
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!

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 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.
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

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 Services d’investissement FÉRIQUE 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 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

Thomson Choi
Financial Planner and Mutual Fund Representatitve, Private Wealth
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 Services d’investissement FÉRIQUE 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 with your professional or student association, we can help.
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

Michael Bendahan
Chief of Wealth Management and Corporate Development
Diplomas
Bachelor of Commerce from Concordia University
Master of Business Administration (MBA) from HEC Montreal
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 to overseeing the activities of the Wealth Management team.