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.
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.
Personalized Services
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
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
Retirement Announcement
After 13 years of dedicated service to our team, Yves Lessard has retired. We warmly thank him for his commitment and exceptional contribution to our organization.
To ensure a smooth transition and continue to offer you quality service, the Wealth Management team remains at your disposal to assist you. Do not hesitate to contact us for any questions or support needs.
To book an appointment with one of our advisors, you can choose a date and time slot directly in the calendar by clicking the button below. You can also reach the Advisory Services team by phone from Monday to Thursday from 8 a.m. to 8 p.m. and Fridays from 8 a.m. to 5 p.m., at 514-788-6485 (toll-free at 1-800-291-0337).
Wealth Management team