Wealth Management
To analyze your financial needs or goals, and confirm that your investment strategies are meeting them, you can count on the sound and objective advice of the Wealth Management team.
We’re here for you
Whatever your projects, our team is here to help you plan and optimize your finances.
What we can do for you:
- Design a financial plan adapted to your situation, regardless of your age or assets
- Revise your plan with you to adjust it to your life events
- Provide advice to optimize your financial situation
Whether your retirement is imminent or many years away, it’s important to plan for it today so that you can take full advantage of it when the time comes.
As a FÉRIQUE Investment Services client, you can receive personalized support from a member of the Advisory team.
Will you be retiring soon? Careful planning will help you achieve your projects and enjoy your freedom.
- Get a complete, detailed retirement projection
- Obtain guidance from a team that listens to your needs, at no additional cost
- Simplify and unify your investment and decumulation management
Discover our new personalized estate planning support service.
We offer a comprehensive approach adapted to your financial needs. We can ensure your assets are transferred according to your wishes or help you settle an estate efficiently.
The FÉRIQUE Portal and mobile app are accessible at all times to facilitate the management of your savings projects and investments.
Open an account, manage your investments online, view your personalized returns and track your investments, anytime!
Our representatives and advisors hold the Responsible Investment Specialist (RIS) designation, enabling them to inform and guide you on this topic.
Since 2006, the principles of responsible investment have been integrated, to varying degrees, into the investment objectives of certain Funds and Portfolios within the FÉRIQUE lineup. This approach does not apply to the FÉRIQUE ETF Portfolios. To learn more, consult our responsible investment approach.
Our team is ready to support you
Our Wealth Management team offers flexible, accessible services at no additional cost, along with personalized recommendations tailored to every stage of your life.
Advice for your investments
Recommendations and strategies tailored to your goals.
Services
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Account opening and transactions
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Investment strategies
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Assessment of external investments
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Help with account management
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Setup or manage your savings goals
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Update your personal information
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Access to the Portal and the mobile app
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Financial, retirement or estate planning
Financial, retirement and estate plans as well as investment optimization.
Services
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Management of life events
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Financial plans and retirement plans
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Decumulation plans
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Estate planning
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Tax optimization of investments
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Private Wealth
Exclusive services, holistic financial plans and a network of experts to maximize your wealth.
Services (eligible clientele)
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Extended-family wealth management
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Holistic financial planning
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Access to a network of experts
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Exclusive events and content
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Dedicated team
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Services for Businesses & Associations
Group savings plans, insurance plans, training and partnerships for engineers and students.
Services
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Businesses
- - Group savings plans
- - Group insurance plans
- - Presentations to employees
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Student and professional associations
- - Presentations and training
- - Partnerships and sponsorships
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Wealth Management
Our Wealth Management team offers flexible, accessible services at no additional cost, along with personalized recommendations tailored to every stage of your life.
Isabelle Bouret Financial Planner and Mutual Fund Representative, Retirement and Estate PlanningIsabelle Bouret- Sandrine Haineault Financial Planner and Mutual Fund Representative, Wealth ManagementSandrine Haineault
- Debola Kay Financial Planner and Mutual Fund Representative, Wealth ManagementDebola Kay
- Karen Abi Nassif Advisor and Mutual Fund Representative, Advisory ServicesKaren Abi Nassif
- Vincent Choquette Senior Advisor and Mutual Fund Representative, Wealth ManagementVincent Choquette
- Jean-Michel Duguay Senior Advisor and Mutual Fund Representative, Advisory ServicesJean-Michel Duguay
- Ahmed El Oufir Senior Advisor and Mutual Fund Representative, Wealth ManagementAhmed El Oufir
- Jonathan Elie Advisor and Mutual Fund Representative, Advisory ServicesJonathan Elie
- Bryan Gagné-Henry Senior Advisor and Mutual Fund Representative, Business DevelopmentBryan Gagné-Henry
- Pascale Gendron Senior Advisor and Mutual Fund Representative, Wealth DevelopmentPascale Gendron
- Belky Gaëtan Jean Baptiste Advisor and Mutual Fund Representative, Advisory ServicesBelky Gaëtan Jean Baptiste
- Tian Jing Liu Senior Advisor and Mutual Fund Representative, Wealth ManagementTian Jing Liu
- Samuel Lajeunesse Senior Advisor and Mutual Fund Representative, Wealth ManagementSamuel Lajeunesse
- Sarah Lefèvre Advisor and Mutual Fund Representative, Advisory ServicesSarah Lefèvre
- Robert Martel Advisor and Mutual Fund Representative, Advisory ServicesRobert Martel
- Gabriel Mc Cann Senior Advisor and Mutual Fund Representative, Advisory ServicesGabriel Mc Cann
- Shelley Porcheron McGill Advisor and Mutual Fund Representative, Advisory ServicesShelley Porcheron McGill
- Paul Muszynski Assistant Director, Wealth Management and Mutual Fund RepresentativePaul Muszynski
- Alejandra Paris Advisor and Mutual Fund Representative, Advisory ServicesAlejandra Paris
- David Perez Senior Advisor and Mutual Fund Representative, Wealth DevelopmentDavid Perez
- Matthieu Turcotte Advisor and Mutual Fund Representative, Advisory ServicesMatthieu Turcotte
- Ngoc-Nam Vu Senior Advisor and Mutual Fund Representative, Business DevelopmentNgoc-Nam Vu
Isabelle Bouret
Isabelle Bouret
Financial Planner and Mutual Fund Representative, Retirement and Estate Planning
Responsible Investment Specialist
Diplomas
Bachelor’s degree in Finance, Université du Québec à Montréal (UQAM)
Financial Planning Certification, Institut québécois de planification financière
Experience
Ms. Bouret has over 7 years of experience in the financial sector. Prior to joining the Services d’investissement FÉRIQUE team, she held various roles at institutions such as Altervest, Laurentian Bank and Desjardins.
