Group saving plans for your employees
Put your employees at the centre of your success with a workplace savings program. By simplifying savings and retirement planning, this program gives your team members the tools to build financial health and resilience.
Tax-efficient plans
Our solutions for SMBs are simple to deploy and easy to manage.
In addition to the RRSP and the TFSA, our partnership with Groupe Conseil Ringuet gives you access to a multitude of plans: DPSP, SIPP, VRSP, DCPP and so on.
A group Registered Retirement Savings Plan (RRSP) is a savings product, registered with the Canada Revenue Agency (CRA), that an employer offers to employees. Through payroll deductions, employees make contributions at source that are tax-sheltered until the money is withdrawn during retirement.
A group Tax-Free Savings Account (TFSA) is also a savings plan registered with the CRA. Contributions are made in after-tax dollars but accumulate tax-free. Because withdrawals are tax-free, the TFSA is the perfect instrument to support short- and even long-term savings goals.
Thanks to our partnership with employee benefits consultant Groupe Conseil Ringuet, you have access to a multitude of plans: DPSP, SIPP, VRSP, DCPP and so on. Don’t hesitate to make an appointment with our team if you’d like more information.
A simple experience for you
- Personalized support for plan development and implementation
- Presentations and training for employees
- Membership tailored to each employee (online, by phone or in person)
- A transactional website where you can make your contributions and track your plans
- Support from a specialized team and a Wealth Management team
An engaging experience for your employees
- Unparalleled support and customer service
- A complete digital experience with FÉRIQUE’s Portal and mobile app
- Access to all investment solutions and account types offered
- Eligibility that includes family members
- Maintenance of benefits and access to all services offered if the employee leaves the firm
A team dedicated to your business
Whether you want to set up a savings plan or an insurance plan, or open an account for your business, we can guide you.
Nicolas Samaan Vice President, Business DevelopmentNicolas Samaan- Bryan Gagné-Henry Senior Advisor and Mutual Fund Representative, Business DevelopmentBryan Gagné-Henry
- Pascale Gendron Senior Advisor and Mutual Fund Representative, Wealth DevelopmentPascale Gendron
- David Perez Senior Advisor and Mutual Fund Representative, Wealth DevelopmentDavid Perez
- Ngoc-Nam Vu Senior Advisor and Mutual Fund Representative, Business DevelopmentNgoc-Nam Vu
Nicolas Samaan
Nicolas Samaan
Vice President, Business Development
Responsible Investment Specialist
Diplomas
Bachelor's degree from McGill University with a major in economics and a minor in administration
Financial planner
Experience
Mr. Samaan has been working in the banking services sector since the early 2000s, with several years focused on group retirement plans.
Mr. Samaan joined FÉRIQUE Investment Services as Assistant Vice President, Business Development in June 2021. He develops and builds lasting relationships with our business and strategic partners.
Our investment solutions
FÉRIQUE Portfolios
Turnkey solutions with a long-term strategic asset allocation to invest in a combination of actively managed mutual funds.
FÉRIQUE ETF Portfolios
Turnkey solutions with a long-term strategic asset allocation to invest primarily in a combination of index-based ETFs.
FÉRIQUE Funds
Twelve actively managed mutual funds, offering exposure to a range of economic sectors, geographic regions, asset classes and investment styles.
Unparalleled service
To offer you investment strategies that meet your needs, you and your employees have access to a team of mutual fund advisors and representatives registered with the Autorité des marchés financiers. They’re in Montreal and available Monday to Thursday from 8 a.m. to 8 p.m. and Friday from 8 a.m. to 5 p.m.
Our commitment to sustainability
All members of our Wealth Management team hold the Responsible Investment Specialist (RIS) designation.
Since 2006, the principles of responsible investment have been integrated, to varying degrees, into the investment objectives of certain Funds and Portfolios within the FÉRIQUE lineup. This approach does not apply to the FÉRIQUE ETF Portfolios. To learn more, consult our responsible investment approach.
