OFFICE CLOSURE ON MONDAY, OCTOBER 12, 2026
Please note that the administrative offices of FÉRIQUE Fund Management and FÉRIQUE Investment Services will be closed on Monday, October 12. The Wealth Management team’s telephone service will also be closed and will resume as usual on Tuesday, October 13, from 8 a.m. to 8 p.m. FÉRIQUE Funds are valued on every day the Toronto Stock Exchange is open. Click here to learn more.

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Watch the videos

Over the past few weeks, we've had the pleasure of welcoming you to our Private Wealth Management dinners. We hope these gatherings were enriching and that they allowed you to explore some important considerations related to your wealth, estate planning, and financial future.

For those who were unable to attend, as well as for participants who would like to review certain topics, we have compiled a series of videos featuring our expert partners and members of the Private Wealth team.

Enjoy!

Please note that the videos are presented in French

Well guided, for life (in French)

With Mélanie Goulet and the Private Wealth team

A reflection on the value of professional guidance, the impact of behaviour on financial decisions, and the importance of a comprehensive approach to protecting and growing your wealth.

The difference between planning and hoping (in French)

With Me Éric Lavoie, Partner Notary, Novallier (PME INTER Notaires)

When it comes to estate planning, the best intentions can never replace proper planning. Discover why preparing for the future can help avoid many unexpected challenges.

Life insurance: an estate and tax planning tool (in French)

With Valérie Ménard, Ménard & Associés

Far beyond simple financial protection, life insurance can play a strategic role in wealth transfer and tax planning.

Tax and wealth: planning for a more effective transfer (in French)

With Marc-André Sauvé, CPA, Partner, MALLETTE

Thoughtful tax planning can make a significant difference for your loved ones. Explore strategies that can help transfer more value to future generations.

Investing with discipline: beyond market emotions (in French)

With Francis Fortin, Chief Investment Officer at FÉRIQUE Fund Management

Markets fluctuate, and so do our emotions. Discover how certain behaviours can affect long-term returns and what can be done to avoid them.

Orkestral: your dynamic and smart financial projection (in French)

With Mélanie Goulet and the Private Wealth team

See the impact of your decisions with personalized projections that evolve along with your financial situation and life goals.

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