Invite someone and get a chance to win $150*
By inviting someone to become a client, you get a chance to win one of the 5 monthly prizes of $150.
Engineering students aim for financial autonomy
Learn about the world of finance and find out how your money can make money.
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.
Build your financial future today
FÉRIQUE Investment Services and FÉRIQUE Fund Management are two non-profit organizations that work to optimize the finances of engineering professionals and students, their families and businesses. Through numerous initiatives, they support and encourage the world of engineering and the next generation.
Personalized advice
FÉRIQUE Advisory Services Team offers you personalized advice to optimize your financial situation.
Dedicated to the world of engineering
Our business model is unique. We work hard, in your interest.
Powerful tools
Take advantage of our digital tools, such as the mobile application and the Client Portal, to follow the evolution of your investments.
NPOs involved in the next generation of engineers
FÉRIQUE Fund Management and FÉRIQUE Investment Services support the next generation by offering several scholarships and sponsorships. The two NPOs have also developed several partnerships with universities, in order to offer maximum support to projects and students who stand out in the field of engineering.
FÉRIQUE Investment Services
Wealth Management
To analyze your financial needs or goals, and confirm that your investment strategies are meeting them, you can count on the sound and objective advice of the Wealth Management teams.
Whether it's for your retirement, your children’s or grandchildren’s education or any other short-term or long-term project, there are several types of accounts available to you.
Registered Accounts
TFSA, RRSP, RESP, FHSA, RRIF, LIF, LIRA
Non-Registered Accounts
Investment Account for Individuals
Investment Account for Businesses
Trust Account
Whatever your projects, our team is here to help you plan and optimize your finances.
What we can do for you:
- Design a financial plan adapted to your situation, regardless of your age or assets
- Revise your plan with you to adjust it to your life events
- Provide advice to optimize your financial situation
Whether your retirement is imminent or many years away, it’s important to plan for it today so that you can take full advantage of it when the time comes.
As a FÉRIQUE Investment Services client, you can receive personalized support from a member of the Advisory team.
Will you be retiring soon? Careful planning will help you achieve your projects and enjoy your freedom.
- Get a complete, detailed retirement projection
- Obtain guidance from a team that listens to your needs, at no additional cost
- Simplify and unify your investment and decumulation management
Discover our new personalized estate planning support service.
We offer a comprehensive approach adapted to your financial needs. We can ensure your assets are transferred according to your wishes or help you settle an estate efficiently.
The FÉRIQUE Portal and mobile app are accessible at all times to facilitate the management of your savings projects and investments.
Open an account, manage your investments online, view your personalized returns and track your investments, anytime!
FÉRIQUE Fund Management
Investment solutions
Actively managed by world respected managers, FÉRIQUE Funds let you invest in a wide range of mutual funds and include FÉRIQUE Portfolios, our turnkey investment solutions.
By investing in them, you benefit from a major advantage: management fees that are among the lowest in Canada.4
A multitude of possibilities
Our line of investment funds includes Canadian, international and specialty funds and allows you to invest in various sectors of the economy, asset classes, regions of the world and investment styles.
Whether you’re saving for your retirement, your children’s education or a trip, FÉRIQUE Funds can help you make your projects a reality.
To invest with peace of mind
Don't have the time or interest to diligently monitor the asset allocation of your investments? FÉRIQUE Portfolios are true turnkey solutions.
They correspond to different investor profiles, from the most conservative to the most aggressive, depending on their level of risk. They are managed according to a specific mix of investments to help you reach your objectives with complete peace of mind.
All FÉRIQUE Fund managers and sub-managers ("managers") are carefully chosen following a rigorous evaluation process and based on their expertise in the asset classes concerned.
FÉRIQUE Funds aim to outperform the median returns of comparable funds within their category, with reasonable risks and some of the most affordable management fees in the industry.4
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.
Start saving and investing
Investing can be complicated when you don't know where to start. Our Advisory team is there to support you in order to help you make the best financial decisions.
A good way to take care of your finances is to make a budget and record your monthly cash inflows and outflows. The trick is to divide your expenses into two categories: fixed expenses - like your rent or car payment - and variable expenses - like hobbies and contingencies. By keeping an eye on your finances, you could generate a surplus of money that can be saved or invested, depending on your personal goals.
With a first job comes a new source of stable income. Have you thought about finding out about the benefits offered by your employer? A group savings plan with a small employer contribution means more money in your pocket! With your new income, start creating an emergency fund: it could allow you to last a few months in the event of the unexpected.
What is the point of using a mutual fund representative? With objective advice and expertise, they help you achieve your financial goals. They are a partner and an ally in the management of your investments throughout your life. They contribute to your well-being and that of your loved ones.
Courrier de mes finances
Wondering whether you should pay off your debts first or start saving? Torn between buying a home and renting? Sinem Kara answers your questions alongside financial planner Nicolas Samaan (in French).
Modal to watch YouTube video.
