Services for entrepreneurs
In addition to offering a variety of accounts enabling you to meet your goals and earn a return on your investments, our team of financial planners can provide support and advice for the design and implementation of financial plans.
Advice and support
Should you pay yourself a salary or dividends? Invest in an RRSP or set up an IPP for your retirement? Leave money in your business or invest it in your name? What are the tax implications of all these options?
The role of our financial planners is to:
- understand the reality of entrepreneurs like you and their businesses;
- identify your personal financial planning needs;
- develop integrated financial plans and assist with their implementation;
- provide advice to help you make decisions consistent with your goals;
- consider different types of accounts to meet the realities of entrepreneurs like you (such as the Individual Pension Plan for business owners with income reported on a T4 slip); and
- refer you to specialists who can meet your needs.
To meet all your needs, our network of experts gives you access to the services of specialists, such as notaries, tax experts, lawyers and insurance advisors.
Unparalleled service
To offer you investment strategies that meet your needs, you and your employees have access to a team of mutual fund advisors and representatives registered with the Autorité des marchés financiers. They’re in Montreal and available Monday to Thursday from 8 a.m. to 8 p.m. and Friday from 8 a.m. to 5 p.m.
Learn more – Investment solutions
Professional management
Regardless of the solution chosen, you benefit from strategic asset allocation management and a rigorous process for selecting underlying products.
Less in fees. More for you.
As a non-profit organization, FÉRIQUE Fund Management reinvests earnings for your benefit, notably to keep management expense ratios (MERs) among the most competitive in Canada¹.
Competitive returns
Our funds aim to deliver returns above industry medians with a reasonable level of risk. Over a 10-year period, 94% of assets have achieved this objective³.
Investment Services
Advisory services are offered at no additional cost when you transact through FÉRIQUE Investment Services, the principal distributor of FÉRIQUE Funds.
