Transfer fee reimbursement
Transfer an account with a value of at least $5,000 and FÉRIQUE Investment Services will refund you up to $150 in transfer fees.
For healthy finances and engineers
Because well-being and finances go hand in hand, we help you stay on track with investment solutions and a range of advantageous services. And until May 31, 2026, receive a Fitbit Inspire 3 when you become a client of FÉRIQUE Investment Services, the principal distributor of FÉRIQUE Funds. See the terms and conditions of the offer.
Contribute to your financial well-being with FÉRIQUE Funds.
FÉRIQUE Fund Management
For complete transparency, management expense ratios (MER) reflects all fees associated with the different Funds:
- management fees
- sub-manager fees
As a non-profit organization, FÉRIQUE Fund Management reinvests profits for the benefit of FÉRIQUE Fund holders. In this way it can:
- reduce management expense ratios and keep them among the lowest in the country relative to their comparison2 universe; and
- develop and improve services and tools for the management of your investments.
FÉRIQUE Fund Management
Active management is at the heart of FÉRIQUE Funds’ strategy. We work with renowned managers, carefully selected and closely monitored. They choose the most promising securities to build diversified and resilient portfolios capable of adapting to changing market conditions. Our funds aim to deliver returns above industry medians with a reasonable level of risk.
Over a 10-year period, 94% of FÉRIQUE Funds’ assets have achieved this goal3.
Get your Fitbit Inspire 3
Become a client and contribute to an account by May 31, 2026 with FÉRIQUE Investment Services, the principal distributor of FÉRIQUE Funds, and receive a Fitbit Inspire 3* smartwatch.
Your partner for achieving financial independence
FÉRIQUE Investment Services
The FÉRIQUE Investment Services team offers financial guidance throughout your lifetime. No fees. No commissions. Theis service offered at no additional cost when you do business with FÉRIQUE Investment Services. There are no extra charges! We can help you:
- Optimize your investments
- Plan for your retirement
- Plan your withdrawals
- Plan or settle an estate
An accessible, flexible service
Obtain a telephone consultation, schedule an in-person meeting or opt for a do-it-yourself approach – whatever suits you. We provide guidance tailored to your needs, however and whenever it suits you.
- Get advice on the phone.
- Book an appointment with a financial planner in just a few clicks.
- Manage your finances with ease: Use our app and portal to check your investments, make trades and track your financial progress.
FÉRIQUE Investment Services
A comprehensive offer for all your life projects
Retirement
Plan your income and withdrawals for a retirement full of projects, with the support of our teams and specialized tools.
Home ownership
In collaboration with nesto, you have access to the most competitive rates on the market and receive a 0.15% discount on the amount of your mortgage.
Estate planning
Plan your legacy and estate with complete peace of mind thanks to personalized support.
Businesses
Offer your employees group plans and insurance solutions that are simple to implement and easy to manage, designed specifically for SMEs.
FÉRIQUE Investment Services
To open an account or get financial advice, contact FÉRIQUE Investment Services, the main distributor of FÉRIQUE Funds.
Wealth Management Team
Tel: 514-788-6485
Toll-free: 1-800-291-0337
Regular hours:
Monday to Thursday: 8 a.m. – 8 p.m.
Friday: 8 a.m. – 5 p.m.
Who may invest in the FÉRIQUE Funds?
Since 1974, a growing number of engineering graduates and their family members have been putting their trust in FÉRIQUE Funds to make their projects a reality.
Refer a friend or family member for a chance to win $150
Immediate family members of our current clients (spouses, children, parents and grandparents, brothers and sisters), as well as engineering students and graduates, are eligible and can enjoy the same FÉRIQUE experience. 5 prizes of $150 are up for grabs every month!
Unparalleled level of service
Our team is here to offer you investment strategies that meet your needs.
Digital tools to stay the course
Track your investments more effectively with the Portal and the mobile app.
*Terms and conditions of the offer
Fitbit Inspire 3 – by FÉRIQUE Fund Management
« Eligible Client » refers to an individual who meets all of the following criteria:
- Is eligible for FÉRIQUE Funds: FÉRIQUE Funds are available exclusively to individuals aged 18 and over residing in Quebec who meet the eligibility requirements outlined in the prospectus.
