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.
Yves Lessard

Yves Lessard
Financial Planner and Mutual Fund Representative, Personalized Services
Responsible Investment Specialist
Mr. Lessard joined Services d’investissement FÉRIQUE in April 2011 as a financial planner and Mutual Fund Representative. His primary duty is to meet and help our clients manage their money and give them sound advice on taxation, insurance, estate planning and certain legal aspects.
Since the beginning of his career in 1990, he helds various positions at National Bank and Desjardins.
Diplomas
- Bachelor of Business Administration from Université du Québec à Montréal
- Financial Planner
- Canadian Securities Course