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A 5th DALBAR Excellence Award for Advisory Services

Excellence

FÉRIQUE Investment Services is once again being recognized in 2021 for the excellence of its telephone service. This is the 5th consecutive year our team has received the DALBAR Excellence Award from the independent firm of the same name.

The DALBAR Awards are a mark of recognition given to financial services companies that have distinguished themselves from their peers in terms of customer service after a full year of continuous evaluation.

FÉRIQUE Investment Services offers personalized advisory services with a professional team comprised of Mutual Fund Representatives and Financial Planners. Their quality advice and customer service are among the criteria that set them apart.


About DALBAR
DALBAR Inc. is the financial community’s leading independent expert for evaluating, auditing and rating business practices, customer performance, product quality and service.

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Financial services for engineers and engineering professionals and graduates*


FÉRIQUE Investment Services offers you the FÉRIQUE Funds and Portfolios, a range of mutual funds with some of the lowest management fees in the industry1. You also have access to objective advice and personalized support, at no additional cost.

* See eligibility conditions

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Management expense ratios for FÉRIQUE Funds and Portfolios are among the lowest in Canada compared with their reference universe, according to Fundata Canada Inc. 

FÉRIQUE is a registered trademark of Gestion FÉRIQUE and is used under license by its subsidiary, Services d'investissement FÉRIQUE. Gestion FÉRIQUE is an Investment Fund Manager and assumes management duties in relation to the FÉRIQUE Funds. Services d'investissement FÉRIQUE is a Mutual Fund Dealer and a Financial Planning Firm, as well as the Principal distributor of the FÉRIQUE Funds. Please note that for commercial purposes, Services d'investissement FÉRIQUE is also known in English as FÉRIQUE Investment Services. There may be brokerage fees, trailing commissions, management fees and expenses associated with investment in the Funds. Management expense ratios vary from one year to another. Please read the prospectus before investing. Mutual funds are not guaranteed, their values fluctuate frequently and past performance may not be repeated.

FÉRIQUE Funds pay management fees to Gestion FÉRIQUE allowing it to assume the fees of the portfolio managers, the fees relating to the marketing or distribution of the FÉRIQUE Funds and the administration fees of the manager of the FÉRIQUE Funds. Each of the FÉRIQUE Funds also pays an Administration Fee to Gestion FÉRIQUE in exchange for all operating charges, except for specific Fund expenses as defined in the simplified prospectus. No commissions are payable by the unitholders for a subscription in the FÉRIQUE Funds if such subscription is made through Services d'investissement FÉRIQUE; brokerage fees could however be payable should the subscription be made through a broker other than the principal distributor.