- Is not already the holder of an eligible account with FÉRIQUE Investment Services during the promotional period.
- Has a valid email address associated with their client profile at FÉRIQUE Investment Services at the time the prize is awarded.
« Eligible Account» refers to an RRSP, TFSA, FHSA, or RESP account with FÉRIQUE Investment Services («FÉRIQUE»).
« Promotional Offer» refers to the offer described below.
« Terms» refers to these terms and conditions governing this promotional offer.
« You», « your», and « yours» refer to any eligible client.
« We», « our», « us», and « FÉRIQUE» refer to FÉRIQUE Investment Services (the Sponsor).
- If you meet the eligibility criteria and conditions stated, you will receive an email from FÉRIQUE containing a form that you must complete to allow us to send you a Fitbit Inspire 3 watch in the color of your choice (subject to availability on the supplier’s website).
- This email will be sent to the email address associated with your client profile at FÉRIQUE within 30 days after you reach $500 in net contributions in your eligible account.
- The promotion is valid for eligible accounts opened from March 23, 2026 to May 31, 2026 at midnight (ET) by eligible clients.
To be eligible for the promotional offer, you must:
- Be an eligible client.
- Open and contribute to an eligible account (RRSP, TFSA, FHSA, or RESP) with FÉRIQUE Investment Services between March 23 and May 31, 2026 at midnight (HE).
- Indicate, « FITBIT » or enter « FITBIT » in the promo code or referral code when opening the account.
- Take at least one of the following two actions:
- Make a minimum deposit of $500 into the eligible account within 30 days of account opening, or initiate an inter-institution fund transfer of at least $500 within 30 days of account opening.
- Set up a pre-authorized contribution plan of at least $50 per month, starting within 30 days of account opening, and accumulate at least $500 in net contributions in the eligible account within 12 months of opening the eligible account.
- The promotional offer is limited to one Fitbit Inspire 3 watch per eligible client.
- Your eligible account must remain open and in good standing, and the eligibility criteria you met to receive the promotional offer must remain in effect until May 31, 2027, that is, for 12 months following the end of the promotional offer.
- If, after receiving the promotional offer, you close your eligible account or no longer meet the eligibility criteria that allowed you to benefit from the promotional offer at any time before May 31, 2027, we reserve the right to debit your eligible account or any other account you hold with us for an amount equal to the value of the promotional offer, which is $130.
- If, for any reason, the promotional offer cannot proceed as planned, the Sponsor reserves the right, at its sole discretion and without prior notice, to terminate or suspend the promotional offer in whole or in part, or to modify it at its discretion.
- The Sponsor reserves the right, at its sole discretion, to amend, remove, or add to these Terms and Conditions from time to time and without notice. In the event of any discrepancy between these provisions and the content of any brochure or other promotional materials relating to this promotional offer, these Terms and Conditions shall prevail.
- The Sponsor reserves the right, at its sole discretion, to suspend, limit, or cancel this promotional offer or to deem any Account holder ineligible if they manipulate the process, fairness, or integrity of the offer, or misuse it.
- This promotional offer may be suspended, modified, or withdrawn at any time and without notice.
- The promotional offer is available while supplies last.
- You declare that you have read and understood these Terms and Conditions and agree to be bound by them. Any notice from us regarding this promotional offer shall be deemed given on the date it is published on our website.
* See the terms and conditions of the offer.
1 Current MER of FÉRIQUE Funds as of January 1, 2026, and the median MER of mutual funds in this category as of December 31, 2025, according to Fundata Canada Inc. Fund universe with service. Medians may have fluctuated since the publication date of this page. All fees are shown including taxes in the table. For more information, please refer to the simplified prospectus of the FÉRIQUE Funds. The current MER of the 100% Equity Portfolio has been in effect since its inception on June 18, 2025.
2 The Management expense ratios for FÉRIQUE Funds and Portfolios are among the lowest in Canada compared with their reference universe, according to Fundata Canada Inc.
3Sources: Fundata Canada Inc. (fund universe with service) and FÉRIQUE Management. Positioning of the FÉRIQUE Funds and Portfolios relative to the competition as of December 31, 2025.