
- Ngoc-Nam VuNgoc-Nam Vu Senior Advisor and Mutual Fund Representative, Personalized Services
Advisory Services team
Our Advisory Service team is always available to quickly answer any of your questions regarding your investments or our investment solutions.
- Youssef AdlaniYoussef Adlani Director, Advisory Services and Mutual Fund Representative
- Baba Sakho SyBaba Sakho Sy Assistant Director, Advisory Services and Mutual Fund Representative
- Isabelle BouretIsabelle Bouret Senior Advisor and Mutual Fund Representative, Personalized Services and Advisory Services
- Jean-Michel Duguay
Jean-Michel Duguay Advisor and Mutual Fund Representative, Advisory Services - Jonathan ElieJonathan Elie Advisor and Mutual Fund Representative, Advisory Services
- Iliès HassaniIliès Hassani Senior Advisor and Mutual Fund Representative, Advisory Services
- Hussian HassinHussian Hassin Advisor and Mutual Fund Representative, Advisory Services
- André Idrissa LamAndré Idrissa Lam Advisor and Mutual Fund Representative, Advisory Services
- Robert MartelRobert Martel Advisor and Mutual Fund Representative, Advisory Services
- Gabriel McCannGabriel McCann Senior Advisor and Mutual Fund Representative, Advisory Services
- Paul Muszynski
Paul Muszynski Advisor and Mutual Fund Representative, Advisory Services
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.
- Nicolas SamaanNicolas Samaan Assistant Vice President, Business Development
- Bryan Gagné-HenryBryan Gagné-Henry Senior Advisor, Business Development and Mutual Fund Representative
Investments
As managers of the FÉRIQUE Funds, our experts select and closely monitor world respected portfolio managers.
- Louis LizotteLouis Lizotte President and CEO
- François FréchetteFrançois Fréchette Senior Director of Investments
- Bruno Lefebvre
Bruno Lefebvre Senior Analyst, Investments - Clarisse JeanninClarisse Jeannin Analyst, Investments
- Ariane TessierAriane Tessier Assitant, President and CEO
Olivier Mercier
Olivier Mercier
Financial Planner and Mutual Fund Representative, Private Wealth
Responsible Investment Specialist
Mr. Mercier joined FÉRIQUE Investment Services as Financial Planner in 2012. His role is to meet the clients and review with them their investment objectives as well as making recommendations regarding their investments and personal finance.
Before joining FÉRIQUE Investment Services, he was a Financial Planner at Caisse Desjardins and Caisse Desjardins du Réseau de la Santé.
Diplomas
- Bachelor of Science from HEC Montréal
- Financial Planner from the Institut québécois de la planification financière
- Mutual Funds Representative from the Institute of Canadian Bankers