Markets all over the place? Talk it over with our team
When markets are on a rollercoaster ride, it’s no time to fly blind. Good news: with us, advisory services are included with your account. That’s right, no extra fees. It's a great time to take advantage of it!
Your wallet will thank you (someday!)
Making good decisions today - with the help of an advisor who helps you stay on track even when the markets are unpredictable - can make all the difference in 10, 15, or 20 years.
- Get a personalized financial plan (or a retirement plan)
- Review your current situation
- Access tools to track your progress
- Plan your withdrawals wisely
- Prepare for or manage an estate with peace of mind
Get in touch with us:
T 514 788-6485 | Toll-free 1 800 291-0337
Monday to Thursday, 8 am to 8 pm | Friday, 8 am to 5 pm
Advice tailored to your reality
Each stage of life comes with its share of financial decisions. We help you make sense of it all—no fluff. Plus, we’ve prepared content just for you, based on where you are in life.
Financial independence may seem far off, especially when you have several goals in mind—travel, buying a car, or even a house. It can be difficult to balance these objectives with long-term saving.
However, it's never too early to start building your financial security. With a budget and strategy tailored to your reality, you can gradually save for the future—even with a small amount each month. Every little step counts!
Book a meeting with an advisor to get your first financial plan.
Your career is advancing, your life is full, and your financial priorities are many—paying off your mortgage, managing debt, making major purchases, saving for your children’s future… In this context, it's hard to focus on your long-term financial independence, isn’t it?
Yet the earlier you start, the more flexibility you give yourself for the future.
Book a meeting with an advisor to get your personalized financial plan with a retirement projection.
Your financial independence within reach
Have your goals, health, or sources of income changed? Have you accounted for unexpected events that could arise?
If you haven’t yet established a clear plan, it’s not too late! With guidance from a FÉRIQUE Investment Services advisor, you can get a personalized projection and make the necessary adjustments to face the future with confidence.
Book an appointment with an advisor to get your personalized retirement projection.
Understanding the stakes of withdrawal
Withdrawing from your investments must be carefully planned to avoid tax pitfalls, ensure the longevity of your savings, and preserve your purchasing power in the face of inflation. A solid strategy will help you maximize income while minimizing risks.
Book an appointment with an advisor to get your personalized retirement projection and plan your decumulation strategy.
Access to FÉRIQUE Funds
Good guidance is great. Access to strong mutual funds is even better. Discover what makes FÉRIQUE Funds so advantageous.
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.
Open an account
On the phone
Contact the Wealth Management team
T 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
What if your investments worked as hard as you do?
Find out why thousands of professionals choose FÉRIQUE to build their future.
