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.
Investing and saving,
with you.
Beyond the numbers, we focus on a personalized approach, deep expertise, and high-performance technological solutions to provide services that meet your expectations, are tailored to your reality, and are designed to evolve with your financial goals at every stage of your journey.
About FÉRIQUE
FÉRIQUE Fund Management and FÉRIQUE Investment Services are investment sector non-profit organizations that work solely in your best interest. A unique business model that serves engineering graduates, their families and their businesses.
$5,0 billion
In assets under management as at March 31, 2026¹
23,848
Clients as at March 31, 2026²
97%
Of our clients are satisfied according to our latest survey³
Contribute to your financial well-being
A rigorous, transparent approach aligned with your interests.
FÉRIQUE Fund Management
Investment solutions tailored to your reality
Managed by FÉRIQUE Fund Management, our investment solutions are divided into two main categories: FÉRIQUE turnkey solutions and FÉRIQUE Funds.
FÉRIQUE turnkey solutions include Portfolios and ETF Portfolios. Portfolios are composed mainly of actively managed FÉRIQUE Funds, while ETF Portfolios are composed mainly of index ETFs.
Which solution best matches your investor profile?
Six turnkey solutions with a long-term strategic allocation to invest mainly in a combination of actively managed mutual funds.
FÉRIQUE Conservative Portfolio
FÉRIQUE Moderate Portfolio
FÉRIQUE Balanced Portfolio
FÉRIQUE Growth Portfolio
FÉRIQUE Agressive Growth Portfolio
FÉRIQUE 100% Equity Portfolio
Four turnkey solutions with a long-term strategic allocation to invest mainly in a combination of index ETFs.
FÉRIQUE Moderate + ETF Portfolio
FÉRIQUE Balanced ETF Portfolio
FÉRIQUE Growth + ETF Portfolio
FÉRIQUE 100% Equity ETF Portfolio
Income funds
FÉRIQUE Short-Term Income Fund
FÉRIQUE Canadian Bond Fund
FÉRIQUE Global Sustainable Development Bond Fund
FÉRIQUE Globally Diversified Income Fund
Equity funds
FÉRIQUE Canadian Dividend Equity Fund
FÉRIQUE Canadian Equity Fund
FÉRIQUE American Equity Fund
FÉRIQUE International Equity Fund
FÉRIQUE Emerging Markets Equity Fund
FÉRIQUE World Dividend Equity Fund
FÉRIQUE Global Sustainable Development Equity Fund
FÉRIQUE Global Innovation Equity Fund
FÉRIQUE Fund Management
Clear and transparent fee structure
For complete transparency, the management expense ratios (MERs) include all fees related to the various investment solutions offered:
- MER of the underlying funds or ETFs
- Management fees
- Administration fees
- GST/QST
In addition, advisory services are provided at no additional cost if you invest through FÉRIQUE Investment Services, the principal distributor of FÉRIQUE Funds.
Why are the fees so competitive?
As a non-profit organization, FÉRIQUE Fund Management reinvests its profits for your benefit. This advantage allows it to:
- maintain fees among the most competitive in Canada, according to its comparison universe;4
- develop and improve the services and tools offered for managing your investments.
Your partner in achieving financial independence
Benefit from comprehensive financial support tailored to the different stages of your life.
FÉRIQUE Investment Services
Personalized advice at no additional cost
The FÉRIQUE Investment Services team offers support with no fees or additional commissions. We can help you to:
- Optimize your investments
- Plan for your retirement
- Plan your withdrawals
- Plan or settle an estate
FÉRIQUE's Private Wealth service is also available to meet more complex needs5.
An accessible, flexible service
The FÉRIQUE Investment Services team provides support with no fees or additional commissions. We can help you to:
- Speak with an advisor by phone or chat
- Meet with a financial planner in person or via videoconference
- Track your investments, make transactions, and access your financial goals through the Portal or mobile app.
Orkestral: your personalized plan available in your Portal
Orkestral is a financial planning tool designed to help you structure and optimize your financial future. It is available in a simplified version directly in your client Portal, and also in an advanced version that allows you to explore more complex and personalized situations with a financial planner.
- Maximize your retirement income
- Plan a smart withdrawal strategy
- Prepare your estate
- More complex situations: business ownership, family trusts, estate planning
Modal to watch YouTube video.
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
Contact us
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.
¹Assets of FÉRIQUE Funds managed by FÉRIQUE Fund Management.
²Clients of FÉRIQUE Investment Services, principal distributor of FÉRIQUE Funds.
³According to the 2025 survey conducted by IPSOS among clients of FÉRIQUE Investment Services.
4The management expense ratios of FÉRIQUE Funds are among the lowest when compared to their reference universe in Canada, according to Fundata Canada Inc.
5Assets invested with FÉRIQUE of $1 million or more, including assets of a spouse and/or a corporation, where applicable. FÉRIQUE Private Management is a service offered by FÉRIQUE Investment Services.