TEMPORARY CLOSURE OF THE CLIENT PORTAL – SYSTEM UPDATE
The Client Portal will be unavailable starting Friday, September 5, at 5 p.m. for a system update. Access will be restored during the day on Sunday, September 7, once maintenance is complete. The Wealth Management team’s phone service remains available during regular business hours (Monday to Thursday, 8 a.m. to 8 p.m.; Friday, 8 a.m. to 5 p.m.) at 514-788-6485 or toll-free at 1-800-291-0337. Thank you for your understanding.

Férique
FÉRIQUE Investment Services

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

Férique
Férique
Férique
Férique
Férique
Férique

Férique

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

Férique

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.

Check out our Guide to retirement

Férique

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

Férique

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.

Férique

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!

Férique

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.

  • Férique

    Advice for your investments

    Recommendations and strategies tailored to your goals.

    Services

    • Account opening and transactions

    • Investment strategies

    • Assessment of external investments

    • Help with account management

    • Setup or manage your savings goals

    • Update your personal information

    • Access to the Portal and the mobile app

  • Férique

    Financial, retirement or estate planning

    Financial, retirement and estate plans as well as investment optimization.

    Services

    • Management of life events

    • Financial plans and retirement plans

    • Decumulation plans

    • Estate planning

    • Tax optimization of investments

  • Férique

    Private Wealth

    Exclusive services, holistic financial plans and a network of experts to maximize your wealth.

    Services (eligible clientele)

    • Extended-family wealth management

    • Holistic financial planning

    • Access to a network of experts

    • Exclusive events and content

    • Dedicated team

  • Férique

    Services for Businesses & Associations

    Group savings plans, insurance plans, training and partnerships for engineers and students.

    Services

    • Businesses

      • - Group savings plans
      • - Group insurance plans
      • - Presentations to employees
    • Student and professional associations

      • - Presentations and training
      • - Partnerships and sponsorships
FÉRIQUE Investment Services

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.

  • Férique
    Isabelle Bouret Financial Planner and Mutual Fund Representative, Retirement and Estate Planning
  • Debola Kay, Senior Advisor and Mutual Fund Representative
    Debola Kay Financial Planner and Mutual Fund Representative, Wealth Management
  • Férique
    Jean-François Laberge Financial Planner and Mutual Funds Representative, Wealth Management
  • Férique
    Alexandre Lassonde Financial Planner and Mutual Fund Representatitve, Retirement and Estate Planning
  • Vincent Choquette, Senior Advisor and Mutual Fund Representative
    Vincent Choquette Senior Advisor and Mutual Fund Representative, Wealth Management
  • Jean-Michel Duguay, Advisor and Mutual Fund Representative
    Jean-Michel Duguay Senior Advisor and Mutual Fund Representative, Advisory Services
  • Férique
    Olivier Duguay-Leclerc Senior Advisor and Mutual Mund Representative, Wealth Management
  • Férique
    Ahmed El Oufir Senior Advisor and Mutual Fund Representative, Wealth Management
  • Férique
    Bryan Gagné-Henry Senior Advisor and Mutual Fund Representative, Business Development
  • Férique
    Pascale Gendron Senior Advisor and Mutual Fund Representative, Wealth Development
  • Férique
    Samuel Lajeunesse Senior Advisor and Mutual Fund Representative, Wealth Management
  • équipe
    Tian Jing Liu Senior Advisor and Mutual Fund Representative, Wealth Management
  • Férique
    Gabriel Mc Cann Senior Advisor and Mutual Fund Representative, Advisory Services
  • Férique
    Paul Muszynski Team Lead, Senior Advisor and Mutual Fund Representative, Wealth Management
  • Ngoc-Nam Vu, Senior Advisor and Mutual Fund Representative
    Ngoc-Nam Vu Senior Advisor and Mutual Fund Representative, Business Development
  • Férique
    Karen Abi Nassif Advisor and Mutual Fund Representative, Advisory Services
  • Jonathan Elie, Advisor and Mutual Fund Representative
    Jonathan Elie Advisor and Mutual Fund Representative, Advisory Services
  • Férique
    Quesny Jean Baptiste Advisor and Mutual Fund Representative, Advisory Services
  • Férique
    Robert Martel Advisor and Mutual Fund Representative, Advisory Services
  • Alejandra Paris
    Alejandra Paris Advisor and Mutual Fund Representative, Advisory Services
  • Férique
    Shelley Porcheron McGill Advisor and Mutual Fund Representative, Advisory Services
  • Férique
    Matthieu Turcotte Advisor and Mutual Fund Representative, Advisory Services
FÉRIQUE Investment Services

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.

  • Férique
    Thomson Choi Financial Planner and Mutual Fund Representatitve, Private Wealth
  • Férique
    Pierre Desharnais Financial Planner and Mutual Fund Representatitve, Private Wealth
  • Férique
    Jean-Sébastien Hallal Financial Planner and Mutual Fund Representatitve, Private Wealth
  • Frédéric Robin, Financial Planner and Mutual Fund Representative, Private Wealth
    Frédéric Robin Financial Planner and Mutual Fund Representative, Private Wealth
  • Béatrice Roy, Senior Advisor and Mutual Fund Representative
    Béatrice Roy Financial Planner and Mutual Fund Representative, Private Wealth
  • Marie-Carme Sorel, Financial Planner and Mutual Fund Representative
    Marie-Carmen Sorel Financial Planner and Mutual Fund Representative, Private Wealth
  • Norman
    Norman Szeto Financial Planner and Mutual Funds Representative, Private Wealth
  • Férique
    Sarah Tekkouk Financial Planner and Mutual Fund Representative, Private Wealth
  • Isabelle Falardeau St-Amour
    Isabelle Falardeau St-Amour Mutual Fund Representative - Assistant, Private Wealth
  • Férique
    Fatou Niasse Mutual Fund Representative - Assistant, Private Wealth

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.

  • Férique
    Nicolas Samaan Vice President, Business Development
  • Férique
    Bryan Gagné-Henry Senior Advisor and Mutual Fund Representative, Business Development
  • Ngoc-Nam Vu, Senior Advisor and Mutual Fund Representative
    Ngoc-Nam Vu Senior Advisor and Mutual Fund Representative, Business Development
  • Férique
    Pascale Gendron Senior Advisor and Mutual Fund Representative, Wealth Development
FÉRIQUE Investment Services

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.

  • Chief of Distribution and Business Development
    Michael Bendahan Chief of Wealth Management and Corporate Development
  • Isabelle Dion, Vice-présidente, Distribution
    Isabelle Dion Vice President, Wealth Management
  • Férique
    Nicolas Samaan Vice President, Business Development
  • Youssef Adlani, Director, Advisory Services and Mutual Fund Representative
    Youssef Adlani Senior Director, Advisory Services and Mutual Fund Representative
  • Férique
    Mélanie Goulet Senior Director, Private Wealth and Mutual Fund Representative
  • Bruno D'Andrea
    Bruno D'Andrea Director and Financial Planner, Wealth Management and Mutual Fund Representative
  • Ilies Hassani, Conseiller principal et représentant en épargne collective
    Iliès Hassani Assistant Director, Advisory Services and Mutual Fund Representative
Férique

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

Reach financial independence faster

Think about the future. Start investing today.