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Welcome to the new graduates of Université de Sherbrooke

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Our team, made up of financial planners, advisors and Mutual Fund Representatives, is dedicated to meeting the financial needs of engineers and engineering graduates, their families and businesses. We offer objective investment advice and solutions to support you at every stage of your life. Our best practices are based on a personalized approach and we believe that every client is unique.

5 DALBAR Award
For the excellence of telephone service (2017-2021)

97 % of satisfied customers
According to the most recent client survey1

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Who may invest in the FÉRIQUE Funds?

You are eligible for FÉRIQUE Funds if you are residents of Quebec and if one of the following situations applies to you :

  1. you have a university degree in engineering
  2. you are an engineering student and you have completed one year of study at a recognized university
  3. you are the child or grandchild, the parent or grandparent, the brother or sister of a person listed in points 1 and 2 who is a client
  4. you are the spouse of the persons listed in points 1, 2 and 3
  5. you are the employee of a company that has established a group RRSP with us
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Companies controlled by the persons listed in points 1 to 4 can also open an account.
For more details, see prospectus (eligibility conditions) or visit this page.

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The FÉRIQUE difference


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An NPO exclusively for engineers
A one-of-a-kind business model that works in your best interests. What’s not to like?

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Investing responsibly
Our advisors are Responsible Investment Sepcialists and FÉRIQUE Funds1 are committed to responsible investment

 performance

Competitive funds
The FÉRIQUE Funds and Portfolios offer some of the lowest management fees in Canada2

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Portal and mobile application
Quickly access an overview of your accounts on the device of your choice, 24 hours a day

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A team to advise you
Our Advisory Services team is available Monday to Friday

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Everything for your savings
To save in a TFSA, or RRSP, or to find your mortgage

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Transfer Fee Reimbursement

Until June 30, 2022, when you transfer an account of $ 5,000 or more, FÉRIQUE Investment Services will reimburse transfer fees up to a maximum of $ 150. See details.

Open an account and transfer

Investment solutions

Managed by FÉRIQUE Fund Management, the FÉRIQUE Funds and Portfolios offer you multiple investment possibilities to help you realize your projects. In addition, their management expense ratios are among the lowest in Canada2.

 

fErique Portfolios

The FÉRIQUE Portfolios are composed mainly of mutual funds. Our Portfolio line-up is designed to fit the unique needs of the different investor profiles. You will certainly find the solution that fits your investment objectives:

  • diversification by region and asset class
  • regular rebalancing
  • risk level adapted to the investor’s profile 

FÉRIQUE Conservative Portfolio
Composition: 85% Fixed Income - 15% Equity

FÉRIQUE Moderate Portfolio
Composition: 70% Fixed Income - 30% Equity

FÉRIQUE Balanced Portfolio
Composition: 40% Fixed Income - 60% Equity

FÉRIQUE Growth Portfolio
Composition: 30% Fixed Income - 70% Equity

FÉRIQUE Aggressive Growth Portfolio
Composition: 15% Fixed Income - 85% Equity

Find out more

    

How to become a client


1. Online, 24/7

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Open an account online on the FÉRIQUE Investment Services Portal or mobile app.


Open an account

Or download the FÉRIQUE mobile app
Apple  Google

2. On the phone

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Contact FÉRIQUE Investment Services' Advisory Services team.


514 788-6485  
Toll free 1 800 291-0337
Regular Hours: Monday to Thursday, 8 am to 8 pm. Friday, 8 am to 5 pm

 
 
Plan your first project and open an account

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CREATE YOUR SAVINGS GOAL
Create goals, monitor progress and adjust your strategy along the way

PLAN YOUR PROJECT


OPENING AN ACCOUNT

See the eligibility conditions

OPEN AN ACCOUNT


1. Survey conducted by IPSOS in 2021 among clients of FÉRIQUE Investment Services. 2. Compared with their reference universe, according to Fundata Canada Inc.
* See eligibility conditions

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. The Client Portal is the property of Gestion FÉRIQUE and is used under an exclusive license by FÉRIQUE Investment Services. 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
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