sif

isabelle

A team that watches over your interests

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.

Our team

4 DALBAR Award
For the excellence of telephone service (2017-2020)

96 % of satisfied customers
According to the most recent client survey1
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 studying in a university engineering program in Quebec
  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

Companies controlled by the persons listed in points 1 to 4 can also open an account.
For more details, see prospectus (eligibility conditions on page 7).

client
 

The FÉRIQUE difference


obnl

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

investissement responsable

Investing responsibly
Dedication to responsible investment is central to the FÉRIQUE Funds

 performance

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

Portail

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

service-conseil

A team to advise you
Our Advisory Services team is available Monday to Friday, 8 a.m. to 8 p.m.

épargne

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


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.

FÉRIQUE FUNDS

The FÉRIQUE Funds enable you to concentrate your investments in various regions or asset classes and to construct a well-diversified portfolio. 

INCOME FUNDS  Short-Term Income Canadian Bond Global Sustainable Development Bond Globally Diversified Income

EQUITY FUNDS Canadian Dividend Equity Canadian Equity
American Equity European Equity Asian Equity Emerging Markets Equity
World Dividend Equity Global Sustainable Development Equity Global Innovation Equity

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


We’ll give you $100 when you open an account
By becoming a client of FÉRIQUE Investment Services, the principal distributor of the FÉRIQUE Funds, by November 30, 2021, we’ll put $50 in your account and give another $50 to the engineering foundation of your choice:*

  • OIQ Foundation
  • ÉTS Foundation
  • Foundation and Alumni of Polytechnique Mtl
  • UdeS Foundation
  • ULaval Foundation
  • UQAR Foundation
  • UQAT Foundation
  • UQO Foundation

  • Can't make up your mind? Or would you like to donate to another foundation? No problem! We will deposit this additional $ 50 into your account ($ 100 in total).
    Promo

    avion

    Transfer Fee Reimbursement

    Until November 30, 2021, when you transfer an account of $ 5,000 or more, FÉRIQUE Investment Services will reimburse transfer fees up to a maximum of $ 150*. See Legal Notice.

    *See details    Open an account and transfer investments

        

    How to become a client


    1. Online, 24/7

    Portail
    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

    service-conseil
    Contact FÉRIQUE Investment Services' Advisory Services team.


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

     
     
    Plan your first project and open an account

    cell

     
     
     

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

    PLAN YOUR PROJECT


    OPENING AN AN ACCOUNT

    See the eligibility conditions

    OPEN AN ACCOUNT


    1. Survey conducted by IPSOS in 2020 among clients of FÉRIQUE Investment Services. 2. Compared with their reference universe, according to Fundata Canada Inc.
    * Until November 30, 2021. New customers only, see offer details.

    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
    .