Isabelle Bouret joined FÉRIQUE Investment Services in March 2022 as an Advisor and Mutual Fund Representative, Advisory Services. She later became a Senior Advisor within the Personalized Services team before being appointed Financial Planner, Retirement and Estate Planning, in July 2025. She brings professionalism and a strong attention to detail to her role, offering thoughtful guidance and building personalized relationships to meet our clients’ evolving needs.
Private Wealth team
At the heart of the management of your family wealth, your Private Wealth team advises you in all areas of financial planning to optimize your situation.
- Thomson Choi Financial Planner and Mutual Fund Representative, Private WealthThomson Choi
- Pierre Desharnais Financial Planner and Mutual Fund Representatitve, Private WealthPierre Desharnais
- Jean-Sébastien Hallal Financial Planner and Mutual Fund Representatitve, Private WealthJean-Sébastien Hallal
- Jean-François Laberge Financial Planner and Mutual Funds Representative, Wealth Management and Private WealthJean-François Laberge
- Gabriel Poudrette Financial Planner and Mutual Fund Representative, Private WealthGabriel Poudrette
- Frédéric Robin Financial Planner and Mutual Fund Representative, Private WealthFrédéric Robin
- Béatrice Roy Financial Planner and Mutual Fund Representative, Private WealthBéatrice Roy
- Marie-Carmen Sorel Financial Planner and Mutual Fund Representative, Private WealthMarie-Carmen Sorel
- Norman Szeto Financial Planner and Mutual Fund Representative, Private WealthNorman Szeto
- Sarah Tekkouk Financial Planner and Mutual Fund Representative, Private WealthSarah Tekkouk
- Fatou Niasse Mutual Fund Representative - Assistant, Private WealthFatou Niasse
- Marie-Lou Quintal Assistant, Private WealthMarie-Lou Quintal
Thomson Choi
Thomson Choi
Financial Planner and Mutual Fund Representative, Private Wealth
Responsible Investment Specialist
Diplomas
Bachelor of Commerce with a specialization in Finance from Concordia University
Experience
Drawing on nearly 20 years of experience in the financial sector, including nearly 15 years in financial planning, Mr. Choi previously worked at BMO before joining Services d’investissement FÉRIQUE.
Thomson Choi joined FÉRIQUE Investment Services in May 2025 as a Financial Planner and a Mutual Fund Representative with the Private Wealth team. He prioritizes a personalized approach to deliver sound financial advice tailored to the complex needs of his clients.
Business Development team
Whether you want to set up a savings or insurance plan for your firm or to present FÉRIQUE Investment Services to your professional or student association, we can help.
- Nicolas Samaan Vice President, Business DevelopmentNicolas Samaan
- Bryan Gagné-Henry Senior Advisor and Mutual Fund Representative, Business DevelopmentBryan Gagné-Henry
- Ngoc-Nam Vu Senior Advisor and Mutual Fund Representative, Business DevelopmentNgoc-Nam Vu
- Pascale Gendron Senior Advisor and Mutual Fund Representative, Wealth DevelopmentPascale Gendron
- David Perez Senior Advisor and Mutual Fund Representative, Wealth DevelopmentDavid Perez
Nicolas Samaan
Nicolas Samaan
Vice President, Business Development
Responsible Investment Specialist
Diplomas
Bachelor's degree from McGill University with a major in economics and a minor in administration
Financial planner
Experience
Mr. Samaan has been working in the banking services sector since the early 2000s, with several years focused on group retirement plans.
Mr. Samaan joined FÉRIQUE Investment Services as Assistant Vice President, Business Development in June 2021. He develops and builds lasting relationships with our business and strategic partners.
Wealth Management Directors
You can count on sound and objective advice from a team committed to meeting your financial needs through each stage of your life.
- Michael Bendahan Chief of Wealth Management and Corporate DevelopmentMichael Bendahan
- Isabelle Dion Vice President, Wealth ManagementIsabelle Dion
- Nicolas Samaan Vice President, Business DevelopmentNicolas Samaan
- Youssef Adlani Senior Director, Advisory Services and Mutual Fund RepresentativeYoussef Adlani
- Mélanie Goulet Assistant Vice President, Wealth ManagementMélanie Goulet
- Bruno D'Andrea Director and Financial Planner, Wealth Management and Mutual Fund RepresentativeBruno D'Andrea
- Iliès Hassani Assistant Director, Advisory Services and Mutual Fund RepresentativeIliès Hassani
Michael Bendahan
Michael Bendahan
Chief of Wealth Management and Corporate Development
Diplomas
Bachelor of Commerce from Concordia University
Master of Business Administration (MBA) from HEC Montréal
Experience
For almost 20 years, Mr. Bendahan has led teams in business development, customer services and operations.
Mr. Bendahan joined FÉRIQUE Fund Management in 2015 as Senior Director, Private Wealth and was promoted to Vice-President, Distribution, then Chief of Distribution and Business Development in 2021. He is responsible for developing and implementing a competitive service offering tailored to the customers' needs as well as overseeing the activities of the Wealth Management team.
What we can do for you
Whatever your projects may be, our team is here to help you plan and optimize your finances.
Analyze your investments
Prepare a personalized retirement projection
Plan your decumulation
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