Our team
Our entire team's primary goal is to bring our mission to life: to accelerate your financial independance.
Executive management
Our management style showcases the skill and rigour of our seasoned experts who all share the same values.
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.
Private Wealth
The Private Wealth team’s only focus is giving you advice to manage your family’s wealth. They will help with all your financial planning needs and optimize your financial situation.
Personalized Services
Our Personalized Service team is here to analyze your financial situation and develop a financial strategy, retirement plan and withdrawal strategy.
Advisory Services team
Our Advisory Service team is always available to quickly answer any of your questions regarding your investments or our investment solutions.
Business development
Whether you want to set up a group savings plan or find out ways to fund your student union, we have experts who can guide you.
Investments
As managers of the FÉRIQUE Funds, our experts select and closely monitor world respected portfolio managers.
Béatrice Roy
Béatrice Roy
Financial Planner and Mutual Fund Representative, Private Wealth
Responsible Investment Specialist
Diplomas
Bachelor’s degree in Business Administration from Université Laval
Financial Planner from the Institut québécois de planification financière
Ms. Roy joined FÉRIQUE Investment Services in November 2019. She currently holds the position of Financial Planner and Mutual Fund Representative, Private Wealth.
In her role, she provides relevant and impartial advice to clients assigned to Private Wealth clients, putting forward solutions focused on their needs.