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.
Advisory Services team
Our Advisory Service team is always available to quickly answer any of your questions regarding your investments or our investment solutions.
Personalized Services
Our Personalized Service team is here to analyze your financial situation and develop a financial strategy, retirement plan and withdrawal strategy.
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.
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.
David Zannella

David Zannella
Senior Portfolio Manager, Investments
Diplomas
Bachelor of Commerce with a specialization in Finance, McGill University
Chartered Financial Analyst (CFA)
Chartered Alternative Investment Analyst (CAIA)
Experience
Mr. Zannella has over 15 years of experience in the field of asset management. Before joining FÉRIQUE, he held similar positions for several years at a private family office and also worked with major institutional asset management firms.
Mr. David Zannella joined the Investment Management team at FÉRIQUE Investment Services in March 2025 as Senior Portfolio Manager. He is responsible for the development of the portfolio construction and management process for multi-asset portfolios. He is also responsible for implementing complex fund structures and monitoring a number of external managers, helping to deliver diversified and tailored investment solutions to the clientele.