Investing and saving, together
Your ambitions, our mission. Beyond the numbers, our tailor-made approach, our in-depth expertise and the technological solutions we develop have a single objective: to offer you services that meet your expectations.
FÉRIQUE Fund Management and FÉRIQUE Investment Services are investment sector non-profit organizations that work solely in your best interest. A unique business model that serves engineering graduates, their families and their businesses.
About FÉRIQUE
About FÉRIQUE
- $4,4 billion:
in assets under management as at December 31, 20241
- 23,621:
clients as at December 31, 20242
- 97 %:
of our clients are satisfied according to our latest survey3
Investment solutions
Actively managed by world respected managers, FÉRIQUE Funds let you invest in a wide range of mutual funds and include FÉRIQUE Portfolios, our turnkey investment solutions.
By investing in them, you benefit from a major advantage: management fees that are among the lowest in Canada4.
A multitude of possibilities
Our line of investment funds includes Canadian, international and specialty funds and allows you to invest in various sectors of the economy, asset classes, regions of the world and investment styles.
Whether you’re saving for your retirement, your children’s education or a trip, FÉRIQUE Funds can help you make your projects a reality.
To invest with peace of mind
Don't have the time or interest to diligently monitor the asset allocation of your investments? FÉRIQUE Portfolios are true turnkey solutions.
They correspond to different investor profiles, from the most conservative to the most aggressive, depending on their level of risk. They are managed according to a specific mix of investments to help you reach your objectives with complete peace of mind.
All FÉRIQUE Fund managers and sub-manager ("managers") are carefully chosen following a rigorous evaluation process and based on their expertise in the asset classes concerned.
FÉRIQUE Funds aim to outperform the median returns of comparable funds within their category, with reasonable risks and some of the most affordable management fees in the industry4.
Supporting responsible investment
Help create a better future without jeopardizing the returns on your investments.
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 teams.
Whether it's for your retirement, your children’s or grandchildren’s education or any other short-term or long-term project, there are several types of accounts available to you.
Registered Accounts
TFSA, RRSP, RESP, FHSA, RRIF, LIF, LIRA
Non-Registered Accounts
Investment Account for Individuals
Investment Account for Businesses
Trust Account
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!
Specialized teams at your service
Private Wealth
Do you hold a significant level of assets? FÉRIQUE Private Wealth takes a holistic and integrated approach to provide more sophisticated financial services.5
Développement des affaires
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.
Personalized Services
A life event occurs and you need to establish a financial, retirement or succession plan, or simply optimize your investments.
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.
- FÉRIQUE Funds assets under management by FÉRIQUE Fund Management.
- Clients of FÉRIQUE Investment Services, principal distributor of FÉRIQUE Funds.
- According to the 2024 survey conducted by IPSOS among clients of FÉRIQUE Investment Services.
- The management expense ratios of FÉRIQUE Funds are among the lowest compared to their benchmark universe in Canada, according to Fundata Canada Inc.
- Assets of $1 million or more invested in FÉRIQUE Funds, including the assets of a spouse and/or a corporation, if applicable. FÉRIQUE Private Wealth Management is a service provided by FÉRIQUE Investment Services.